|
1
|
Bank of America
Charlotte,
North Carolina
|
$55.1M
|
+$16.8M
|
+175,535
|
+42%
|
|
|
2
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$23.4M
|
+$2.15M
|
+22,426
|
+10%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
+$3.89M
|
+40,714
|
+22%
|
|
|
4
|
|
$19.5M
|
-$8M
|
-83,635
|
-28%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.1M
|
+$2.04M
|
+21,296
|
+14%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$11.3M
|
+$376K
|
+3,931
|
+3%
|
|
|
7
|
Symmetry Partners
Glastonbury,
Connecticut
|
$11.1M
|
+$916K
|
+9,576
|
+9%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.25M
|
+$449K
|
+4,693
|
+6%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$7.69M
|
+$964K
|
+10,079
|
+14%
|
|
|
10
|
Solitude Financial Services
Charlottesville,
Virginia
|
$7.4M
|
+$631K
|
+6,601
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.35M
|
+$5.18M
|
+54,169
|
+376%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$6.07M
|
-$2.44M
|
-25,494
|
-28%
|
|
|
13
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.67M
|
+$106K
|
+1,112
|
+2%
|
|
|
14
|
Courage Miller Partners
Norfolk,
Virginia
|
$5.42M
|
+$58.6K
|
+613
|
+1%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.22M
|
+$430K
|
+4,500
|
+9%
|
|
|
16
|
FLC Capital Advisors
Palm Desert,
California
|
$5.07M
|
-$1.03M
|
-10,738
|
-16%
|
|
|
17
|
IFG Advisory
Atlanta,
Georgia
|
$4.73M
|
+$328K
|
+3,428
|
+7%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.56M
|
+$2.07M
|
+21,684
|
+79%
|
|
|
19
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4.28M
|
-$90.4K
|
-945
|
-2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.6M
|
+$178K
|
+1,858
|
+5%
|
|
|
21
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$3.23M
|
+$344K
|
+3,594
|
+11%
|
|
|
22
|
TAP Consulting
Kirkwood,
Missouri
|
$3.17M
|
+$1.33M
|
+13,929
|
+69%
|
|
|
23
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.13M
|
+$63K
|
+659
|
+3%
|
|
|
24
|
International Assets Investment Management
Orlando,
Florida
|
$2.11M
|
+$993K
|
+10,385
|
+89%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.82M
|
-$776K
|
-8,117
|
-29%
|
|
