|
1
|
Charles Schwab
San Francisco,
California
|
$794M
|
+$52.3M
|
+1,274,728
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$97.1M
|
-$1.98M
|
-48,175
|
-2%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$46.6M
|
-$3.72M
|
-90,823
|
-7%
|
|
|
4
|
|
$42.1M
|
-$585K
|
-14,257
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$41M
|
-$6.39M
|
-155,714
|
-13%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$38.7M
|
+$488K
|
+11,897
|
+1%
|
|
|
7
|
First Foundation Advisors
Irvine,
California
|
$38.4M
|
-$3.78M
|
-92,128
|
-8%
|
|
|
8
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$33.5M
|
+$875K
|
+21,330
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.6M
|
+$1.5M
|
+36,502
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$26.5M
|
-$2.9M
|
-70,695
|
-9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
-$30K
|
-732
|
-0.1%
|
|
|
12
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$25.4M
|
+$1.77M
|
+43,065
|
+7%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.9M
|
-$416K
|
-10,135
|
-2%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$19.2M
|
+$3.92M
|
+95,537
|
+23%
|
|
|
15
|
|
$18.9M
|
+$2.17M
|
+53,031
|
+12%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.3M
|
+$162K
|
+3,942
|
+0.9%
|
|
|
17
|
NFP Retirement Inc
Aliso Viejo,
California
|
$15.5M
|
-$417K
|
-10,160
|
-2%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.2M
|
-$176K
|
-4,284
|
-1%
|
|
|
19
|
Callan Capital
La Jolla,
California
|
$10.3M
|
-$234K
|
-5,705
|
-2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.61M
|
-$158K
|
-3,856
|
-1%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$9.57M
|
-$235K
|
-5,734
|
-2%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.49M
|
-$334K
|
-8,133
|
-3%
|
|
|
23
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$8.69M
|
+$407K
|
+9,922
|
+5%
|
|
|
24
|
Equitable Holdings
New York
|
$8.24M
|
+$1.02M
|
+24,847
|
+13%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.93M
|
+$774K
|
+18,885
|
+10%
|
|
