|
1
|
Bank of America
Charlotte,
North Carolina
|
$66.7M
|
-$3.12M
|
-35,430
|
-5%
|
|
|
2
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$35.5M
|
+$1.01M
|
+11,511
|
+3%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$30.9M
|
+$1.86M
|
+21,095
|
+7%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$24.5M
|
-$1.15M
|
-12,997
|
-5%
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$23.5M
|
+$1.93M
|
+21,948
|
+9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$18M
|
-$2.88M
|
-32,650
|
-14%
|
|
|
7
|
|
$16.3M
|
-$16.1M
|
-182,272
|
-50%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$622K
|
+7,054
|
+5%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$11.4M
|
+$3.06M
|
+34,755
|
+39%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$11.1M
|
+$530K
|
+6,010
|
+5%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
-$456K
|
-5,180
|
-4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.7M
|
+$104K
|
+1,175
|
+1%
|
|
|
13
|
Sound Stewardship
Overland Park,
Kansas
|
$7.96M
|
+$15.9K
|
+180
|
+0.2%
|
|
|
14
|
IFG Advisory
Atlanta,
Georgia
|
$7.75M
|
-$146K
|
-1,656
|
-2%
|
|
|
15
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.77M
|
+$152K
|
+1,728
|
+2%
|
|
|
16
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.93M
|
+$4.43M
|
+50,278
|
+341%
|
|
|
17
|
Solitude Financial Services
Charlottesville,
Virginia
|
$5.8M
|
+$224K
|
+2,537
|
+4%
|
|
|
18
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.56M
|
+$4.41M
|
+50,025
|
New
|
|
|
19
|
Stegent Equity Advisors
Houston,
Texas
|
$4.13M
|
+$761K
|
+8,641
|
+24%
|
|
|
20
|
GW & Wade
Wellesley,
Massachusetts
|
$3.85M
|
-$1.73M
|
-19,608
|
-32%
|
|
|
21
|
Astoria Portfolio Advisors
New York
|
$3.62M
|
+$647K
|
+7,343
|
+24%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.58M
|
-$220K
|
-2,500
|
-6%
|
|
|
23
|
Castellan Group
Louisville,
Kentucky
|
$3.53M
|
-$377K
|
-4,275
|
-10%
|
|
|
24
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$3.28M
|
+$3.17M
|
+36,004
|
New
|
|
|
25
|
Pacific Capital Wealth Advisors
Corona,
California
|
$3.21M
|
+$1.99M
|
+22,610
|
+180%
|
|
