|
1
|
Bank of America
Charlotte,
North Carolina
|
$302M
|
-$44.2M
|
-2,112,540
|
-13%
|
|
|
2
|
|
$258M
|
+$18.5M
|
+884,590
|
+8%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$210M
|
+$901K
|
+43,040
|
+0.4%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$151M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$127M
|
+$3.65M
|
+174,240
|
+3%
|
|
|
6
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$123M
|
+$3.88M
|
+185,380
|
+3%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$107M
|
-$1.27M
|
-60,635
|
-1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$106M
|
+$7.67M
|
+366,545
|
+8%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$68.1M
|
-$927K
|
-44,280
|
-1%
|
|
|
10
|
|
$68M
|
-$833K
|
-39,810
|
-1%
|
|
|
11
|
Choate Investment Advisors
Boston,
Massachusetts
|
$66.7M
|
+$354K
|
+16,925
|
+0.5%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$56.7M
|
-$10.3K
|
-490
|
-0%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$52.8M
|
+$2.77M
|
+132,330
|
+6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$46.5M
|
-$700K
|
-33,465
|
-2%
|
|
|
15
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$40.9M
|
+$1.87M
|
+89,210
|
+5%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40M
|
+$1.25M
|
+59,935
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.2M
|
+$974K
|
+46,520
|
+3%
|
|
|
18
|
Grimes & Company
Westborough,
Massachusetts
|
$32M
|
-$501K
|
-23,925
|
-2%
|
|
|
19
|
Relative Value Partners Group
|
$31.1M
|
+$4.77M
|
+228,025
|
+19%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.5M
|
+$351K
|
+16,790
|
+1%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$29.5M
|
+$4.05M
|
+193,570
|
+16%
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
$29.3M
|
+$28.2M
|
+1,347,765
|
+7,262%
|
|
|
23
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$29.1M
|
-$54.1K
|
-2,585
|
-0.2%
|
|
|
24
|
Tiedemann Advisors
New York
|
$25.2M
|
-$1.44M
|
-68,875
|
-6%
|
|
|
25
|
Holt Capital Partners
Fort Worth,
Texas
|
$23.2M
|
+$657K
|
+31,395
|
+3%
|
|
