|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$821M
|
-$16.7M
|
-530,060
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$313M
|
+$1.15M
|
+36,570
|
+0.4%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$245M
|
-$895K
|
-28,345
|
-0.4%
|
|
|
4
|
|
$196M
|
+$13.6M
|
+430,140
|
+8%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$184M
|
+$5.51M
|
+174,630
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$170M
|
-$2.58M
|
-81,770
|
-2%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$155M
|
+$17.2M
|
+546,045
|
+13%
|
|
|
8
|
Waverly Advisors
Birmingham,
Alabama
|
$153M
|
-$4.34M
|
-137,445
|
-3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$92.1M
|
-$9.11M
|
-288,720
|
-9%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$84.3M
|
-$14.3M
|
-451,635
|
-15%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$74.4M
|
-$4.49M
|
-142,340
|
-6%
|
|
|
12
|
|
$73.2M
|
-$886K
|
-28,070
|
-1%
|
|
|
13
|
Linscomb Wealth
Houston,
Texas
|
$71.9M
|
-$6.2M
|
-196,575
|
-8%
|
|
|
14
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$71.9M
|
-$166K
|
-5,250
|
-0.2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$60.8M
|
+$487K
|
+15,445
|
+0.8%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$53.3M
|
+$1.82M
|
+57,655
|
+4%
|
|
|
17
|
Relative Value Partners Group
|
$47.9M
|
-$380K
|
-12,040
|
-0.8%
|
|
|
18
|
McIlrath & Eck
Arlington,
Washington
|
$47.6M
|
-$783K
|
-24,800
|
-2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$42.8M
|
+$4.87M
|
+154,190
|
+13%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.2M
|
+$166K
|
+5,260
|
+0.4%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$41.3M
|
+$1.88M
|
+59,660
|
+5%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.6M
|
+$1.46M
|
+46,250
|
+4%
|
|
|
23
|
Synovus Financial
Columbus,
Georgia
|
$37.5M
|
+$1.17M
|
+37,015
|
+3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.1M
|
+$4.36M
|
+138,095
|
+14%
|
|
|
25
|
Holt Capital Partners
Fort Worth,
Texas
|
$36.8M
|
-$82.8K
|
-2,625
|
-0.2%
|
|
