|
1
|
Bank of America
Charlotte,
North Carolina
|
$65.6M
|
+$1.96M
|
+21,045
|
+3%
|
|
|
2
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$26.9M
|
+$3.99M
|
+42,948
|
+16%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$25.6M
|
+$2.46M
|
+26,430
|
+10%
|
|
|
4
|
|
$23.1M
|
+$791K
|
+8,513
|
+3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.9M
|
+$3.05M
|
+32,824
|
+17%
|
|
|
6
|
Symmetry Partners
Glastonbury,
Connecticut
|
$11.6M
|
+$997K
|
+10,734
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$1.53M
|
+16,438
|
+14%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$10.3M
|
+$14.7K
|
+158
|
+0.1%
|
|
|
9
|
Solitude Financial Services
Charlottesville,
Virginia
|
$8.86M
|
+$1.4M
|
+15,090
|
+17%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.26M
|
-$776K
|
-8,352
|
-8%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$7.84M
|
+$693K
|
+7,458
|
+9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.75M
|
+$4.72M
|
+50,756
|
+130%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$6.68M
|
-$977K
|
-10,512
|
-12%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.83M
|
-$51.8K
|
-558
|
-0.8%
|
|
|
15
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.73M
|
+$199K
|
+2,139
|
+3%
|
|
|
16
|
Courage Miller Partners
Norfolk,
Virginia
|
$5.59M
|
+$535K
|
+5,758
|
+10%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$5.31M
|
-$185K
|
-1,988
|
-3%
|
|
|
18
|
Castellan Group
Louisville,
Kentucky
|
$5.08M
|
+$5.46M
|
+58,760
|
New
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$4.63M
|
+$28.4K
|
+306
|
+0.6%
|
|
|
20
|
FLC Capital Advisors
Palm Desert,
California
|
$4.25M
|
-$306K
|
-3,295
|
-6%
|
|
|
21
|
Tidal Investments
Milwaukee,
Wisconsin
|
$3.69M
|
+$39.1K
|
+421
|
+1%
|
|
|
22
|
Bank of the West
Monterey Park,
California
|
$3.05M
|
-$1.06M
|
-11,420
|
-24%
|
|
|
23
|
|
$2.54M
|
+$2.73M
|
+29,342
|
New
|
|
|
24
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.39M
|
+$71.8K
|
+773
|
+3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.38M
|
+$569K
|
+6,130
|
+29%
|
|
