|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$626M
|
-$38.5M
|
-1,182,660
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$77.4M
|
-$6.13M
|
-188,420
|
-7%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$46.9M
|
+$1.91M
|
+58,650
|
+4%
|
|
|
4
|
|
$35.7M
|
-$132K
|
-4,075
|
-0.3%
|
|
|
5
|
|
$28.1M
|
-$991K
|
-30,485
|
-3%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$28.1M
|
-$8.24M
|
-253,525
|
-21%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$25M
|
+$351K
|
+10,780
|
+1%
|
|
|
8
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$22.3M
|
-$260K
|
-7,985
|
-1%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.5M
|
+$2.63M
|
+80,865
|
+15%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
+$675K
|
+20,760
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.2M
|
-$3.98M
|
-122,260
|
-20%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$10.7M
|
-$3.86M
|
-118,835
|
-24%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
-$52.7K
|
-1,620
|
-0.4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$10.5M
|
+$403K
|
+12,390
|
+4%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$10.1M
|
-$336K
|
-10,320
|
-3%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$9.45M
|
+$105K
|
+3,230
|
+1%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.44M
|
+$10.4M
|
+319,895
|
+7,699%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$8.88M
|
+$2.43M
|
+74,615
|
+32%
|
|
|
19
|
NFP Retirement Inc
Aliso Viejo,
California
|
$8.3M
|
+$213K
|
+6,565
|
+2%
|
|
|
20
|
Accredited Investors
Edina,
Minnesota
|
$6.78M
|
+$4.57M
|
+140,695
|
+153%
|
|
|
21
|
First Foundation Advisors
Irvine,
California
|
$6.67M
|
+$3M
|
+92,160
|
+67%
|
|
|
22
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.77M
|
+$9.75K
|
+300
|
+0.2%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$5.41M
|
+$79.5K
|
+2,445
|
+1%
|
|
|
24
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$4.41M
|
-$52.3K
|
-1,610
|
-1%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.84M
|
-$57.5K
|
-1,770
|
-1%
|
|
