|
1
|
Bank of America
Charlotte,
North Carolina
|
$77.8M
|
+$6.04M
|
+64,015
|
+9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$32.5M
|
+$9.83M
|
+104,209
|
+45%
|
|
|
3
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$28.7M
|
+$9.54M
|
+101,138
|
+51%
|
|
|
4
|
L.J. Altfest & Co
New York
|
$28.1M
|
+$27.6M
|
+292,219
|
New
|
|
|
5
|
|
$28.1M
|
+$3.04M
|
+32,213
|
+12%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.2M
|
+$1.57M
|
+16,627
|
+7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
-$188K
|
-1,993
|
-1%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.8M
|
+$12.6M
|
+133,716
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
+$2.34M
|
+24,780
|
+25%
|
|
|
10
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$11.3M
|
-$263K
|
-2,784
|
-2%
|
|
|
11
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$11M
|
+$2.17M
|
+23,000
|
+25%
|
|
|
12
|
Solitude Financial Services
Charlottesville,
Virginia
|
$10.8M
|
+$688K
|
+7,292
|
+7%
|
|
|
13
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$9.64M
|
-$121K
|
-1,282
|
-1%
|
|
|
14
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$8.71M
|
+$8.56M
|
+90,698
|
New
|
|
|
15
|
Rockefeller Capital Management
New York
|
$8.05M
|
+$556K
|
+5,897
|
+8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$6.72M
|
+$1.22M
|
+12,947
|
+23%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.61M
|
+$167K
|
+1,771
|
+3%
|
|
|
18
|
GW & Wade
Wellesley,
Massachusetts
|
$5.98M
|
+$5.87M
|
+62,238
|
New
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$5.76M
|
+$271K
|
+2,872
|
+5%
|
|
|
20
|
Stegent Equity Advisors
Houston,
Texas
|
$4.99M
|
+$2.93M
|
+31,093
|
+149%
|
|
|
21
|
Treynor Bancshares
Treynor,
Iowa
|
$4.86M
|
-$1.21M
|
-12,790
|
-20%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.6M
|
+$2.06M
|
+21,819
|
+178%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$4.3M
|
-$3.57M
|
-37,847
|
-46%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.95M
|
+$2.25M
|
+23,818
|
+138%
|
|
|
25
|
Castellan Group
Louisville,
Kentucky
|
$3.32M
|
-$2.52M
|
-26,722
|
-44%
|
|
