|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$873M
|
+$451M
|
+14,041,780
|
+91%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$303M
|
-$7.07M
|
-220,125
|
-2%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$217M
|
-$2.45M
|
-76,285
|
-1%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$165M
|
-$10.7M
|
-331,735
|
-6%
|
|
|
5
|
|
$165M
|
-$12.3M
|
-382,300
|
-6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$163M
|
-$20.6M
|
-642,260
|
-10%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$144M
|
+$234K
|
+7,280
|
+0.1%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$115M
|
-$3.23M
|
-100,620
|
-3%
|
|
|
9
|
|
$90.7M
|
-$516K
|
-16,065
|
-0.5%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$87.7M
|
+$3.22M
|
+100,250
|
+4%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$70.4M
|
+$1.55M
|
+48,160
|
+2%
|
|
|
12
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$66.2M
|
+$4.04M
|
+125,700
|
+6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$64.8M
|
+$995K
|
+30,970
|
+1%
|
|
|
14
|
Linscomb Wealth
Houston,
Texas
|
$64M
|
+$2.77M
|
+86,335
|
+4%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52.5M
|
-$5.65M
|
-175,765
|
-9%
|
|
|
16
|
Relative Value Partners Group
|
$45.8M
|
-$150K
|
-4,685
|
-0.3%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$44M
|
+$1.1M
|
+34,215
|
+2%
|
|
|
18
|
McIlrath & Eck
Arlington,
Washington
|
$42.9M
|
-$6.91K
|
-215
|
-0%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$36M
|
-$1.34M
|
-41,795
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.6M
|
+$814K
|
+25,350
|
+2%
|
|
|
21
|
Holt Capital Partners
Fort Worth,
Texas
|
$34.2M
|
-$228K
|
-7,100
|
-0.6%
|
|
|
22
|
Callan Capital
La Jolla,
California
|
$32.3M
|
-$874K
|
-27,225
|
-2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.8M
|
-$98.8K
|
-3,075
|
-0.3%
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$28.5M
|
+$1.1M
|
+34,145
|
+4%
|
|
|
25
|
Grimes & Company
Westborough,
Massachusetts
|
$27.7M
|
-$326K
|
-10,155
|
-1%
|
|
