|
1
|
Bank of America
Charlotte,
North Carolina
|
$307M
|
+$8.55M
|
+96,300
|
+3%
|
|
|
2
|
|
$169M
|
+$7.74M
|
+87,186
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$95.3M
|
+$37.6M
|
+423,797
|
+61%
|
|
|
4
|
|
$93.5M
|
-$14.6K
|
-164
|
-0%
|
|
|
5
|
Edge Capital Group
Atlanta,
Georgia
|
$80.9M
|
+$3.49M
|
+39,301
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$59.5M
|
+$5.78M
|
+65,072
|
+10%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$52.4M
|
+$4.45M
|
+50,045
|
+9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$50.6M
|
+$3.01M
|
+33,893
|
+6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49.6M
|
+$13.6M
|
+153,285
|
+36%
|
|
|
10
|
American Financial Advisors
Marietta,
Georgia
|
$45.7M
|
+$1.82M
|
+20,476
|
+4%
|
|
|
11
|
Tanglewood Wealth Management
Houston,
Texas
|
$45.5M
|
+$4.61M
|
+51,872
|
+11%
|
|
|
12
|
Parametric Portfolio Associates
Seattle,
Washington
|
$42.6M
|
+$1.39M
|
+15,672
|
+3%
|
|
|
13
|
Capital Advantage
Walnut Creek,
California
|
$37.9M
|
-$272K
|
-3,061
|
-0.7%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$30.7M
|
+$6.13M
|
+69,050
|
+24%
|
|
|
15
|
Insight Wealth Strategies
San Ramon,
California
|
$29.3M
|
+$1.36M
|
+15,309
|
+5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.3M
|
+$1.76M
|
+19,826
|
+7%
|
|
|
17
|
Boston Financial Management
Boston,
Massachusetts
|
$24M
|
+$904K
|
+10,179
|
+4%
|
|
|
18
|
ESL Trust Services
Rochester,
New York
|
$22.9M
|
-$26.6K
|
-300
|
-0.1%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$20M
|
+$2.86M
|
+32,174
|
+16%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.7M
|
+$885K
|
+9,958
|
+5%
|
|
|
21
|
CIBC World Market
Toronto,
Ontario, Canada
|
$18M
|
+$3.12M
|
+35,135
|
+20%
|
|
|
22
|
Ackerman Capital Advisors
Dallas,
Texas
|
$17.6M
|
-$746K
|
-8,397
|
-4%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.2M
|
+$843K
|
+9,486
|
+5%
|
|
|
24
|
Principle Wealth Partners
Madison,
Connecticut
|
$16.8M
|
+$813K
|
+9,150
|
+5%
|
|
|
25
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$16.2M
|
–
|
–
|
–
|
|
