|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$390M
|
-$25.6M
|
-941,665
|
-7%
|
|
|
2
|
|
$91.8M
|
-$2.71M
|
-99,810
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$89.7M
|
+$253K
|
+9,305
|
+0.3%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$46.7M
|
+$774K
|
+28,520
|
+2%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$39.1M
|
+$524K
|
+19,290
|
+2%
|
|
|
6
|
|
$36.3M
|
-$2.06M
|
-75,860
|
-6%
|
|
|
7
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$33.7M
|
+$1.25M
|
+45,950
|
+4%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$23.6M
|
-$6.32M
|
-232,880
|
-23%
|
|
|
9
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$19.6M
|
-$171K
|
-6,280
|
-1%
|
|
|
10
|
Waddell & Associates
Memphis,
Tennessee
|
$18.8M
|
+$389K
|
+14,325
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.9M
|
-$5.99M
|
-220,540
|
-28%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$15.7M
|
+$1.41M
|
+51,965
|
+11%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.7M
|
-$2.93M
|
-107,840
|
-17%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$14M
|
-$584K
|
-21,515
|
-4%
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$13.3M
|
-$306K
|
-11,285
|
-2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$13.1M
|
+$1.69M
|
+62,405
|
+17%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10M
|
-$329K
|
-12,110
|
-4%
|
|
|
18
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$9.92M
|
+$360K
|
+13,260
|
+4%
|
|
|
19
|
DWM Financial Group
Palatine,
Illinois
|
$9.74M
|
+$174K
|
+6,400
|
+2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$8.18M
|
-$6.24M
|
-229,745
|
-46%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$8.02M
|
-$867K
|
-31,945
|
-11%
|
|
|
22
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.72M
|
-$40.7K
|
-1,500
|
-0.7%
|
|
|
23
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.83M
|
-$8.42K
|
-310
|
-0.2%
|
|
|
24
|
Solitude Financial Services
Charlottesville,
Virginia
|
$5.52M
|
+$4.97M
|
+182,920
|
New
|
|
|
25
|
Callan Capital
La Jolla,
California
|
$4.75M
|
-$475K
|
-17,510
|
-10%
|
|
