|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$697M
|
-$19.3M
|
-593,350
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$85M
|
-$3.6M
|
-110,390
|
-4%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$50.8M
|
-$994K
|
-30,495
|
-2%
|
|
|
4
|
|
$42.8M
|
+$4.71M
|
+144,665
|
+13%
|
|
|
5
|
|
$36.4M
|
-$2.3M
|
-70,545
|
-6%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$33.8M
|
-$529K
|
-16,220
|
-2%
|
|
|
7
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$27.8M
|
+$984K
|
+30,190
|
+4%
|
|
|
8
|
PFS Investments
Duluth,
Georgia
|
$26.1M
|
+$1.15M
|
+35,425
|
+5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$22.7M
|
-$1.19M
|
-36,615
|
-5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.4M
|
+$2.16M
|
+66,255
|
+13%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$20M
|
+$1.81M
|
+55,655
|
+11%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.5M
|
-$61.9K
|
-1,900
|
-0.4%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17.4M
|
+$11.6K
|
+355
|
+0.1%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$16.2M
|
+$1.03M
|
+31,625
|
+7%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$1.25M
|
+38,420
|
+11%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$12.4M
|
+$348K
|
+10,680
|
+3%
|
|
|
17
|
NFP Retirement Inc
Aliso Viejo,
California
|
$11.3M
|
+$992K
|
+30,445
|
+10%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$11.2M
|
-$423K
|
-12,985
|
-4%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.5M
|
-$535K
|
-16,400
|
-5%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$9.7M
|
-$419K
|
-12,870
|
-4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.62M
|
+$296K
|
+9,070
|
+3%
|
|
|
22
|
Accredited Investors
Edina,
Minnesota
|
$9.55M
|
-$283K
|
-8,685
|
-3%
|
|
|
23
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$6.9M
|
+$411K
|
+12,610
|
+7%
|
|
|
24
|
Arlington Financial Advisors
Santa Barbara,
California
|
$6.64M
|
-$93K
|
-2,855
|
-1%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$6.59M
|
+$240K
|
+7,375
|
+4%
|
|
