|
1
|
Bank of America
Charlotte,
North Carolina
|
$66.7M
|
-$1.11M
|
-12,467
|
-2%
|
|
|
2
|
|
$23.3M
|
-$645K
|
-7,233
|
-3%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.3M
|
+$2.29M
|
+25,733
|
+12%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$20.9M
|
-$5.61M
|
-62,919
|
-21%
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$17.7M
|
-$10.1M
|
-113,804
|
-37%
|
|
|
6
|
Symmetry Partners
Glastonbury,
Connecticut
|
$12.8M
|
+$938K
|
+10,524
|
+8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.6M
|
+$675K
|
+7,572
|
+6%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$10.8M
|
+$145K
|
+1,629
|
+1%
|
|
|
9
|
Solitude Financial Services
Charlottesville,
Virginia
|
$9.37M
|
+$206K
|
+2,313
|
+2%
|
|
|
10
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$9.09M
|
+$977K
|
+10,965
|
+12%
|
|
|
11
|
|
$8.88M
|
+$6.24M
|
+69,972
|
+238%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.81M
|
+$264K
|
+2,966
|
+3%
|
|
|
13
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$8.23M
|
+$8.2M
|
+92,000
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7.39M
|
-$628K
|
-7,053
|
-8%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$6.97M
|
+$56.9K
|
+638
|
+0.8%
|
|
|
16
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6M
|
+$68.6K
|
+770
|
+1%
|
|
|
17
|
Courage Miller Partners
Norfolk,
Virginia
|
$5.78M
|
-$6.24K
|
-70
|
-0.1%
|
|
|
18
|
Treynor Bancshares
Treynor,
Iowa
|
$5.67M
|
+$5.65M
|
+63,403
|
New
|
|
|
19
|
Castellan Group
Louisville,
Kentucky
|
$5.48M
|
+$223K
|
+2,504
|
+4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.1M
|
-$389K
|
-4,370
|
-7%
|
|
|
21
|
IFG Advisory
Atlanta,
Georgia
|
$5.1M
|
+$315K
|
+3,537
|
+7%
|
|
|
22
|
Tidal Investments
Milwaukee,
Wisconsin
|
$4.09M
|
+$279K
|
+3,132
|
+7%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.78M
|
+$3.76M
|
+42,230
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.75M
|
-$2.28M
|
-25,535
|
-38%
|
|
|
25
|
FLC Capital Advisors
Palm Desert,
California
|
$3.7M
|
-$689K
|
-7,734
|
-16%
|
|
