|
1
|
Bank of America
Charlotte,
North Carolina
|
$41.5M
|
-$2.99M
|
-31,434
|
-7%
|
|
|
2
|
|
$29.1M
|
+$13.5M
|
+141,395
|
+93%
|
|
|
3
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$22.7M
|
+$1.7M
|
+17,807
|
+8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$1.88M
|
+19,800
|
+12%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.1M
|
+$665K
|
+6,985
|
+5%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$11.7M
|
-$589K
|
-6,192
|
-5%
|
|
|
7
|
Symmetry Partners
Glastonbury,
Connecticut
|
$10.9M
|
+$551K
|
+5,785
|
+6%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$9.01M
|
+$2.43M
|
+25,529
|
+39%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.34M
|
+$801K
|
+8,412
|
+11%
|
|
|
10
|
Solitude Financial Services
Charlottesville,
Virginia
|
$7.25M
|
+$6.97M
|
+73,239
|
New
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$7.22M
|
+$24.6K
|
+258
|
+0.4%
|
|
|
12
|
FLC Capital Advisors
Palm Desert,
California
|
$6.48M
|
-$92.9K
|
-976
|
-1%
|
|
|
13
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.94M
|
+$210K
|
+2,202
|
+4%
|
|
|
14
|
Courage Miller Partners
Norfolk,
Virginia
|
$5.73M
|
-$553K
|
-5,813
|
-9%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.13M
|
-$986K
|
-10,356
|
-17%
|
|
|
16
|
IFG Advisory
Atlanta,
Georgia
|
$4.71M
|
+$317K
|
+3,335
|
+8%
|
|
|
17
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4.67M
|
-$124K
|
-1,305
|
-3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.66M
|
+$381K
|
+4,001
|
+12%
|
|
|
19
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$3.1M
|
+$243K
|
+2,554
|
+9%
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.74M
|
+$1.25M
|
+13,105
|
+90%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.72M
|
+$397K
|
+4,168
|
+18%
|
|
|
22
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.2M
|
+$141K
|
+1,483
|
+7%
|
|
|
23
|
TAP Consulting
Kirkwood,
Missouri
|
$2M
|
+$1.93M
|
+20,236
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.6M
|
+$341K
|
+3,580
|
+28%
|
|
|
25
|
Laurel Wealth Planning
Edina,
Minnesota
|
$1.54M
|
+$1.49M
|
+15,614
|
New
|
|
