|
1
|
|
$242M
|
+$12M
|
+674,330
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$208M
|
+$872K
|
+49,070
|
+0.4%
|
|
|
3
|
|
$121M
|
+$46.3M
|
+2,604,510
|
+61%
|
|
|
4
|
Spectrum Management Group
Indianapolis,
Indiana
|
$65.3M
|
+$1.2M
|
+67,590
|
+2%
|
|
|
5
|
Simply Money Advisors
Cincinnati,
Ohio
|
$60.9M
|
-$401K
|
-22,565
|
-0.6%
|
|
|
6
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$60.8M
|
+$933K
|
+52,495
|
+2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$51.9M
|
+$10.2M
|
+575,245
|
+24%
|
|
|
8
|
|
$50.2M
|
+$1.45M
|
+81,530
|
+3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$45.4M
|
+$1.08M
|
+61,040
|
+2%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$43.7M
|
-$241K
|
-13,565
|
-0.5%
|
|
|
11
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$41.9M
|
+$3.13M
|
+176,185
|
+8%
|
|
|
12
|
|
$39.5M
|
+$6.71M
|
+377,615
|
+20%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.3M
|
-$2.49M
|
-139,990
|
-7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$35.1M
|
-$17.7M
|
-993,900
|
-33%
|
|
|
15
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$31.1M
|
-$450K
|
-25,340
|
-1%
|
|
|
16
|
Kinsight LLC
Birmingham,
Alabama
|
$26.3M
|
+$9.04M
|
+508,565
|
+52%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.8M
|
+$324K
|
+18,245
|
+1%
|
|
|
18
|
Oppenheimer & Co
New York
|
$24.6M
|
+$330K
|
+18,585
|
+1%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$23.4M
|
+$23.7M
|
+1,334,000
|
New
|
|
|
20
|
Texas Capital Bancshares
Dallas,
Texas
|
$23.4M
|
+$661K
|
+37,215
|
+3%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$22.6M
|
-$519K
|
-29,200
|
-2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.5M
|
+$890K
|
+50,095
|
+4%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$21.2M
|
-$521K
|
-29,330
|
-2%
|
|
|
24
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$21.2M
|
–
|
–
|
–
|
|
|
25
|
Baystate Wealth Management
Boston,
Massachusetts
|
$20.9M
|
+$1.24M
|
+69,955
|
+6%
|
|
