|
1
|
Bank of America
Charlotte,
North Carolina
|
$250M
|
-$10.8M
|
-614,880
|
-4%
|
|
|
2
|
|
$225M
|
+$40.4M
|
+2,294,555
|
+21%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$170M
|
-$5.63M
|
-319,310
|
-3%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$104M
|
+$4.53M
|
+257,300
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$68.7M
|
-$8.52M
|
-483,215
|
-11%
|
|
|
6
|
|
$62.2M
|
-$7.28M
|
-413,060
|
-10%
|
|
|
7
|
Simply Money Advisors
Cincinnati,
Ohio
|
$61.5M
|
+$684K
|
+38,825
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$56.8M
|
+$26.5M
|
+1,503,175
|
+84%
|
|
|
9
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$54.3M
|
+$13.4M
|
+761,735
|
+32%
|
|
|
10
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$51.4M
|
+$5.58M
|
+316,315
|
+12%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$50.1M
|
+$102K
|
+5,780
|
+0.2%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$49.5M
|
+$2.82M
|
+160,225
|
+6%
|
|
|
13
|
Callan Capital
La Jolla,
California
|
$46.3M
|
+$5.08M
|
+288,220
|
+12%
|
|
|
14
|
Grimes & Company
Westborough,
Massachusetts
|
$45.9M
|
+$359K
|
+20,350
|
+0.8%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$41.1M
|
+$6.42M
|
+364,435
|
+18%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$39.2M
|
+$6.2M
|
+351,640
|
+18%
|
|
|
17
|
Kinsight LLC
Birmingham,
Alabama
|
$33.8M
|
+$1.19M
|
+67,445
|
+4%
|
|
|
18
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$32.4M
|
+$1.59M
|
+90,420
|
+5%
|
|
|
19
|
Baystate Wealth Management
Boston,
Massachusetts
|
$30M
|
+$2.03M
|
+114,925
|
+7%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.5M
|
+$2.82M
|
+159,870
|
+10%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.5M
|
+$20.7M
|
+1,175,840
|
+226%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$29.5M
|
+$1.73M
|
+98,425
|
+6%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28M
|
+$1.75M
|
+99,140
|
+7%
|
|
|
24
|
Spectrum Management Group
Indianapolis,
Indiana
|
$27.3M
|
-$34.2M
|
-1,939,005
|
-55%
|
|
|
25
|
Choate Investment Advisors
Boston,
Massachusetts
|
$25.7M
|
-$10.5M
|
-594,420
|
-30%
|
|
