|
1
|
Bank of America
Charlotte,
North Carolina
|
$71.1M
|
+$14.1M
|
+142,227
|
+24%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$26.1M
|
+$4.06M
|
+41,039
|
+18%
|
|
|
3
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$25.9M
|
+$1.63M
|
+16,537
|
+7%
|
|
|
4
|
|
$24.9M
|
+$4.79M
|
+48,491
|
+23%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.4M
|
+$1.78M
|
+17,968
|
+11%
|
|
|
6
|
Symmetry Partners
Glastonbury,
Connecticut
|
$11.8M
|
+$245K
|
+2,482
|
+2%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$11.5M
|
-$274K
|
-2,776
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.3M
|
+$4.8M
|
+48,543
|
+71%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10M
|
+$1.47M
|
+14,904
|
+17%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$8.47M
|
+$2.2M
|
+22,290
|
+34%
|
|
|
11
|
Solitude Financial Services
Charlottesville,
Virginia
|
$8.43M
|
+$745K
|
+7,540
|
+9%
|
|
|
12
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$8.03M
|
+$19K
|
+192
|
+0.2%
|
|
|
13
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$7.95M
|
+$7.32M
|
+74,091
|
+886%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.56M
|
+$1.15M
|
+11,635
|
+21%
|
|
|
15
|
Empowered Funds
Havertown,
Pennsylvania
|
$6.34M
|
+$6.5M
|
+65,743
|
New
|
|
|
16
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.19M
|
+$293K
|
+2,964
|
+5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$6.12M
|
+$1.4M
|
+14,200
|
+29%
|
|
|
18
|
Courage Miller Partners
Norfolk,
Virginia
|
$5.68M
|
+$35.8K
|
+362
|
+0.6%
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$5.13M
|
+$214K
|
+2,165
|
+4%
|
|
|
20
|
FLC Capital Advisors
Palm Desert,
California
|
$5.06M
|
-$228K
|
-2,303
|
-4%
|
|
|
21
|
Bank of the West
Monterey Park,
California
|
$4.5M
|
+$4.62M
|
+46,708
|
New
|
|
|
22
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4.07M
|
-$396K
|
-4,008
|
-9%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.75M
|
+$7.02K
|
+71
|
+0.2%
|
|
|
24
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.59M
|
+$387K
|
+3,919
|
+17%
|
|
|
25
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.33M
|
+$450K
|
+4,557
|
+23%
|
|
