|
1
|
|
$227M
|
-$2.6M
|
-172,430
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
+$16.8M
|
+1,116,070
|
+18%
|
|
|
3
|
BB&T Securities
Richmond,
Virginia
|
$42.3M
|
-$24K
|
-1,590
|
-0.6%
|
|
|
4
|
|
$40.2M
|
+$13.9M
|
+919,750
|
+53%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$36.6M
|
-$2.87M
|
-190,270
|
-7%
|
|
|
6
|
Callan Capital
La Jolla,
California
|
$35.9M
|
+$3.12M
|
+206,905
|
+10%
|
|
|
7
|
Simply Money Advisors
Cincinnati,
Ohio
|
$35.6M
|
+$20.7M
|
+1,369,315
|
+139%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.3M
|
+$5.17M
|
+342,500
|
+17%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$32.1M
|
+$1.61M
|
+106,550
|
+5%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$26.9M
|
+$26.9M
|
+1,782,090
|
New
|
|
|
11
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$25.4M
|
-$769K
|
-51,000
|
-3%
|
|
|
12
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$24.8M
|
+$1.13M
|
+74,850
|
+5%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$23.9M
|
+$2.52M
|
+166,960
|
+12%
|
|
|
14
|
|
$21.7M
|
+$7.77M
|
+515,085
|
+56%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.3M
|
+$19.3M
|
+1,281,230
|
New
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$19M
|
-$1.6M
|
-106,080
|
-8%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$16.5M
|
-$679K
|
-44,995
|
-4%
|
|
|
18
|
Osborne Partners Capital Management
San Francisco,
California
|
$15.7M
|
+$921K
|
+61,055
|
+6%
|
|
|
19
|
Baystate Wealth Management
Boston,
Massachusetts
|
$13.9M
|
+$691K
|
+45,770
|
+5%
|
|
|
20
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$13.8M
|
+$982K
|
+65,070
|
+8%
|
|
|
21
|
Oppenheimer & Co
New York
|
$12.8M
|
+$455K
|
+30,135
|
+4%
|
|
|
22
|
Denver Investment Advisors
Denver,
Colorado
|
$12.7M
|
–
|
–
|
–
|
|
|
23
|
|
$11.5M
|
+$9.8M
|
+649,260
|
+563%
|
|
|
24
|
Kinsight LLC
Birmingham,
Alabama
|
$11.2M
|
+$11.2M
|
+744,215
|
New
|
|
|
25
|
Sigma Investment Counselors
Northville,
Michigan
|
$10.8M
|
+$316K
|
+20,940
|
+3%
|
|
