|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$801M
|
-$7.88M
|
-256,155
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$298M
|
-$306K
|
-9,950
|
-0.1%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$238M
|
+$7.36M
|
+239,270
|
+3%
|
|
|
4
|
|
$187M
|
+$100K
|
+3,260
|
+0.1%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$168M
|
-$4.81M
|
-156,250
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$164M
|
-$5.86M
|
-190,555
|
-3%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$153M
|
-$1.14M
|
-37,080
|
-0.7%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$135M
|
+$29.2M
|
+950,220
|
+30%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$92.7M
|
+$241K
|
+7,835
|
+0.3%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$90.6M
|
-$530K
|
-17,210
|
-0.6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$75.8M
|
+$1.17M
|
+38,120
|
+2%
|
|
|
12
|
Linscomb Wealth
Houston,
Texas
|
$74M
|
+$4.89M
|
+158,985
|
+7%
|
|
|
13
|
|
$72.6M
|
+$2.4M
|
+78,035
|
+3%
|
|
|
14
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$68.6M
|
+$1.52M
|
+49,400
|
+2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$58.4M
|
+$1.02M
|
+33,020
|
+2%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$48.5M
|
+$1.28M
|
+41,670
|
+3%
|
|
|
17
|
McIlrath & Eck
Arlington,
Washington
|
$46.5M
|
+$286K
|
+9,295
|
+0.6%
|
|
|
18
|
Relative Value Partners Group
|
$45.3M
|
+$330K
|
+10,720
|
+0.7%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$39.3M
|
+$13.4M
|
+434,440
|
+52%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.4M
|
+$772K
|
+25,095
|
+2%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$36.9M
|
-$4.85M
|
-157,555
|
-12%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.4M
|
+$4.6M
|
+149,620
|
+15%
|
|
|
23
|
Holt Capital Partners
Fort Worth,
Texas
|
$35.2M
|
+$15.7M
|
+510,000
|
+82%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$34.2M
|
-$72.6K
|
-2,360
|
-0.2%
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
$33.1M
|
+$1.31M
|
+42,655
|
+4%
|
|
