|
1
|
Bank of America
Charlotte,
North Carolina
|
$298M
|
+$1.28M
|
+14,768
|
+0.4%
|
|
|
2
|
|
$160M
|
+$11.7M
|
+135,976
|
+8%
|
|
|
3
|
Edge Capital Group
Atlanta,
Georgia
|
$77.5M
|
-$2.62M
|
-30,369
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$58.5M
|
+$3.01M
|
+34,875
|
+6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$52.1M
|
+$3.22M
|
+37,301
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$46.6M
|
+$7.03M
|
+81,346
|
+18%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$45.7M
|
+$1.65M
|
+19,059
|
+4%
|
|
|
8
|
Parametric Portfolio Associates
Seattle,
Washington
|
$41.3M
|
+$255K
|
+2,951
|
+0.6%
|
|
|
9
|
Capital Advantage
Walnut Creek,
California
|
$40.8M
|
+$1.02M
|
+11,772
|
+3%
|
|
|
10
|
American Financial Advisors
Marietta,
Georgia
|
$36.1M
|
+$3.48M
|
+40,299
|
+11%
|
|
|
11
|
Boston Financial Management
Boston,
Massachusetts
|
$28.1M
|
-$4.77M
|
-55,186
|
-15%
|
|
|
12
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$27.8M
|
+$2.27M
|
+26,252
|
+9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.2M
|
+$3.3M
|
+38,249
|
+14%
|
|
|
14
|
Insight Wealth Strategies
San Ramon,
California
|
$26.7M
|
-$2.48M
|
-28,687
|
-9%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.6M
|
+$1.07M
|
+12,446
|
+4%
|
|
|
16
|
Tanglewood Wealth Management
Houston,
Texas
|
$24.2M
|
-$354K
|
-4,097
|
-1%
|
|
|
17
|
ESL Trust Services
Rochester,
New York
|
$21.9M
|
+$90.7K
|
+1,050
|
+0.4%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.6M
|
+$685K
|
+7,935
|
+4%
|
|
|
19
|
Ackerman Capital Advisors
Dallas,
Texas
|
$17.8M
|
+$275K
|
+3,183
|
+2%
|
|
|
20
|
|
$16.9M
|
-$8.72M
|
-100,975
|
-34%
|
|
|
21
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$16.6M
|
–
|
–
|
–
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.1M
|
+$2.14M
|
+24,755
|
+16%
|
|
|
23
|
EP Wealth Advisors
Torrance,
California
|
$15.8M
|
+$9.86M
|
+114,143
|
+171%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.3M
|
+$1.2M
|
+13,890
|
+9%
|
|
|
25
|
Principle Wealth Partners
Madison,
Connecticut
|
$15.3M
|
+$553K
|
+6,399
|
+4%
|
|
