|
1
|
Bank of America
Charlotte,
North Carolina
|
$188M
|
+$38.1M
|
+563,918
|
+21%
|
|
|
2
|
|
$71.2M
|
+$10.3M
|
+152,223
|
+14%
|
|
|
3
|
Edge Capital Group
Atlanta,
Georgia
|
$39.2M
|
+$13.1M
|
+194,523
|
+41%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$31M
|
+$35.9M
|
+531,448
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$25.9M
|
+$385K
|
+5,703
|
+1%
|
|
|
6
|
Tanglewood Wealth Management
Houston,
Texas
|
$22.5M
|
+$26M
|
+385,040
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$20.1M
|
+$3.3M
|
+48,888
|
+17%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$20.1M
|
+$2.24M
|
+33,201
|
+11%
|
|
|
9
|
Capital Advantage
Walnut Creek,
California
|
$19.3M
|
+$870K
|
+12,878
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$19.3M
|
-$9.12M
|
-135,059
|
-29%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.1M
|
+$1.14M
|
+16,864
|
+6%
|
|
|
12
|
Boston Financial Management
Boston,
Massachusetts
|
$16.1M
|
+$18.7M
|
+276,130
|
New
|
|
|
13
|
American Financial Advisors
Marietta,
Georgia
|
$12.9M
|
+$3.75M
|
+55,458
|
+36%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
-$2.16M
|
-32,029
|
-13%
|
|
|
15
|
Insight Wealth Strategies
San Ramon,
California
|
$10.6M
|
+$11.2M
|
+166,081
|
+1,048%
|
|
|
16
|
Ackerman Capital Advisors
Dallas,
Texas
|
$10.1M
|
+$11.8M
|
+173,969
|
New
|
|
|
17
|
Principle Wealth Partners
Madison,
Connecticut
|
$9.95M
|
+$1.93M
|
+28,539
|
+20%
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$9.6M
|
-$404K
|
-5,979
|
-4%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.59M
|
-$171K
|
-2,528
|
-2%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$8.81M
|
+$6.32M
|
+93,555
|
+163%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.67M
|
+$1.38M
|
+20,387
|
+18%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.47M
|
+$451K
|
+6,682
|
+6%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$7.47M
|
+$2.4M
|
+35,459
|
+38%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$7.27M
|
-$2.49M
|
-36,787
|
-23%
|
|
|
25
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$6.97M
|
-$32.4K
|
-480
|
-0.4%
|
|
