|
1
|
Charles Schwab
San Francisco,
California
|
$986M
|
+$36.6M
|
+887,580
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$460M
|
+$12.5M
|
+302,231
|
+3%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$283M
|
+$16.8M
|
+406,790
|
+6%
|
|
|
4
|
RFG Advisory
Birmingham,
Alabama
|
$277M
|
+$23.1M
|
+560,748
|
+9%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$213M
|
+$662K
|
+16,056
|
+0.3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$190M
|
+$965K
|
+23,395
|
+0.5%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
$157M
|
-$3.49M
|
-84,550
|
-2%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$133M
|
+$7.09M
|
+171,782
|
+5%
|
|
|
9
|
|
$128M
|
-$4.47M
|
-108,330
|
-3%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$110M
|
+$1.45M
|
+35,110
|
+1%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$108M
|
+$3.47M
|
+84,107
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$103M
|
+$2.99M
|
+72,457
|
+3%
|
|
|
13
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$90M
|
+$1.41M
|
+34,175
|
+2%
|
|
|
14
|
|
$89.3M
|
-$3.06M
|
-74,120
|
-3%
|
|
|
15
|
Linscomb Wealth
Houston,
Texas
|
$83.7M
|
-$23.5K
|
-569
|
-0%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$74.7M
|
-$5.51M
|
-133,460
|
-7%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$71.4M
|
+$1.91M
|
+46,331
|
+3%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$70.2M
|
-$7.22K
|
-175
|
-0%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$55.3M
|
+$442K
|
+10,710
|
+0.8%
|
|
|
20
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$54.3M
|
-$646K
|
-15,651
|
-1%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$49.5M
|
+$1.2M
|
+29,169
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48M
|
-$715K
|
-17,338
|
-1%
|
|
|
23
|
Holt Capital Partners
Fort Worth,
Texas
|
$40.8M
|
-$1.16M
|
-28,000
|
-3%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$38M
|
-$27K
|
-654
|
-0.1%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$34.2M
|
+$74.1K
|
+1,795
|
+0.2%
|
|
