|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$317M
|
-$68.2M
|
-3,323,970
|
-19%
|
|
|
2
|
|
$75.4M
|
-$1.57M
|
-76,600
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$69.1M
|
-$19M
|
-926,520
|
-23%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$32.1M
|
-$219K
|
-10,690
|
-0.8%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.6M
|
-$528K
|
-25,715
|
-2%
|
|
|
6
|
|
$29.3M
|
-$4.74M
|
-230,915
|
-15%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$25.1M
|
-$5.34M
|
-259,955
|
-19%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$15.7M
|
-$666K
|
-32,435
|
-4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
-$2.38M
|
-115,820
|
-14%
|
|
|
10
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$14.8M
|
+$4.91M
|
+239,320
|
+57%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.4M
|
-$3.9M
|
-189,820
|
-20%
|
|
|
12
|
Waddell & Associates
Memphis,
Tennessee
|
$13.6M
|
+$521K
|
+25,405
|
+4%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$11.3M
|
+$1.61M
|
+78,625
|
+18%
|
|
|
14
|
Merriman Wealth Management
Seattle,
Washington
|
$10.3M
|
+$9.5M
|
+462,875
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$8.8M
|
+$634K
|
+30,900
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.72M
|
-$326K
|
-15,875
|
-4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$7.4M
|
-$972K
|
-47,380
|
-13%
|
|
|
18
|
DWM Financial Group
Palatine,
Illinois
|
$7.07M
|
+$6.49M
|
+316,310
|
New
|
|
|
19
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7.02M
|
-$402K
|
-19,610
|
-6%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$6.12M
|
-$3.9M
|
-190,230
|
-41%
|
|
|
21
|
Clarius Group LLC
Seattle,
Washington
|
$5.74M
|
+$4.86M
|
+236,690
|
+1,163%
|
|
|
22
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.21M
|
-$389K
|
-18,960
|
-8%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.87M
|
-$706K
|
-34,385
|
-14%
|
|
|
24
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.45M
|
-$2.3M
|
-112,060
|
-36%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$4.4M
|
-$960K
|
-46,775
|
-19%
|
|
