|
1
|
|
$430M
|
+$22.2M
|
+860,048
|
+6%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$32.4M
|
+$31.5M
|
+1,220,756
|
New
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$30.5M
|
+$5.65M
|
+218,740
|
+24%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.6M
|
+$15.9M
|
+616,114
|
+6,587%
|
|
|
5
|
|
$16.3M
|
+$8.35M
|
+323,104
|
+110%
|
|
|
6
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$15.9M
|
+$14.6M
|
+564,809
|
+1,531%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.5M
|
+$12.1M
|
+470,000
|
New
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.89M
|
+$2.82M
|
+109,226
|
New
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.25M
|
+$189K
|
+7,303
|
+9%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.49M
|
+$160K
|
+6,179
|
+12%
|
|
|
11
|
Whittier Trust
South Pasadena,
California
|
$1.26M
|
-$53.9K
|
-2,088
|
-4%
|
|
|
12
|
WhitTier Trust Company
Reno,
Nevada
|
$1.05M
|
-$46.1K
|
-1,784
|
-4%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$833K
|
+$288K
|
+11,155
|
+55%
|
|
|
14
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$734K
|
+$716K
|
+27,703
|
New
|
|
|
15
|
Concert Wealth Management
San Jose,
California
|
$507K
|
+$488K
|
+18,876
|
New
|
|
|
16
|
Virtu KCG Holdings
New York
|
$462K
|
-$2.11M
|
-81,498
|
-82%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$389K
|
+$378K
|
+14,647
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$222K
|
+$189K
|
+7,308
|
+680%
|
|
|
19
|
Brown Advisory
Baltimore,
Maryland
|
$218K
|
+$212K
|
+8,215
|
New
|
|
|
20
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$101K
|
+$98.6K
|
+3,817
|
New
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$11K
|
+$10.3K
|
+400
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$4K
|
-$78.6K
|
-3,043
|
-95%
|
|
|
23
|
|
–
|
-$2.81M
|
-107,116
|
Closed
|
|
