|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$788M
|
+$29.4M
|
+877,406
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$90.2M
|
-$891K
|
-26,568
|
-1%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$61.2M
|
+$1.48M
|
+44,148
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$46M
|
+$26.4M
|
+787,675
|
+179%
|
|
|
5
|
|
$46M
|
+$272K
|
+8,106
|
+0.7%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.5M
|
+$1.85M
|
+55,266
|
+6%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$37.8M
|
+$492K
|
+14,674
|
+1%
|
|
|
8
|
Bank of New York Mellon
New York
|
$32.9M
|
+$2.66M
|
+79,262
|
+10%
|
|
|
9
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$30.4M
|
+$21.1K
|
+628
|
+0.1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$26.2M
|
+$1.34M
|
+40,005
|
+6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$24M
|
-$357K
|
-10,657
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.1M
|
+$709K
|
+21,158
|
+4%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.9M
|
-$1.52M
|
-45,199
|
-7%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$20.7M
|
+$1.14M
|
+33,983
|
+7%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$20.5M
|
+$537K
|
+16,024
|
+3%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$14.9M
|
+$143K
|
+4,256
|
+1%
|
|
|
17
|
NFP Retirement Inc
Aliso Viejo,
California
|
$13.7M
|
+$899K
|
+26,827
|
+8%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$11.1M
|
-$1.09M
|
-32,494
|
-10%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$10.4M
|
-$92.8K
|
-2,769
|
-1%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.4M
|
-$279K
|
-8,317
|
-3%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.3M
|
-$165K
|
-4,936
|
-2%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$10M
|
+$1.69M
|
+50,440
|
+23%
|
|
|
23
|
Accredited Investors
Edina,
Minnesota
|
$9.65M
|
-$461K
|
-13,754
|
-5%
|
|
|
24
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.85M
|
+$1.57M
|
+46,809
|
+25%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.66M
|
+$1.45M
|
+43,395
|
+22%
|
|
