|
1
|
Charles Schwab
San Francisco,
California
|
$902M
|
+$896M
|
+23,764,377
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$407M
|
-$4.04M
|
-107,214
|
-1%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$227M
|
-$12.8M
|
-340,367
|
-5%
|
|
|
4
|
RFG Advisory
Birmingham,
Alabama
|
$212M
|
+$5.64M
|
+149,460
|
+3%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$201M
|
-$7.96M
|
-211,182
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$175M
|
-$9.57M
|
-253,885
|
-5%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$158M
|
-$8.36M
|
-221,788
|
-5%
|
|
|
8
|
|
$133M
|
-$12.5M
|
-331,693
|
-9%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$111M
|
+$1.68M
|
+44,528
|
+2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$101M
|
-$1.69M
|
-44,772
|
-2%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$98.5M
|
-$1.74M
|
-46,274
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$92M
|
+$907K
|
+24,056
|
+1%
|
|
|
13
|
|
$85.6M
|
+$2.51M
|
+66,658
|
+3%
|
|
|
14
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$83.5M
|
+$633K
|
+16,793
|
+0.8%
|
|
|
15
|
Linscomb Wealth
Houston,
Texas
|
$79.4M
|
-$376K
|
-9,973
|
-0.5%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.2M
|
+$880K
|
+23,345
|
+1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$66M
|
+$4.56M
|
+120,940
|
+7%
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$62.5M
|
+$409K
|
+10,853
|
+0.7%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$62.1M
|
+$524K
|
+13,887
|
+0.9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.9M
|
-$503K
|
-13,352
|
-1%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$46.1M
|
-$725K
|
-19,231
|
-2%
|
|
|
22
|
Callan Capital
La Jolla,
California
|
$38.6M
|
-$86.2K
|
-2,286
|
-0.2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$31.9M
|
+$2.06M
|
+54,665
|
+7%
|
|
|
24
|
Grimes & Company
Westborough,
Massachusetts
|
$31.7M
|
-$813K
|
-21,563
|
-3%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.3M
|
-$584K
|
-15,485
|
-2%
|
|
