|
1
|
Bank of America
Charlotte,
North Carolina
|
$64M
|
+$606K
|
+6,614
|
+0.9%
|
|
|
2
|
|
$54M
|
+$56.6M
|
+617,591
|
+13,085%
|
|
|
3
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$34.4M
|
+$648K
|
+7,077
|
+2%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.3M
|
-$5.37M
|
-58,674
|
-17%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$22.2M
|
-$1.16M
|
-12,699
|
-5%
|
|
|
6
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$22.2M
|
-$177K
|
-1,937
|
-0.8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$19.7M
|
+$2.77M
|
+30,245
|
+15%
|
|
|
8
|
|
$15.9M
|
+$386K
|
+4,215
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$14.1M
|
+$1.47M
|
+16,076
|
+11%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$14M
|
+$3.68M
|
+40,174
|
+33%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$11M
|
+$183K
|
+2,000
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
-$137K
|
-1,500
|
-1%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.75M
|
-$407K
|
-4,445
|
-4%
|
|
|
14
|
Stegent Equity Advisors
Houston,
Texas
|
$8.24M
|
+$4.55M
|
+49,667
|
+110%
|
|
|
15
|
Sound Stewardship
Overland Park,
Kansas
|
$7.57M
|
-$8.33K
|
-91
|
-0.1%
|
|
|
16
|
IFG Advisory
Atlanta,
Georgia
|
$7.36M
|
-$13.6K
|
-148
|
-0.2%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.57M
|
+$136K
|
+1,488
|
+2%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.47M
|
+$3.24M
|
+35,375
|
+90%
|
|
|
19
|
Solitude Financial Services
Charlottesville,
Virginia
|
$6.14M
|
+$656K
|
+7,167
|
+11%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6M
|
+$5.58M
|
+60,986
|
+1,227%
|
|
|
21
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.45M
|
-$199K
|
-2,175
|
-3%
|
|
|
22
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$4.99M
|
+$3.24M
|
+35,362
|
+160%
|
|
|
23
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.65M
|
+$1.69M
|
+18,441
|
+52%
|
|
|
24
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.41M
|
+$70.2K
|
+767
|
+2%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.28M
|
+$1.32M
|
+14,421
|
+41%
|
|
