|
1
|
Bank of America
Charlotte,
North Carolina
|
$306M
|
+$8.29M
|
+92,772
|
+3%
|
|
|
2
|
|
$165M
|
+$5.89M
|
+65,921
|
+4%
|
|
|
3
|
|
$95.4M
|
+$96.8M
|
+1,082,819
|
+8,997%
|
|
|
4
|
Edge Capital Group
Atlanta,
Georgia
|
$79.2M
|
+$1.9M
|
+21,211
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$60.4M
|
+$2.08M
|
+23,329
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$55M
|
+$3.18M
|
+35,545
|
+6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$49.3M
|
+$3.68M
|
+41,144
|
+8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$48.8M
|
+$2.37M
|
+26,553
|
+5%
|
|
|
9
|
American Financial Advisors
Marietta,
Georgia
|
$44.8M
|
+$9.06M
|
+101,336
|
+25%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$42.2M
|
+$997K
|
+11,153
|
+2%
|
|
|
11
|
Tanglewood Wealth Management
Houston,
Texas
|
$42M
|
+$18.2M
|
+203,990
|
+74%
|
|
|
12
|
Capital Advantage
Walnut Creek,
California
|
$40.7M
|
+$59.3K
|
+664
|
+0.1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.2M
|
+$10.4M
|
+116,385
|
+37%
|
|
|
14
|
Insight Wealth Strategies
San Ramon,
California
|
$28.6M
|
+$2.05M
|
+22,909
|
+8%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.2M
|
-$344K
|
-3,853
|
-1%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$25.3M
|
+$9.76M
|
+109,217
|
+60%
|
|
|
17
|
Boston Financial Management
Boston,
Massachusetts
|
$23.6M
|
-$4.57M
|
-51,113
|
-16%
|
|
|
18
|
ESL Trust Services
Rochester,
New York
|
$23.4M
|
+$1.57M
|
+17,610
|
+7%
|
|
|
19
|
|
$22M
|
+$5.35M
|
+59,860
|
+31%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.2M
|
+$708K
|
+7,919
|
+4%
|
|
|
21
|
Ackerman Capital Advisors
Dallas,
Texas
|
$18.7M
|
+$1M
|
+11,228
|
+6%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17.7M
|
+$1.68M
|
+18,775
|
+10%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.7M
|
+$1.47M
|
+16,395
|
+9%
|
|
|
24
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$16.6M
|
–
|
–
|
–
|
|
|
25
|
Principle Wealth Partners
Madison,
Connecticut
|
$16.3M
|
+$1.08M
|
+12,139
|
+7%
|
|
