|
1
|
Bank of America
Charlotte,
North Carolina
|
$71M
|
+$2.04M
|
+22,411
|
+3%
|
|
|
2
|
|
$26.6M
|
+$1.81M
|
+19,952
|
+7%
|
|
|
3
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$26.4M
|
+$973K
|
+10,707
|
+4%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25M
|
+$3.19M
|
+35,104
|
+13%
|
|
|
5
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$21.3M
|
+$22M
|
+242,248
|
+3,416%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
-$9.47M
|
-104,154
|
-31%
|
|
|
7
|
L.J. Altfest & Co
New York
|
$19.6M
|
-$5.68M
|
-62,492
|
-21%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.3M
|
+$6.23M
|
+68,503
|
+51%
|
|
|
9
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$16.9M
|
+$7.54M
|
+83,000
|
+72%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
-$1.7M
|
-18,694
|
-13%
|
|
|
11
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$10.1M
|
-$9.9K
|
-109
|
-0.1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10M
|
-$552K
|
-6,070
|
-5%
|
|
|
13
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$8.94M
|
+$405K
|
+4,455
|
+4%
|
|
|
14
|
GW & Wade
Wellesley,
Massachusetts
|
$8.39M
|
+$3.28M
|
+36,054
|
+58%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$8.09M
|
+$998K
|
+10,986
|
+13%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$7.89M
|
+$4.33M
|
+47,640
|
+106%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$7.5M
|
+$1.63M
|
+17,910
|
+26%
|
|
|
18
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.16M
|
+$310K
|
+3,409
|
+5%
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$5.64M
|
+$557K
|
+6,133
|
+10%
|
|
|
20
|
Solitude Financial Services
Charlottesville,
Virginia
|
$5.21M
|
-$4.63M
|
-50,987
|
-45%
|
|
|
21
|
Treynor Bancshares
Treynor,
Iowa
|
$4.88M
|
+$592K
|
+6,513
|
+13%
|
|
|
22
|
|
$4.27M
|
+$4.54M
|
+50,000
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.7M
|
+$1.17M
|
+12,826
|
+42%
|
|
|
24
|
Stegent Equity Advisors
Houston,
Texas
|
$3.59M
|
-$887K
|
-9,762
|
-19%
|
|
|
25
|
Castellan Group
Louisville,
Kentucky
|
$3.39M
|
+$467K
|
+5,140
|
+15%
|
|
