|
1
|
Charles Schwab
San Francisco,
California
|
$819M
|
-$19.6M
|
-457,558
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
+$2.45M
|
+57,183
|
+2%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$55M
|
-$2.36M
|
-55,022
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$51.6M
|
+$724K
|
+16,910
|
+1%
|
|
|
5
|
|
$46.8M
|
-$602K
|
-14,051
|
-1%
|
|
|
6
|
First Foundation Advisors
Irvine,
California
|
$46M
|
+$2.23M
|
+52,016
|
+5%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$42M
|
+$43.2M
|
+1,009,453
|
New
|
|
|
8
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$35.9M
|
-$240K
|
-5,598
|
-0.6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$32M
|
-$699K
|
-16,318
|
-2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.8M
|
+$1.07M
|
+24,962
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$28.1M
|
+$2.06M
|
+48,132
|
+8%
|
|
|
12
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$26.1M
|
+$26.9M
|
+627,558
|
New
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.3M
|
-$31.8M
|
-742,366
|
-58%
|
|
|
14
|
Bank of New York Mellon
New York
|
$20.5M
|
+$368K
|
+8,594
|
+2%
|
|
|
15
|
|
$18.6M
|
+$10.4M
|
+241,812
|
+118%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.8M
|
+$12K
|
+280
|
+0.1%
|
|
|
17
|
NFP Retirement Inc
Aliso Viejo,
California
|
$17.5M
|
+$757K
|
+17,684
|
+4%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$17.1M
|
+$1.64M
|
+38,202
|
+10%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.5M
|
-$10.9M
|
-254,462
|
-46%
|
|
|
20
|
Callan Capital
La Jolla,
California
|
$11.5M
|
-$715K
|
-16,690
|
-6%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.8M
|
-$1.14M
|
-26,541
|
-9%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$10.8M
|
-$329K
|
-7,689
|
-3%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.7M
|
-$339K
|
-7,929
|
-3%
|
|
|
24
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$9.16M
|
+$595K
|
+13,897
|
+7%
|
|
|
25
|
Accredited Investors
Edina,
Minnesota
|
$8.37M
|
-$244K
|
-5,702
|
-3%
|
|
