|
1
|
Charles Schwab
San Francisco,
California
|
$837M
|
-$18.6M
|
-462,935
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
+$3.86M
|
+96,199
|
+4%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$57.2M
|
-$3.63M
|
-90,495
|
-6%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$53.1M
|
+$2.85M
|
+71,003
|
+6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$50.8M
|
+$145K
|
+3,627
|
+0.3%
|
|
|
6
|
|
$47.3M
|
-$585K
|
-14,577
|
-1%
|
|
|
7
|
First Foundation Advisors
Irvine,
California
|
$43.8M
|
+$1.08M
|
+26,812
|
+3%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$38.9M
|
+$279K
|
+6,948
|
+0.7%
|
|
|
9
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$36.1M
|
+$369K
|
+9,212
|
+1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$32.7M
|
+$3.78M
|
+94,290
|
+14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.7M
|
+$2.63M
|
+65,613
|
+11%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$26.1M
|
+$2.15M
|
+53,707
|
+9%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23M
|
-$542K
|
-13,519
|
-2%
|
|
|
14
|
Bank of New York Mellon
New York
|
$20.1M
|
+$8.46K
|
+211
|
+0%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.8M
|
+$103K
|
+2,579
|
+0.6%
|
|
|
16
|
NFP Retirement Inc
Aliso Viejo,
California
|
$16.7M
|
+$717K
|
+17,882
|
+5%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$15.5M
|
+$1.82M
|
+45,278
|
+14%
|
|
|
18
|
Callan Capital
La Jolla,
California
|
$12.2M
|
-$2.57K
|
-64
|
-0%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.9M
|
-$33.9K
|
-846
|
-0.3%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$11.1M
|
+$171K
|
+4,264
|
+2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11M
|
-$144K
|
-3,595
|
-1%
|
|
|
22
|
Accredited Investors
Edina,
Minnesota
|
$8.6M
|
-$220K
|
-5,486
|
-3%
|
|
|
23
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$8.55M
|
+$399K
|
+9,948
|
+5%
|
|
|
24
|
|
$8.5M
|
+$546K
|
+13,610
|
+7%
|
|
|
25
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$8.08M
|
-$106K
|
-2,643
|
-1%
|
|
