|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$695M
|
+$308M
|
+9,263,215
|
+69%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$87.2M
|
-$3.44M
|
-103,375
|
-4%
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$66.3M
|
+$71.9M
|
+2,158,900
|
+121,972%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$47.5M
|
+$2.09M
|
+62,855
|
+4%
|
|
|
5
|
|
$37.7M
|
+$1.4M
|
+42,175
|
+4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$37.3M
|
+$407K
|
+12,235
|
+1%
|
|
|
7
|
|
$30.5M
|
+$6.33M
|
+190,140
|
+24%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$25.9M
|
+$4.98M
|
+149,470
|
+21%
|
|
|
9
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$23.8M
|
+$1.78M
|
+53,580
|
+7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.7M
|
+$1.26M
|
+37,945
|
+7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.1M
|
+$348K
|
+10,465
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$14.9M
|
-$4.76M
|
-142,995
|
-23%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$14.8M
|
+$5.47M
|
+164,375
|
+52%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.2M
|
+$33K
|
+990
|
+0.3%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$10.9M
|
-$1.3M
|
-39,025
|
-10%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$10.7M
|
-$2M
|
-60,215
|
-15%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$9.85M
|
+$101K
|
+3,040
|
+1%
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$9.69M
|
+$10.5M
|
+315,845
|
New
|
|
|
19
|
NFP Retirement Inc
Aliso Viejo,
California
|
$8.54M
|
+$2.22M
|
+66,760
|
+32%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$7.06M
|
+$1.31M
|
+39,360
|
+21%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.5M
|
+$14.3K
|
+430
|
+0.2%
|
|
|
22
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.06M
|
+$105K
|
+3,160
|
+2%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$5.62M
|
+$1.22M
|
+36,745
|
+25%
|
|
|
24
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$4.69M
|
-$1.05M
|
-31,425
|
-17%
|
|
|
25
|
First Foundation Advisors
Irvine,
California
|
$4.19M
|
+$4.55M
|
+136,745
|
New
|
|
