|
1
|
|
$127M
|
+$7.73M
|
+36,570
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$103M
|
+$6.57M
|
+31,100
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$89.6M
|
+$1.8M
|
+8,510
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$69.2M
|
-$2.2M
|
-10,390
|
-3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$52.3M
|
+$3.7M
|
+17,483
|
+6%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$41.5M
|
+$9.16M
|
+43,328
|
+23%
|
|
|
7
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$38.5M
|
+$44.9M
|
+212,440
|
New
|
|
|
8
|
Rockefeller Capital Management
New York
|
$38M
|
+$8.91M
|
+42,167
|
+25%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.4M
|
+$47.3K
|
+224
|
+0.1%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$33.7M
|
-$4.49M
|
-21,227
|
-10%
|
|
|
11
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$30.8M
|
-$1.85M
|
-8,733
|
-5%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$29.3M
|
-$428K
|
-2,026
|
-1%
|
|
|
13
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$23.4M
|
+$212K
|
+1,001
|
+0.8%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.2M
|
+$2.51M
|
+11,869
|
+12%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$15.6M
|
+$3.76M
|
+17,810
|
+26%
|
|
|
16
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$14.6M
|
-$472K
|
-2,231
|
-3%
|
|
|
17
|
Argos Wealth Advisors
Sacramento,
California
|
$14.5M
|
-$912K
|
-4,314
|
-5%
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$14.4M
|
-$685K
|
-3,242
|
-4%
|
|
|
19
|
Advance Capital Management
Southfield,
Michigan
|
$13.4M
|
+$3.28M
|
+15,530
|
+27%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$13.2M
|
-$1.96M
|
-9,285
|
-11%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13M
|
+$1.79M
|
+8,492
|
+13%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$12M
|
-$688K
|
-3,253
|
-5%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.9M
|
+$4.45M
|
+21,032
|
+47%
|
|
|
24
|
Peak Financial Management
Wellesley,
Massachusetts
|
$11.4M
|
+$195K
|
+924
|
+1%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.3M
|
+$406K
|
+1,920
|
+3%
|
|
