|
1
|
Bank of America
Charlotte,
North Carolina
|
$53.3M
|
+$19M
|
+352,789
|
+55%
|
|
|
2
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$32.3M
|
+$32.7M
|
+605,911
|
New
|
|
|
3
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$30M
|
+$10.6M
|
+197,247
|
+54%
|
|
|
4
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$27.6M
|
+$12.5M
|
+231,766
|
+83%
|
|
|
5
|
|
$26.6M
|
+$2.04M
|
+37,800
|
+8%
|
|
|
6
|
IHT Wealth Management
Chicago,
Illinois
|
$16.1M
|
+$16.2M
|
+301,135
|
New
|
|
|
7
|
Eagle Strategies
New York
|
$15.4M
|
+$759K
|
+14,071
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$2.33M
|
+43,219
|
+20%
|
|
|
9
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$13.6M
|
+$24.5K
|
+454
|
+0.2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
-$1.58M
|
-29,227
|
-12%
|
|
|
11
|
|
$9.67M
|
+$336K
|
+6,239
|
+4%
|
|
|
12
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$8.3M
|
+$1.14M
|
+21,115
|
+16%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.96M
|
+$132K
|
+2,446
|
+2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.72M
|
+$1.11M
|
+20,559
|
+17%
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$7.01M
|
+$56.3K
|
+1,044
|
+0.8%
|
|
|
16
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$6.39M
|
+$104K
|
+1,937
|
+2%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.17M
|
+$2.62M
|
+48,657
|
+73%
|
|
|
18
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$5.62M
|
+$480K
|
+8,899
|
+9%
|
|
|
19
|
Optimus Capital Advisors
Coppel,
Texas
|
$5.16M
|
+$69.9K
|
+1,296
|
+1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.46M
|
+$170K
|
+3,162
|
+4%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.43M
|
+$874K
|
+16,216
|
+24%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$4.29M
|
+$2.06M
|
+38,295
|
+91%
|
|
|
23
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.08M
|
–
|
–
|
–
|
|
|
24
|
|
$3.53M
|
+$2.62M
|
+48,676
|
+277%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$3.42M
|
-$1.47M
|
-27,272
|
-30%
|
|
