|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$462M
|
+$15M
|
+392,755
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$113M
|
+$190K
|
+4,975
|
+0.2%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$51.8M
|
+$2.62M
|
+68,785
|
+5%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$43.7M
|
+$495K
|
+12,985
|
+1%
|
|
|
5
|
|
$43.4M
|
+$547K
|
+14,360
|
+1%
|
|
|
6
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$26.1M
|
+$555K
|
+14,575
|
+2%
|
|
|
7
|
Waddell & Associates
Memphis,
Tennessee
|
$23.8M
|
+$487K
|
+12,775
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$22.3M
|
-$69.7K
|
-1,830
|
-0.3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$21.4M
|
-$523K
|
-13,720
|
-2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.9M
|
+$140K
|
+3,670
|
+0.7%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.3M
|
-$173K
|
-4,545
|
-0.9%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$17.6M
|
-$56.8K
|
-1,490
|
-0.3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$14.7M
|
+$664K
|
+17,425
|
+5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$14.1M
|
-$275K
|
-7,225
|
-2%
|
|
|
15
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$13.9M
|
-$80.2K
|
-2,105
|
-0.6%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.8M
|
+$226K
|
+5,930
|
+2%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$10.8M
|
-$7.24M
|
-190,040
|
-40%
|
|
|
18
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.9M
|
-$29.3K
|
-770
|
-0.4%
|
|
|
19
|
|
$7.11M
|
-$100M
|
-2,624,855
|
-93%
|
|
|
20
|
Solitude Financial Services
Charlottesville,
Virginia
|
$6.96M
|
+$775K
|
+20,340
|
+13%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.86M
|
+$4.1M
|
+107,525
|
+127%
|
|
|
22
|
Callan Capital
La Jolla,
California
|
$5.84M
|
+$1.57M
|
+41,295
|
+37%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$5.17M
|
+$73.9K
|
+1,940
|
+1%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.13M
|
+$2.36M
|
+61,885
|
+86%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$4.54M
|
+$30.5K
|
+800
|
+0.7%
|
|
