|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$325M
|
-$7.75M
|
-327,800
|
-2%
|
|
|
2
|
|
$73.5M
|
-$5.59M
|
-236,230
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$69.4M
|
-$3.03M
|
-128,090
|
-4%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$31.1M
|
+$319K
|
+13,490
|
+1%
|
|
|
5
|
|
$29.9M
|
-$771K
|
-32,595
|
-2%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.9M
|
-$1.14M
|
-48,035
|
-4%
|
|
|
7
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$25.1M
|
+$25.3M
|
+1,071,055
|
New
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$23.8M
|
-$2.6M
|
-109,805
|
-10%
|
|
|
9
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$15.3M
|
-$134K
|
-5,685
|
-0.9%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
-$1.44M
|
-60,795
|
-9%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6M
|
+$146K
|
+6,160
|
+0.8%
|
|
|
12
|
Waddell & Associates
Memphis,
Tennessee
|
$14.2M
|
-$29.7K
|
-1,255
|
-0.2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.7M
|
-$4.81M
|
-203,210
|
-29%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$11.3M
|
-$509K
|
-21,525
|
-4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$11M
|
+$1.78M
|
+75,260
|
+19%
|
|
|
16
|
Merriman Wealth Management
Seattle,
Washington
|
$10.6M
|
-$237K
|
-10,000
|
-2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$8.7M
|
+$2.32M
|
+97,880
|
+36%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.05M
|
-$46.8K
|
-1,980
|
-0.6%
|
|
|
19
|
DWM Financial Group
Palatine,
Illinois
|
$7.4M
|
-$4.5K
|
-190
|
-0.1%
|
|
|
20
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7.39M
|
+$28.1K
|
+1,190
|
+0.4%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$7.08M
|
-$796K
|
-33,655
|
-10%
|
|
|
22
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.25M
|
-$215K
|
-9,085
|
-4%
|
|
|
23
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.53M
|
-$136K
|
-5,735
|
-3%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$4.09M
|
-$155K
|
-6,565
|
-4%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$4.05M
|
+$1.25M
|
+52,750
|
+44%
|
|
