|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$672M
|
-$8.44M
|
-263,500
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$84.2M
|
+$3.2K
|
+100
|
+0%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$48.9M
|
-$2.1M
|
-65,400
|
-4%
|
|
|
4
|
|
$39.6M
|
+$809K
|
+25,255
|
+2%
|
|
|
5
|
|
$38.1M
|
+$7.59M
|
+236,890
|
+25%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$31.1M
|
+$581K
|
+18,120
|
+2%
|
|
|
7
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$24.7M
|
+$395K
|
+12,340
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$21.9M
|
+$6.1M
|
+190,310
|
+38%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.9M
|
-$3.26M
|
-101,860
|
-16%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
-$11M
|
-344,650
|
-40%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.7M
|
+$245K
|
+7,635
|
+2%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$12.5M
|
+$5.31M
|
+165,635
|
+72%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.8M
|
+$9.62M
|
+300,295
|
+416%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$11.3M
|
-$292K
|
-9,105
|
-2%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$10.8M
|
+$1.17M
|
+36,505
|
+12%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$10.7M
|
-$714K
|
-22,295
|
-6%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$10.7M
|
+$439K
|
+13,715
|
+4%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$10.3M
|
-$633K
|
-19,760
|
-6%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.3M
|
+$8.97K
|
+280
|
+0.1%
|
|
|
20
|
NFP Retirement Inc
Aliso Viejo,
California
|
$9.42M
|
+$400K
|
+12,495
|
+4%
|
|
|
21
|
Accredited Investors
Edina,
Minnesota
|
$8.85M
|
+$1.49M
|
+46,615
|
+20%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.61M
|
-$2.94M
|
-91,820
|
-25%
|
|
|
23
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.21M
|
+$945K
|
+29,510
|
+15%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$5.79M
|
-$101K
|
-3,155
|
-2%
|
|
|
25
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$5.59M
|
+$806K
|
+25,150
|
+17%
|
|
