|
1
|
Bank of America
Charlotte,
North Carolina
|
$225M
|
+$8.61M
|
+135,988
|
+4%
|
|
|
2
|
|
$92.5M
|
+$10M
|
+158,409
|
+13%
|
|
|
3
|
Edge Capital Group
Atlanta,
Georgia
|
$47.1M
|
+$1.97M
|
+31,115
|
+5%
|
|
|
4
|
Tanglewood Wealth Management
Houston,
Texas
|
$43.2M
|
+$16.4M
|
+258,324
|
+67%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$36.7M
|
+$6.55M
|
+103,420
|
+23%
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$36.6M
|
+$937K
|
+14,801
|
+3%
|
|
|
7
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$32.5M
|
+$30.7M
|
+484,329
|
New
|
|
|
8
|
Capital Advantage
Walnut Creek,
California
|
$29.8M
|
+$8.34M
|
+131,625
|
+42%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$29.5M
|
+$6.98M
|
+110,180
|
+33%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$25.9M
|
+$2.66M
|
+41,926
|
+12%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$25.5M
|
+$2.24M
|
+35,406
|
+10%
|
|
|
12
|
Boston Financial Management
Boston,
Massachusetts
|
$21.2M
|
+$2.57M
|
+40,520
|
+15%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.1M
|
+$440K
|
+6,943
|
+2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.7M
|
+$3.76M
|
+59,318
|
+27%
|
|
|
15
|
ESL Trust Services
Rochester,
New York
|
$16.7M
|
+$15.8M
|
+248,850
|
New
|
|
|
16
|
Stokes Family Office
New Orleans,
Louisiana
|
$16.3M
|
+$14.6M
|
+231,201
|
+2,090%
|
|
|
17
|
American Financial Advisors
Marietta,
Georgia
|
$14.9M
|
+$189K
|
+2,984
|
+1%
|
|
|
18
|
Insight Wealth Strategies
San Ramon,
California
|
$13.2M
|
+$972K
|
+15,350
|
+8%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.8M
|
-$250M
|
-3,950,642
|
-95%
|
|
|
20
|
Ackerman Capital Advisors
Dallas,
Texas
|
$11.7M
|
+$25.1K
|
+396
|
+0.2%
|
|
|
21
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.2M
|
+$2.46M
|
+38,785
|
+30%
|
|
|
22
|
Evensky & Katz
Coral Gables,
Florida
|
$10.7M
|
-$296K
|
-4,673
|
-3%
|
|
|
23
|
Principle Wealth Partners
Madison,
Connecticut
|
$10.7M
|
-$684K
|
-10,807
|
-6%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.43M
|
+$572K
|
+9,037
|
+7%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.06M
|
+$441K
|
+6,956
|
+5%
|
|
