|
1
|
Bank of America
Charlotte,
North Carolina
|
$243M
|
-$3.42M
|
-183,355
|
-1%
|
|
|
2
|
|
$232M
|
-$25.6M
|
-1,371,330
|
-10%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$175M
|
-$2.81M
|
-150,800
|
-2%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$127M
|
+$3.73M
|
+200,000
|
+3%
|
|
|
5
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$91.8M
|
+$11.6M
|
+623,495
|
+15%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$90.6M
|
-$3.45M
|
-185,150
|
-4%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$85.1M
|
+$35.7M
|
+1,916,380
|
+73%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$79.1M
|
+$8.45M
|
+453,500
|
+12%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$70.7M
|
+$2.63M
|
+141,075
|
+4%
|
|
|
10
|
Choate Investment Advisors
Boston,
Massachusetts
|
$60.9M
|
-$640K
|
-34,320
|
-1%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$52.1M
|
-$713K
|
-38,250
|
-1%
|
|
|
12
|
|
$51.8M
|
-$1.28M
|
-68,645
|
-2%
|
|
|
13
|
Simply Money Advisors
Cincinnati,
Ohio
|
$48.7M
|
-$2.28M
|
-122,530
|
-4%
|
|
|
14
|
Grimes & Company
Westborough,
Massachusetts
|
$46.4M
|
-$1.47M
|
-78,960
|
-3%
|
|
|
15
|
Kinsight LLC
Birmingham,
Alabama
|
$41.9M
|
-$293K
|
-15,740
|
-0.7%
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$39M
|
+$3.92M
|
+210,470
|
+11%
|
|
|
17
|
Baystate Wealth Management
Boston,
Massachusetts
|
$37.2M
|
+$220K
|
+11,785
|
+0.6%
|
|
|
18
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$36.8M
|
+$2.06M
|
+110,695
|
+6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.3M
|
-$434K
|
-23,290
|
-1%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.7M
|
-$36.3K
|
-1,945
|
-0.1%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$29.7M
|
+$154K
|
+8,245
|
+0.5%
|
|
|
22
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$28.3M
|
-$11M
|
-590,230
|
-28%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.7M
|
-$8.69M
|
-466,110
|
-26%
|
|
|
24
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$22.5M
|
–
|
–
|
–
|
|
|
25
|
|
$19.1M
|
-$2.75M
|
-147,750
|
-13%
|
|
