|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$489M
|
+$48.9M
|
+1,347,995
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
+$136K
|
+3,750
|
+0.1%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$54.3M
|
+$1.53M
|
+42,190
|
+3%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$44M
|
+$2.36M
|
+64,935
|
+6%
|
|
|
5
|
|
$43.3M
|
+$1.96M
|
+54,025
|
+5%
|
|
|
6
|
|
$29.4M
|
+$22.5M
|
+620,130
|
+335%
|
|
|
7
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$26.3M
|
+$1.48M
|
+40,845
|
+6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$25.5M
|
+$4.13M
|
+113,915
|
+20%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$23M
|
+$2.57M
|
+70,685
|
+13%
|
|
|
10
|
Waddell & Associates
Memphis,
Tennessee
|
$22.9M
|
+$249K
|
+6,870
|
+1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.9M
|
+$2.52M
|
+69,465
|
+14%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$14.9M
|
+$928K
|
+25,565
|
+7%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$14.4M
|
-$2.28M
|
-62,700
|
-14%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.3M
|
+$129K
|
+3,565
|
+1%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$11.6M
|
+$1.35M
|
+37,200
|
+13%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
-$1.87M
|
-51,475
|
-14%
|
|
|
17
|
NFP Retirement Inc
Aliso Viejo,
California
|
$7.73M
|
+$7.68M
|
+211,545
|
New
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.61M
|
+$496K
|
+13,670
|
+7%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.26M
|
-$2.18K
|
-60
|
-0%
|
|
|
20
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.11M
|
-$419K
|
-11,545
|
-6%
|
|
|
21
|
Callan Capital
La Jolla,
California
|
$6.97M
|
+$1.39M
|
+38,435
|
+25%
|
|
|
22
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$6.73M
|
+$6.69M
|
+184,250
|
New
|
|
|
23
|
Solitude Financial Services
Charlottesville,
Virginia
|
$5.89M
|
-$736K
|
-20,285
|
-11%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$5.36M
|
+$428K
|
+11,780
|
+9%
|
|
|
25
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$4.79M
|
+$1.24M
|
+34,055
|
+35%
|
|
