|
1
|
|
$461M
|
-$2.13M
|
-75,969
|
-0.5%
|
|
|
2
|
Choate Investment Advisors
Boston,
Massachusetts
|
$63M
|
+$27.6M
|
+986,116
|
+81%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$57.4M
|
+$24.3M
|
+865,338
|
+75%
|
|
|
4
|
|
$25.5M
|
+$7.78M
|
+277,650
|
+45%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$21.3M
|
+$3.43M
|
+122,327
|
+20%
|
|
|
6
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$18.3M
|
+$1.16M
|
+41,263
|
+7%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14M
|
+$533K
|
+19,000
|
+4%
|
|
|
8
|
First Trust Advisors
Wheaton,
Illinois
|
$10.2M
|
+$10.1M
|
+358,953
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$5M
|
+$4.91M
|
+175,229
|
New
|
|
|
10
|
|
$4.66M
|
+$4.57M
|
+163,185
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.96M
|
+$829K
|
+29,583
|
+27%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$3.65M
|
+$3.6M
|
+128,500
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.02M
|
+$2.73M
|
+97,389
|
+1,162%
|
|
|
14
|
WealthSource Partners
San Luis Obispo,
California
|
$2.96M
|
+$2.91M
|
+103,792
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.65M
|
+$220K
|
+7,837
|
+9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.73M
|
+$125K
|
+4,462
|
+8%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$1.71M
|
+$798K
|
+28,485
|
+91%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$1.3M
|
-$55.9K
|
-1,993
|
-4%
|
|
|
19
|
WhitTier Trust Company
Reno,
Nevada
|
$1.13M
|
–
|
–
|
–
|
|
|
20
|
Concert Wealth Management
San Jose,
California
|
$642K
|
+$108K
|
+3,842
|
+20%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$486K
|
+$66.5K
|
+2,372
|
+16%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$402K
|
+$395K
|
+14,104
|
New
|
|
|
23
|
Venturi Wealth Management
Austin,
Texas
|
$356K
|
+$350K
|
+12,490
|
New
|
|
|
24
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$338K
|
+$334K
|
+11,910
|
New
|
|
|
25
|
Essex Financial Services
Essex,
Connecticut
|
$311K
|
+$306K
|
+10,901
|
New
|
|
