|
1
|
Bank of America
Charlotte,
North Carolina
|
$347M
|
+$63.8M
|
+3,125,945
|
+23%
|
|
|
2
|
|
$249M
|
+$1.7M
|
+83,515
|
+0.7%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$197M
|
+$3.99M
|
+195,415
|
+2%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$146M
|
+$785K
|
+38,500
|
+0.5%
|
|
|
5
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$111M
|
+$5.52M
|
+270,620
|
+5%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$105M
|
-$3.61M
|
-177,075
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$103M
|
+$37M
|
+1,814,010
|
+56%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$85.3M
|
+$13.3M
|
+653,395
|
+19%
|
|
|
9
|
Choate Investment Advisors
Boston,
Massachusetts
|
$63.7M
|
-$1.06M
|
-51,900
|
-2%
|
|
|
10
|
|
$63.2M
|
+$3.3M
|
+161,710
|
+6%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$63.2M
|
+$5.03M
|
+246,775
|
+9%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$55.7M
|
-$1.75M
|
-85,740
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$48.5M
|
-$2.52M
|
-123,625
|
-5%
|
|
|
14
|
Grimes & Company
Westborough,
Massachusetts
|
$46.8M
|
-$4.23M
|
-207,615
|
-8%
|
|
|
15
|
Baystate Wealth Management
Boston,
Massachusetts
|
$45.1M
|
+$2.88M
|
+141,370
|
+7%
|
|
|
16
|
Simply Money Advisors
Cincinnati,
Ohio
|
$40.8M
|
+$236K
|
+11,590
|
+0.6%
|
|
|
17
|
Kinsight LLC
Birmingham,
Alabama
|
$40.4M
|
-$5M
|
-244,895
|
-11%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.7M
|
-$202K
|
-9,890
|
-0.5%
|
|
|
19
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$36.4M
|
-$483K
|
-23,690
|
-1%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.6M
|
+$784K
|
+38,455
|
+2%
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$31M
|
+$1.5M
|
+73,575
|
+5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.9M
|
-$113K
|
-5,550
|
-0.4%
|
|
|
23
|
Legacy Private Trust
Neenah,
Wisconsin
|
$27.8M
|
-$6.01M
|
-294,525
|
-18%
|
|
|
24
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$27.2M
|
+$27.1M
|
+1,329,145
|
New
|
|
|
25
|
Relative Value Partners Group
|
$26M
|
+$5.13M
|
+251,360
|
+25%
|
|
