|
1
|
|
$43M
|
+$48.3M
|
+1,109,095
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$25.2M
|
+$28.3M
|
+650,322
|
New
|
|
|
3
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$20.2M
|
+$22.7M
|
+520,833
|
New
|
|
|
4
|
|
$19.2M
|
+$21.5M
|
+494,198
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.1M
|
+$17M
|
+389,690
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$16.8M
|
+384,933
|
New
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$13.2M
|
+$14.8M
|
+340,147
|
New
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$8.71M
|
+$9.77M
|
+224,390
|
New
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$7.72M
|
+$8.66M
|
+198,969
|
New
|
|
|
10
|
|
$3.34M
|
+$3.74M
|
+86,032
|
New
|
|
|
11
|
Barclays
London,
United Kingdom
|
$2.6M
|
+$2.92M
|
+67,045
|
New
|
|
|
12
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.23M
|
+$2.5M
|
+57,503
|
New
|
|
|
13
|
Roundview Capital
Princeton,
New Jersey
|
$1.81M
|
+$2.03M
|
+46,740
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.72M
|
+$1.94M
|
+44,464
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.56M
|
+$1.75M
|
+40,283
|
New
|
|
|
16
|
|
$1.34M
|
+$1.51M
|
+34,666
|
New
|
|
|
17
|
Strategic Capital Group
Gig Harbor,
Washington
|
$1.13M
|
+$1.27M
|
+29,155
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.12M
|
+$1.26M
|
+28,882
|
New
|
|
|
19
|
|
$1.08M
|
+$1.21M
|
+27,785
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.01M
|
+$1.13M
|
+25,962
|
New
|
|
|
21
|
Rand Wealth
Baltimore,
Maryland
|
$868K
|
+$974K
|
+22,381
|
New
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$793K
|
+$889K
|
+20,435
|
New
|
|
|
23
|
Nuveen
Charlotte,
North Carolina
|
$776K
|
+$871K
|
+20,000
|
New
|
|
|
24
|
Twele Capital Management
Minnetonka,
Minnesota
|
$717K
|
+$805K
|
+18,500
|
New
|
|
|
25
|
|
$580K
|
+$651K
|
+14,950
|
New
|
|
