|
1
|
Bank of America
Charlotte,
North Carolina
|
$241M
|
-$12.4M
|
-746,720
|
-5%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$168M
|
-$3.87M
|
-232,360
|
-2%
|
|
|
3
|
|
$156M
|
-$69.3M
|
-4,158,605
|
-32%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$101M
|
-$3.56M
|
-213,650
|
-4%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$86.7M
|
+$32.7M
|
+1,962,195
|
+66%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$71M
|
+$1.2M
|
+72,100
|
+2%
|
|
|
7
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$64.3M
|
+$8.68M
|
+520,440
|
+17%
|
|
|
8
|
|
$56.9M
|
-$5.89M
|
-353,195
|
-10%
|
|
|
9
|
Choate Investment Advisors
Boston,
Massachusetts
|
$56.1M
|
+$29.6M
|
+1,776,975
|
+126%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$55.9M
|
-$1.45M
|
-87,055
|
-3%
|
|
|
11
|
Simply Money Advisors
Cincinnati,
Ohio
|
$55.2M
|
-$6.87M
|
-412,010
|
-12%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$54.5M
|
+$12M
|
+720,790
|
+30%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$50.9M
|
+$634K
|
+38,025
|
+1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$49.6M
|
-$1.18M
|
-71,035
|
-2%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$48.7M
|
+$1.67M
|
+100,415
|
+4%
|
|
|
16
|
Grimes & Company
Westborough,
Massachusetts
|
$46.8M
|
+$227K
|
+13,605
|
+0.5%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$42.6M
|
+$2.7M
|
+162,115
|
+7%
|
|
|
18
|
Kinsight LLC
Birmingham,
Alabama
|
$38.4M
|
+$3.84M
|
+230,200
|
+12%
|
|
|
19
|
Baystate Wealth Management
Boston,
Massachusetts
|
$34.8M
|
+$4.14M
|
+248,135
|
+14%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.7M
|
+$4.08M
|
+244,815
|
+15%
|
|
|
21
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$32.5M
|
-$386K
|
-23,175
|
-1%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.4M
|
+$439K
|
+26,305
|
+2%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$29.5M
|
-$417K
|
-24,985
|
-1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.8M
|
-$1.11M
|
-66,720
|
-4%
|
|
|
25
|
Wharton Business Group
Malvern,
Pennsylvania
|
$22.3M
|
-$50.9K
|
-3,050
|
-0.2%
|
|
