|
1
|
Bank of America
Charlotte,
North Carolina
|
$281M
|
+$2.99M
|
+38,918
|
+1%
|
|
|
2
|
|
$128M
|
+$6.95M
|
+90,525
|
+6%
|
|
|
3
|
Edge Capital Group
Atlanta,
Georgia
|
$74.7M
|
-$1.04M
|
-13,525
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$52.3M
|
+$3.52M
|
+45,906
|
+8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$41.3M
|
-$850K
|
-11,078
|
-2%
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$37.8M
|
-$4.81M
|
-62,738
|
-12%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$37.3M
|
+$3.8M
|
+49,580
|
+12%
|
|
|
8
|
Capital Advantage
Walnut Creek,
California
|
$37.1M
|
-$214K
|
-2,787
|
-0.6%
|
|
|
9
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$31.6M
|
-$580K
|
-7,561
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$30.5M
|
+$1.91M
|
+24,888
|
+7%
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
$29.9M
|
+$2.18M
|
+28,355
|
+8%
|
|
|
12
|
Tanglewood Wealth Management
Houston,
Texas
|
$28.9M
|
-$21.3M
|
-277,357
|
-44%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.4M
|
-$5.96M
|
-77,632
|
-22%
|
|
|
14
|
Stokes Family Office
New Orleans,
Louisiana
|
$21.5M
|
+$461K
|
+6,008
|
+2%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.2M
|
-$1.72M
|
-22,475
|
-8%
|
|
|
16
|
ESL Trust Services
Rochester,
New York
|
$20.3M
|
–
|
–
|
–
|
|
|
17
|
Insight Wealth Strategies
San Ramon,
California
|
$17.5M
|
-$2.37M
|
-30,834
|
-13%
|
|
|
18
|
American Financial Advisors
Marietta,
Georgia
|
$17.5M
|
+$997K
|
+12,994
|
+6%
|
|
|
19
|
Ackerman Capital Advisors
Dallas,
Texas
|
$16.2M
|
+$399K
|
+5,201
|
+3%
|
|
|
20
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$15.5M
|
+$14.6M
|
+189,890
|
New
|
|
|
21
|
Principle Wealth Partners
Madison,
Connecticut
|
$13.1M
|
+$548K
|
+7,144
|
+5%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$13M
|
-$279K
|
-3,637
|
-2%
|
|
|
23
|
Evensky & Katz
Coral Gables,
Florida
|
$12.8M
|
+$27.5K
|
+359
|
+0.2%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.4M
|
+$398K
|
+5,193
|
+4%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.2M
|
+$637K
|
+8,298
|
+6%
|
|
