|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$800M
|
-$24.1M
|
-648,298
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$96.9M
|
+$2.28M
|
+61,217
|
+3%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$61.3M
|
-$2.62M
|
-70,294
|
-4%
|
|
|
4
|
|
$46.7M
|
-$1.45M
|
-38,985
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$46.6M
|
-$1.5M
|
-40,223
|
-3%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$46M
|
+$4.4M
|
+118,251
|
+11%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$38.5M
|
-$1.02M
|
-27,328
|
-3%
|
|
|
8
|
First Foundation Advisors
Irvine,
California
|
$33.2M
|
+$10.9M
|
+292,829
|
+53%
|
|
|
9
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$32.5M
|
+$567K
|
+15,213
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$27.2M
|
-$292K
|
-7,841
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.6M
|
+$409K
|
+10,971
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$23M
|
-$2.04M
|
-54,774
|
-9%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$22.1M
|
+$564K
|
+15,151
|
+3%
|
|
|
14
|
Bank of New York Mellon
New York
|
$17.4M
|
-$16.2M
|
-434,633
|
-50%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16M
|
+$15.2M
|
+407,410
|
New
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$15.9M
|
+$267K
|
+7,165
|
+2%
|
|
|
17
|
NFP Retirement Inc
Aliso Viejo,
California
|
$14.8M
|
+$475K
|
+12,743
|
+3%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$11.6M
|
-$34.4K
|
-923
|
-0.3%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$11.5M
|
+$982K
|
+26,356
|
+10%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.3M
|
+$451K
|
+12,119
|
+4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.9M
|
+$19.5K
|
+523
|
+0.2%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$10.8M
|
-$160K
|
-4,309
|
-2%
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.87M
|
+$410K
|
+11,018
|
+5%
|
|
|
24
|
Accredited Investors
Edina,
Minnesota
|
$9.65M
|
-$443K
|
-11,884
|
-5%
|
|
|
25
|
|
$7.84M
|
-$845K
|
-22,680
|
-10%
|
|
