|
1
|
Charles Schwab
San Francisco,
California
|
$961M
|
-$4.69M
|
-119,688
|
-0.5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$437M
|
+$787K
|
+20,074
|
+0.2%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$255M
|
+$12M
|
+305,385
|
+5%
|
|
|
4
|
RFG Advisory
Birmingham,
Alabama
|
$243M
|
+$15.9M
|
+405,733
|
+7%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$214M
|
-$1.01M
|
-25,675
|
-0.5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$189M
|
+$1.76M
|
+44,766
|
+1%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$165M
|
-$4.2M
|
-107,112
|
-3%
|
|
|
8
|
|
$143M
|
+$179K
|
+4,554
|
+0.1%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$123M
|
+$4.51M
|
+115,010
|
+4%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$106M
|
-$2.58M
|
-65,890
|
-2%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$105M
|
-$265K
|
-6,770
|
-0.3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$101M
|
+$1.9M
|
+48,563
|
+2%
|
|
|
13
|
|
$93M
|
+$1.33M
|
+33,894
|
+2%
|
|
|
14
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$90.4M
|
+$1.05M
|
+26,692
|
+1%
|
|
|
15
|
Linscomb Wealth
Houston,
Texas
|
$83.7M
|
-$1.28M
|
-32,652
|
-2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$71.3M
|
+$626K
|
+15,968
|
+0.9%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$69.7M
|
-$6.28M
|
-160,229
|
-9%
|
|
|
18
|
D.A. Davidson & Co
Great Falls,
Montana
|
$67.8M
|
+$851K
|
+21,714
|
+1%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$67.6M
|
+$1.07M
|
+27,291
|
+2%
|
|
|
20
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$54.3M
|
+$52.7M
|
+1,344,229
|
+3,587%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49.4M
|
-$835K
|
-21,287
|
-2%
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$48.7M
|
-$685K
|
-17,478
|
-1%
|
|
|
23
|
Holt Capital Partners
Fort Worth,
Texas
|
$42.8M
|
+$17.4M
|
+443,745
|
+73%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$40.8M
|
-$509K
|
-12,976
|
-1%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36M
|
+$2.38M
|
+60,807
|
+7%
|
|
