|
1
|
Bank of America
Charlotte,
North Carolina
|
$42.4M
|
+$5.95M
|
+62,491
|
+16%
|
|
|
2
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$19.9M
|
+$20.2M
|
+211,880
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
+$2.5M
|
+26,191
|
+18%
|
|
|
4
|
|
$14.3M
|
+$8.47M
|
+88,872
|
+140%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.8M
|
+$206K
|
+2,160
|
+2%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$11.6M
|
-$1.43M
|
-15,057
|
-11%
|
|
|
7
|
Symmetry Partners
Glastonbury,
Connecticut
|
$9.81M
|
+$780K
|
+8,182
|
+8%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.13M
|
+$1.27M
|
+13,356
|
+21%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$6.83M
|
+$5.53K
|
+58
|
+0.1%
|
|
|
10
|
FLC Capital Advisors
Palm Desert,
California
|
$6.42M
|
-$627K
|
-6,580
|
-9%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$6.15M
|
+$6.24M
|
+65,481
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.84M
|
+$3.34M
|
+35,041
|
+129%
|
|
|
13
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.44M
|
+$54.8K
|
+575
|
+1%
|
|
|
14
|
Courage Miller Partners
Norfolk,
Virginia
|
$5.32M
|
–
|
–
|
–
|
|
|
15
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4.55M
|
+$60.4K
|
+634
|
+1%
|
|
|
16
|
IFG Advisory
Atlanta,
Georgia
|
$4.16M
|
+$153K
|
+1,610
|
+4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.1M
|
+$1.3M
|
+13,673
|
+71%
|
|
|
18
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$2.7M
|
+$115K
|
+1,208
|
+4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.19M
|
+$628K
|
+6,589
|
+39%
|
|
|
20
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.95M
|
+$1.98M
|
+20,791
|
New
|
|
|
21
|
Karp Capital Management
Sausalito,
California
|
$1.59M
|
+$1.61M
|
+16,891
|
New
|
|
|
22
|
International Assets Investment Management
Orlando,
Florida
|
$1.54M
|
-$1.03M
|
-10,830
|
-40%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.37M
|
+$127K
|
+1,332
|
+10%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.19M
|
+$535K
|
+5,618
|
+80%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.08M
|
+$45.5K
|
+478
|
+4%
|
|
