|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$399M
|
-$17.7M
|
-482,060
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
-$509K
|
-13,895
|
-0.5%
|
|
|
3
|
|
$108M
|
-$2.03M
|
-55,375
|
-2%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$48.3M
|
+$1.31M
|
+35,785
|
+3%
|
|
|
5
|
|
$42.3M
|
-$1.65M
|
-44,945
|
-4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$40.5M
|
-$3.61M
|
-98,435
|
-8%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.9M
|
+$130K
|
+3,550
|
+0.5%
|
|
|
8
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$23.9M
|
+$451K
|
+12,290
|
+2%
|
|
|
9
|
Waddell & Associates
Memphis,
Tennessee
|
$23.3M
|
-$84.7K
|
-2,310
|
-0.4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$22.3M
|
+$2.14M
|
+58,295
|
+11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$21.5M
|
-$2.33M
|
-63,555
|
-10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.9M
|
-$305K
|
-8,330
|
-2%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$17.7M
|
-$1.86M
|
-50,805
|
-10%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$17.3M
|
+$264K
|
+7,215
|
+2%
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$16.1M
|
-$268K
|
-7,315
|
-2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
-$82.7K
|
-2,255
|
-0.6%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$13.6M
|
+$761K
|
+20,750
|
+6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.7M
|
+$168K
|
+4,590
|
+1%
|
|
|
19
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$12.5M
|
+$200K
|
+5,460
|
+2%
|
|
|
20
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.74M
|
-$440K
|
-11,995
|
-5%
|
|
|
21
|
Solitude Financial Services
Charlottesville,
Virginia
|
$5.93M
|
+$19.4K
|
+530
|
+0.3%
|
|
|
22
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.9M
|
-$433K
|
-11,800
|
-7%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$4.93M
|
-$134K
|
-3,655
|
-3%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$4.71M
|
+$60.9K
|
+1,660
|
+1%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$4.41M
|
-$122K
|
-3,330
|
-3%
|
|
