|
1
|
|
$249M
|
+$88.8M
|
+4,952,365
|
+56%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$238M
|
-$9.59M
|
-535,320
|
-4%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$172M
|
-$981K
|
-54,760
|
-0.6%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$120M
|
+$15.4M
|
+859,050
|
+15%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$90.9M
|
+$1.86M
|
+103,945
|
+2%
|
|
|
6
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$77.5M
|
+$11.4M
|
+635,765
|
+17%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$68.3M
|
-$4.57M
|
-254,855
|
-6%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$65.9M
|
+$9.82M
|
+547,775
|
+18%
|
|
|
9
|
Choate Investment Advisors
Boston,
Massachusetts
|
$59.6M
|
+$1.88M
|
+104,995
|
+3%
|
|
|
10
|
|
$51.3M
|
-$7.03M
|
-392,100
|
-12%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$51M
|
+$981K
|
+54,730
|
+2%
|
|
|
12
|
Simply Money Advisors
Cincinnati,
Ohio
|
$49.3M
|
-$7.26M
|
-404,975
|
-13%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$47.6M
|
+$3.76M
|
+209,795
|
+9%
|
|
|
14
|
Grimes & Company
Westborough,
Massachusetts
|
$46.3M
|
-$1.76M
|
-98,300
|
-4%
|
|
|
15
|
Kinsight LLC
Birmingham,
Alabama
|
$40.8M
|
+$1.37M
|
+76,295
|
+4%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$39.8M
|
-$11M
|
-613,365
|
-22%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$38M
|
-$14.1M
|
-785,900
|
-27%
|
|
|
18
|
Baystate Wealth Management
Boston,
Massachusetts
|
$35.8M
|
-$13.5K
|
-755
|
-0%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.5M
|
+$1.9M
|
+105,810
|
+6%
|
|
|
20
|
Legacy Private Trust
Neenah,
Wisconsin
|
$33.9M
|
+$3.6M
|
+200,925
|
+12%
|
|
|
21
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$33.6M
|
+$227K
|
+12,640
|
+0.7%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.4M
|
+$2.8M
|
+156,285
|
+10%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.7M
|
-$486K
|
-27,135
|
-2%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$28.7M
|
-$29.1M
|
-1,621,655
|
-50%
|
|
|
25
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$21.8M
|
–
|
–
|
–
|
|
