|
1
|
Bank of America
Charlotte,
North Carolina
|
$245M
|
+$3.51M
|
+49,172
|
+1%
|
|
|
2
|
|
$106M
|
+$7.03M
|
+98,484
|
+7%
|
|
|
3
|
Edge Capital Group
Atlanta,
Georgia
|
$67.1M
|
+$16.3M
|
+228,952
|
+33%
|
|
|
4
|
Tanglewood Wealth Management
Houston,
Texas
|
$45.5M
|
-$817K
|
-11,441
|
-2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$43M
|
+$3.57M
|
+50,041
|
+9%
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$37.9M
|
-$1.4M
|
-19,577
|
-4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$37.3M
|
+$5.57M
|
+78,089
|
+18%
|
|
|
8
|
Capital Advantage
Walnut Creek,
California
|
$33.1M
|
+$571K
|
+8,005
|
+2%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$29.2M
|
+$1.47M
|
+20,533
|
+5%
|
|
|
10
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$28.5M
|
-$6.29M
|
-88,092
|
-18%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.4M
|
+$3.77M
|
+52,757
|
+18%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$25.2M
|
-$2.19M
|
-30,624
|
-8%
|
|
|
13
|
Boston Financial Management
Boston,
Massachusetts
|
$24.4M
|
+$1.56M
|
+21,870
|
+7%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.4M
|
+$313K
|
+4,379
|
+2%
|
|
|
15
|
Stokes Family Office
New Orleans,
Louisiana
|
$18.6M
|
+$1.17M
|
+16,429
|
+7%
|
|
|
16
|
ESL Trust Services
Rochester,
New York
|
$17.9M
|
–
|
–
|
–
|
|
|
17
|
Insight Wealth Strategies
San Ramon,
California
|
$17.7M
|
+$3.47M
|
+48,669
|
+25%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.7M
|
+$3.97M
|
+55,556
|
+29%
|
|
|
19
|
American Financial Advisors
Marietta,
Georgia
|
$14.5M
|
-$724K
|
-10,137
|
-5%
|
|
|
20
|
Ackerman Capital Advisors
Dallas,
Texas
|
$14M
|
+$1.42M
|
+19,934
|
+11%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.8M
|
+$4.87M
|
+68,209
|
+71%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.8M
|
-$232K
|
-3,252
|
-2%
|
|
|
23
|
Evensky & Katz
Coral Gables,
Florida
|
$11.3M
|
-$227K
|
-3,184
|
-2%
|
|
|
24
|
Principle Wealth Partners
Madison,
Connecticut
|
$11M
|
-$451K
|
-6,318
|
-4%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.6M
|
+$828K
|
+11,605
|
+9%
|
|
