|
1
|
Charles Schwab
San Francisco,
California
|
$786M
|
+$785M
|
+20,605,123
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$93.8M
|
-$334K
|
-8,765
|
-0.4%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$55.9M
|
-$3.61M
|
-94,681
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$46.5M
|
+$1.21M
|
+31,717
|
+3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$46M
|
+$1.32M
|
+34,749
|
+3%
|
|
|
6
|
|
$44M
|
-$1.28M
|
-33,485
|
-3%
|
|
|
7
|
First Foundation Advisors
Irvine,
California
|
$39.2M
|
+$6.97M
|
+182,834
|
+22%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$35.5M
|
-$1.92M
|
-50,459
|
-5%
|
|
|
9
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$32.8M
|
+$1.26M
|
+32,953
|
+4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$26.4M
|
+$18.9K
|
+496
|
+0.1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.9M
|
-$6.78K
|
-178
|
-0%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$21.9M
|
-$438K
|
-11,507
|
-2%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$21.7M
|
+$174K
|
+4,579
|
+0.8%
|
|
|
14
|
Bank of New York Mellon
New York
|
$18.5M
|
+$1.6M
|
+42,100
|
+10%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.2M
|
+$663K
|
+17,401
|
+4%
|
|
|
16
|
NFP Retirement Inc
Aliso Viejo,
California
|
$14.7M
|
+$291K
|
+7,643
|
+2%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$12.5M
|
+$1.27M
|
+33,399
|
+11%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$11.2M
|
-$96.9K
|
-2,542
|
-0.9%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.9M
|
-$56.8K
|
-1,490
|
-0.5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.3M
|
-$330K
|
-8,667
|
-3%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$9.99M
|
-$473K
|
-12,401
|
-5%
|
|
|
22
|
Accredited Investors
Edina,
Minnesota
|
$8.1M
|
-$1.26M
|
-33,170
|
-14%
|
|
|
23
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.67M
|
+$7.66M
|
+201,090
|
New
|
|
|
24
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$7.52M
|
+$14.6K
|
+383
|
+0.2%
|
|
|
25
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$7.47M
|
+$1.03M
|
+27,154
|
+16%
|
|
