|
1
|
Bank of America
Charlotte,
North Carolina
|
$281M
|
-$4.34M
|
-52,093
|
-2%
|
|
|
2
|
|
$140M
|
+$10.1M
|
+120,653
|
+8%
|
|
|
3
|
Edge Capital Group
Atlanta,
Georgia
|
$75.9M
|
-$133K
|
-1,593
|
-0.2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$52.5M
|
-$760K
|
-9,124
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$46.2M
|
+$4.24M
|
+50,872
|
+10%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$41.6M
|
+$4.03M
|
+48,412
|
+11%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$38.9M
|
+$455K
|
+5,468
|
+1%
|
|
|
8
|
Capital Advantage
Walnut Creek,
California
|
$37.6M
|
+$413K
|
+4,958
|
+1%
|
|
|
9
|
Financial Perspectives
Minneapolis,
Minnesota
|
$37.4M
|
+$255M
|
+3,058,801
|
+8,187%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$37.4M
|
+$6.38M
|
+76,550
|
+20%
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
$31.2M
|
+$838K
|
+10,055
|
+3%
|
|
|
12
|
American Financial Advisors
Marietta,
Georgia
|
$30.9M
|
+$13.2M
|
+158,060
|
+74%
|
|
|
13
|
Insight Wealth Strategies
San Ramon,
California
|
$27.6M
|
+$9.87M
|
+118,487
|
+55%
|
|
|
14
|
|
$24.3M
|
+$24.5M
|
+293,852
|
New
|
|
|
15
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$24.1M
|
-$8.1M
|
-97,239
|
-25%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.1M
|
+$2.57M
|
+30,882
|
+12%
|
|
|
17
|
Tanglewood Wealth Management
Houston,
Texas
|
$23.3M
|
-$6.11M
|
-73,379
|
-21%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.6M
|
-$252K
|
-3,025
|
-1%
|
|
|
19
|
ESL Trust Services
Rochester,
New York
|
$20.7M
|
+$79.1K
|
+950
|
+0.4%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$16.9M
|
+$4.38M
|
+52,593
|
+35%
|
|
|
21
|
Ackerman Capital Advisors
Dallas,
Texas
|
$16.6M
|
+$42.1K
|
+506
|
+0.3%
|
|
|
22
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$15.7M
|
–
|
–
|
–
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$14.6M
|
+$2.26M
|
+27,157
|
+18%
|
|
|
24
|
Principle Wealth Partners
Madison,
Connecticut
|
$14M
|
+$681K
|
+8,174
|
+5%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.4M
|
+$917K
|
+11,003
|
+7%
|
|
