|
1
|
Bank of America
Charlotte,
North Carolina
|
$284M
|
-$51.4M
|
-2,247,335
|
-15%
|
|
|
2
|
|
$227M
|
-$26.6M
|
-1,164,560
|
-10%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$214M
|
-$1.08M
|
-47,150
|
-0.5%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$180M
|
+$77M
|
+3,367,015
|
+70%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$155M
|
+$9.59M
|
+419,130
|
+6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$140M
|
+$23.5M
|
+1,025,700
|
+19%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$139M
|
-$293K
|
-12,800
|
-0.2%
|
|
|
8
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$132M
|
+$5.14M
|
+224,665
|
+4%
|
|
|
9
|
Waverly Advisors
Birmingham,
Alabama
|
$87.6M
|
+$10M
|
+437,390
|
+12%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$69.3M
|
+$99.6K
|
+4,355
|
+0.1%
|
|
|
11
|
|
$63.3M
|
-$6.77M
|
-295,955
|
-9%
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$57.8M
|
+$1.54M
|
+67,500
|
+3%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$56.3M
|
-$1.59M
|
-69,695
|
-3%
|
|
|
14
|
PFS Investments
Duluth,
Georgia
|
$47.9M
|
+$14.1M
|
+616,195
|
+40%
|
|
|
15
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$47.2M
|
+$3.69M
|
+161,150
|
+8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$46.3M
|
-$2.89M
|
-126,430
|
-6%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.4M
|
+$257K
|
+11,245
|
+0.6%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$39.8M
|
+$41.3M
|
+1,807,700
|
New
|
|
|
19
|
Choate Investment Advisors
Boston,
Massachusetts
|
$38.7M
|
-$21.9M
|
-958,135
|
-35%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$33.5M
|
+$2.83M
|
+123,775
|
+9%
|
|
|
21
|
Grimes & Company
Westborough,
Massachusetts
|
$31.7M
|
-$615K
|
-26,890
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.6M
|
+$1.44M
|
+62,785
|
+5%
|
|
|
23
|
Tiedemann Advisors
New York
|
$28.1M
|
+$3.5M
|
+153,085
|
+14%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$27.7M
|
-$1.36M
|
-59,400
|
-5%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.5M
|
+$1.27M
|
+55,480
|
+5%
|
|
