|
1
|
Bank of America
Charlotte,
North Carolina
|
$63.2M
|
-$4.36M
|
-52,657
|
-6%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.4M
|
+$2.51M
|
+30,343
|
+10%
|
|
|
3
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$26.4M
|
+$6.32M
|
+76,244
|
+31%
|
|
|
4
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$26M
|
+$877K
|
+10,590
|
+3%
|
|
|
5
|
|
$24.2M
|
-$1.14M
|
-13,780
|
-4%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$21.5M
|
+$12.2M
|
+147,660
|
+125%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
-$1.62M
|
-19,611
|
-8%
|
|
|
8
|
|
$16.3M
|
+$14.3M
|
+173,008
|
+624%
|
|
|
9
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$15.1M
|
-$953K
|
-11,500
|
-6%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11M
|
+$9.88M
|
+119,290
|
+745%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.87M
|
+$97.4K
|
+1,176
|
+1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.4M
|
-$115K
|
-1,384
|
-1%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$8.95M
|
+$1.29M
|
+15,555
|
+16%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$8.75M
|
+$1.28M
|
+15,478
|
+17%
|
|
|
15
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$8.52M
|
+$14.2K
|
+171
|
+0.2%
|
|
|
16
|
GW & Wade
Wellesley,
Massachusetts
|
$8.19M
|
+$219K
|
+2,639
|
+3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$7.5M
|
+$381K
|
+4,605
|
+5%
|
|
|
18
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.09M
|
+$238K
|
+2,868
|
+4%
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$5.65M
|
+$299K
|
+3,613
|
+5%
|
|
|
20
|
Solitude Financial Services
Charlottesville,
Virginia
|
$5.46M
|
+$517K
|
+6,235
|
+10%
|
|
|
21
|
Castellan Group
Louisville,
Kentucky
|
$3.48M
|
+$264K
|
+3,185
|
+8%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.2M
|
+$73.4K
|
+886
|
+2%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.77M
|
-$770K
|
-9,292
|
-21%
|
|
|
24
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.58M
|
+$10.8K
|
+130
|
+0.4%
|
|
|
25
|
Stegent Equity Advisors
Houston,
Texas
|
$2.53M
|
-$911K
|
-10,994
|
-26%
|
|
