|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$687M
|
-$10.7M
|
-318,825
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$85.1M
|
-$2.4M
|
-71,330
|
-3%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$49.6M
|
-$1.14M
|
-33,820
|
-2%
|
|
|
4
|
|
$37.2M
|
-$2.39M
|
-71,120
|
-6%
|
|
|
5
|
|
$36.2M
|
-$4.98M
|
-148,150
|
-12%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$32.9M
|
+$643K
|
+19,100
|
+2%
|
|
|
7
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$25.7M
|
+$42.2K
|
+1,255
|
+0.2%
|
|
|
8
|
PFS Investments
Duluth,
Georgia
|
$23.2M
|
+$24.4M
|
+724,180
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$22.9M
|
+$151K
|
+4,485
|
+0.6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.4M
|
+$162K
|
+4,825
|
+0.9%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.4M
|
+$1.08M
|
+31,965
|
+6%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
+$489K
|
+14,545
|
+3%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.7M
|
+$4.5M
|
+133,730
|
+36%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$14.5M
|
+$1.55M
|
+46,060
|
+12%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$172K
|
+5,100
|
+1%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$11.6M
|
+$457K
|
+13,595
|
+4%
|
|
|
17
|
Callan Capital
La Jolla,
California
|
$11.2M
|
-$36.2K
|
-1,075
|
-0.3%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.6M
|
-$101K
|
-3,015
|
-0.9%
|
|
|
19
|
NFP Retirement Inc
Aliso Viejo,
California
|
$9.82M
|
+$34.8K
|
+1,035
|
+0.3%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$9.71M
|
-$1.05M
|
-31,195
|
-10%
|
|
|
21
|
Accredited Investors
Edina,
Minnesota
|
$9.43M
|
+$244K
|
+7,240
|
+3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.91M
|
-$27.4K
|
-815
|
-0.3%
|
|
|
23
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.45M
|
-$1.06M
|
-31,400
|
-14%
|
|
|
24
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$6.19M
|
+$397K
|
+11,790
|
+7%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$6.07M
|
+$63.9K
|
+1,900
|
+1%
|
|
