|
1
|
Bank of America
Charlotte,
North Carolina
|
$344M
|
+$22.7M
|
+1,028,570
|
+7%
|
|
|
2
|
|
$261M
|
-$12.7M
|
-578,455
|
-5%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$222M
|
-$115K
|
-5,220
|
-0.1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$150M
|
+$15.6M
|
+707,610
|
+12%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$143M
|
-$16.7M
|
-760,000
|
-11%
|
|
|
6
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$131M
|
+$2.21M
|
+100,260
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$121M
|
+$8.21M
|
+372,415
|
+8%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$109M
|
-$4.19M
|
-190,225
|
-4%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$80.4M
|
+$47.9M
|
+2,171,875
|
+159%
|
|
|
10
|
|
$71.9M
|
-$175K
|
-7,920
|
-0.2%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$71.3M
|
-$770K
|
-34,925
|
-1%
|
|
|
12
|
Choate Investment Advisors
Boston,
Massachusetts
|
$61.6M
|
-$8.85M
|
-401,680
|
-13%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$60.2M
|
+$1.48M
|
+67,085
|
+3%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$59.6M
|
-$460K
|
-20,860
|
-0.8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$50.6M
|
+$1.24M
|
+56,495
|
+3%
|
|
|
16
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$45M
|
+$1.61M
|
+72,965
|
+4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.4M
|
-$132K
|
-5,990
|
-0.3%
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
$37M
|
+$34M
|
+1,541,130
|
New
|
|
|
19
|
Grimes & Company
Westborough,
Massachusetts
|
$33.3M
|
-$554K
|
-25,155
|
-2%
|
|
|
20
|
Relative Value Partners Group
|
$32.5M
|
-$525K
|
-23,815
|
-2%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$31.7M
|
+$428K
|
+19,425
|
+1%
|
|
|
22
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$29.9M
|
-$890K
|
-40,375
|
-3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.1M
|
-$3.16M
|
-143,370
|
-10%
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$27.7M
|
+$11.6M
|
+524,935
|
+76%
|
|
|
25
|
McIlrath & Eck
Arlington,
Washington
|
$27.5M
|
+$26.6M
|
+1,209,040
|
New
|
|
