|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$664M
|
-$5.68M
|
-163,273
|
-0.8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$80.2M
|
-$1.47M
|
-42,192
|
-2%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$52.4M
|
+$3.79M
|
+109,049
|
+7%
|
|
|
4
|
|
$40.2M
|
-$949K
|
-27,275
|
-2%
|
|
|
5
|
|
$34.7M
|
-$349K
|
-10,019
|
-0.9%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.9M
|
+$33.3M
|
+956,071
|
+2,249%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$32.8M
|
+$281K
|
+8,072
|
+0.8%
|
|
|
8
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$26.8M
|
+$33.2K
|
+954
|
+0.1%
|
|
|
9
|
Bank of New York Mellon
New York
|
$26.3M
|
+$27.7M
|
+797,279
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$21.8M
|
+$2.68M
|
+77,117
|
+13%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$21.5M
|
-$294K
|
-8,436
|
-1%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.8M
|
+$3.28M
|
+94,335
|
+18%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.8M
|
-$901K
|
-25,907
|
-4%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17.5M
|
+$882K
|
+25,349
|
+5%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$17.1M
|
+$1.57M
|
+45,203
|
+10%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$1.36M
|
+39,084
|
+10%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$13M
|
+$1.07M
|
+30,789
|
+9%
|
|
|
18
|
NFP Retirement Inc
Aliso Viejo,
California
|
$11.1M
|
+$309K
|
+8,874
|
+3%
|
|
|
19
|
Callan Capital
La Jolla,
California
|
$10.9M
|
+$85.5K
|
+2,457
|
+0.8%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.42M
|
+$195K
|
+5,600
|
+2%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$9.29M
|
-$26.5K
|
-762
|
-0.3%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.25M
|
-$851K
|
-24,456
|
-8%
|
|
|
23
|
Accredited Investors
Edina,
Minnesota
|
$8.95M
|
-$234K
|
-6,722
|
-2%
|
|
|
24
|
Avantax Advisory Services
Dallas,
Texas
|
$7.15M
|
+$863K
|
+24,814
|
+13%
|
|
|
25
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$6.7M
|
+$81.9K
|
+2,353
|
+1%
|
|
