|
1
|
Bank of America
Charlotte,
North Carolina
|
$68.4M
|
-$1.11M
|
-13,183
|
-2%
|
|
|
2
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$33.7M
|
+$4.38M
|
+51,815
|
+16%
|
|
|
3
|
|
$32.2M
|
+$5.31M
|
+62,825
|
+21%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.8M
|
-$872K
|
-10,325
|
-3%
|
|
|
5
|
|
$28.2M
|
+$9.78M
|
+115,790
|
+58%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$25.1M
|
+$1.37M
|
+16,260
|
+6%
|
|
|
7
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$21M
|
-$7.16M
|
-84,702
|
-26%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$20.5M
|
+$1.34M
|
+15,866
|
+7%
|
|
|
9
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$17M
|
+$380K
|
+4,500
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$3.95M
|
+46,705
|
+50%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$207K
|
+2,445
|
+2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.3M
|
-$15K
|
-177
|
-0.2%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$10.3M
|
+$414K
|
+4,901
|
+4%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.06M
|
-$3.79M
|
-44,921
|
-33%
|
|
|
15
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$8M
|
-$1.29M
|
-15,261
|
-15%
|
|
|
16
|
Sound Stewardship
Overland Park,
Kansas
|
$7.77M
|
+$7.36M
|
+87,118
|
New
|
|
|
17
|
IFG Advisory
Atlanta,
Georgia
|
$7.73M
|
+$1.43M
|
+16,946
|
+24%
|
|
|
18
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.47M
|
-$220K
|
-2,600
|
-3%
|
|
|
19
|
GW & Wade
Wellesley,
Massachusetts
|
$5.52M
|
-$3.3M
|
-39,101
|
-39%
|
|
|
20
|
Solitude Financial Services
Charlottesville,
Virginia
|
$5.45M
|
-$528K
|
-6,245
|
-9%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.74M
|
+$4.48M
|
+53,091
|
New
|
|
|
22
|
Castellan Group
Louisville,
Kentucky
|
$3.84M
|
+$11.8K
|
+140
|
+0.3%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.73M
|
+$3.53M
|
+41,756
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.29M
|
-$6M
|
-71,029
|
-66%
|
|
|
25
|
Stegent Equity Advisors
Houston,
Texas
|
$3.27M
|
+$464K
|
+5,491
|
+18%
|
|
