|
1
|
Bank of America
Charlotte,
North Carolina
|
$335M
|
-$15.2M
|
-739,600
|
-4%
|
|
|
2
|
|
$231M
|
-$20.2M
|
-984,405
|
-8%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$201M
|
+$2.4M
|
+116,745
|
+1%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$146M
|
-$1.57M
|
-76,500
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$118M
|
+$13.8M
|
+671,335
|
+13%
|
|
|
6
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$113M
|
+$1.73M
|
+84,295
|
+2%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$104M
|
-$1.9M
|
-92,230
|
-2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$94.9M
|
+$8.97M
|
+436,320
|
+11%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$66.6M
|
+$2.84M
|
+138,290
|
+4%
|
|
|
10
|
|
$66.5M
|
+$2.71M
|
+131,885
|
+4%
|
|
|
11
|
Choate Investment Advisors
Boston,
Massachusetts
|
$64M
|
-$263K
|
-12,790
|
-0.4%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$59.6M
|
+$59.3M
|
+2,884,310
|
New
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$54.7M
|
-$1.52M
|
-73,785
|
-3%
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
$48.4M
|
+$2.09M
|
+101,775
|
+5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$45.5M
|
-$3.35M
|
-163,090
|
-7%
|
|
|
16
|
Kinsight LLC
Birmingham,
Alabama
|
$39.2M
|
-$1.53M
|
-74,270
|
-4%
|
|
|
17
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$37.6M
|
+$895K
|
+43,555
|
+2%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.4M
|
+$1.43M
|
+69,715
|
+4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.8M
|
-$3.16M
|
-153,880
|
-8%
|
|
|
20
|
Grimes & Company
Westborough,
Massachusetts
|
$31.3M
|
-$15.8M
|
-768,300
|
-34%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.1M
|
-$2.07M
|
-100,910
|
-7%
|
|
|
22
|
Simply Money Advisors
Cincinnati,
Ohio
|
$28.3M
|
-$12.8M
|
-623,075
|
-31%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$28.1M
|
-$3.09M
|
-150,200
|
-10%
|
|
|
24
|
Tiedemann Advisors
New York
|
$25.7M
|
+$7.86M
|
+382,460
|
+44%
|
|
|
25
|
Relative Value Partners Group
|
$25.3M
|
-$817K
|
-39,725
|
-3%
|
|
