|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$425M
|
+$35.9M
|
+982,525
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$363K
|
+9,930
|
+0.3%
|
|
|
3
|
|
$103M
|
-$3.21M
|
-87,870
|
-3%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$55M
|
+$2.12M
|
+58,065
|
+4%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$41.1M
|
+$1.59M
|
+43,435
|
+4%
|
|
|
6
|
|
$40.8M
|
-$486K
|
-13,280
|
-1%
|
|
|
7
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$24.3M
|
+$903K
|
+24,695
|
+4%
|
|
|
8
|
Waddell & Associates
Memphis,
Tennessee
|
$22.2M
|
-$617K
|
-16,860
|
-3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$21.3M
|
-$490K
|
-13,395
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$20.9M
|
-$163K
|
-4,450
|
-0.8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$20M
|
-$6.45M
|
-176,240
|
-25%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.5M
|
+$41.5K
|
+1,135
|
+0.2%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$17.2M
|
+$260K
|
+7,115
|
+2%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$16.8M
|
-$488K
|
-13,340
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$333K
|
+9,115
|
+2%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$13.3M
|
+$7.68K
|
+210
|
+0.1%
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$13.3M
|
+$1.11M
|
+30,455
|
+9%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.9M
|
+$550K
|
+15,020
|
+4%
|
|
|
19
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.55M
|
-$12.3K
|
-335
|
-0.2%
|
|
|
20
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.48M
|
+$716K
|
+19,565
|
+12%
|
|
|
21
|
Solitude Financial Services
Charlottesville,
Virginia
|
$5.88M
|
+$92.6K
|
+2,530
|
+2%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$4.85M
|
+$255K
|
+6,980
|
+6%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$4.35M
|
-$466K
|
-12,740
|
-10%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$4.29M
|
-$10.4K
|
-285
|
-0.2%
|
|
|
25
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.24M
|
-$37.1K
|
-1,015
|
-0.9%
|
|
