|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$393M
|
-$60.6M
|
-1,774,835
|
-14%
|
|
|
2
|
|
$104M
|
-$2.98M
|
-87,220
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
-$1M
|
-29,395
|
-1%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$46.4M
|
-$1.71M
|
-50,055
|
-4%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$41.7M
|
-$3.89M
|
-114,015
|
-9%
|
|
|
6
|
|
$41.5M
|
-$890K
|
-26,065
|
-2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.3M
|
+$5.13M
|
+150,175
|
+27%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$22.5M
|
+$4.03M
|
+118,030
|
+23%
|
|
|
9
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$22.2M
|
-$682K
|
-19,990
|
-3%
|
|
|
10
|
Waddell & Associates
Memphis,
Tennessee
|
$22.1M
|
+$153K
|
+4,470
|
+0.7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$19M
|
+$3.61M
|
+105,720
|
+24%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$18.5M
|
-$8.85M
|
-259,260
|
-33%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.2M
|
-$157K
|
-4,605
|
-0.9%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$16.1M
|
-$217K
|
-6,370
|
-1%
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$15.4M
|
-$140K
|
-4,110
|
-0.9%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13M
|
+$3.33M
|
+97,465
|
+36%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$12.1M
|
+$2.7M
|
+79,100
|
+30%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
+$119K
|
+3,490
|
+1%
|
|
|
19
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$11.6M
|
-$6.66K
|
-195
|
-0.1%
|
|
|
20
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.73M
|
-$119K
|
-3,480
|
-2%
|
|
|
21
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.08M
|
-$797K
|
-23,350
|
-12%
|
|
|
22
|
Solitude Financial Services
Charlottesville,
Virginia
|
$5.57M
|
-$850K
|
-24,900
|
-14%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$4.78M
|
-$499K
|
-14,605
|
-10%
|
|
|
24
|
Callan Capital
La Jolla,
California
|
$4.71M
|
-$804K
|
-23,550
|
-15%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$4.38M
|
-$153K
|
-4,495
|
-3%
|
|
