|
1
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$45.2M
|
+$24.7M
|
+281,230
|
+110%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$44.3M
|
-$18.5M
|
-211,091
|
-29%
|
|
|
3
|
|
$40.7M
|
-$12.2M
|
-139,075
|
-22%
|
|
|
4
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$33.1M
|
-$272K
|
-3,090
|
-0.8%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.1M
|
+$1.56M
|
+17,747
|
+6%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$20.7M
|
-$928K
|
-10,556
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$20.2M
|
+$6.87M
|
+78,168
|
+48%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$19.5M
|
+$406K
|
+4,623
|
+2%
|
|
|
9
|
|
$16.9M
|
+$1.59M
|
+18,101
|
+10%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$15.9M
|
+$2.44M
|
+27,764
|
+17%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$11.2M
|
+$536K
|
+6,100
|
+5%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.51M
|
+$3.68M
|
+41,882
|
+63%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.45M
|
-$446K
|
-5,073
|
-4%
|
|
|
14
|
Sound Stewardship
Overland Park,
Kansas
|
$7.23M
|
-$117K
|
-1,332
|
-2%
|
|
|
15
|
IFG Advisory
Atlanta,
Georgia
|
$6.76M
|
-$398K
|
-4,530
|
-5%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$6.72M
|
+$2.69M
|
+30,580
|
+62%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.68M
|
+$322K
|
+3,659
|
+5%
|
|
|
18
|
Solitude Financial Services
Charlottesville,
Virginia
|
$6.15M
|
+$207K
|
+2,352
|
+3%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.14M
|
-$151K
|
-1,718
|
-2%
|
|
|
20
|
|
$5M
|
+$5.22M
|
+59,447
|
New
|
|
|
21
|
Stegent Equity Advisors
Houston,
Texas
|
$4.85M
|
-$3.27M
|
-37,248
|
-39%
|
|
|
22
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.58M
|
+$71.3K
|
+811
|
+2%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.53M
|
-$795K
|
-9,053
|
-14%
|
|
|
24
|
GW & Wade
Wellesley,
Massachusetts
|
$4.41M
|
+$441K
|
+5,020
|
+11%
|
|
|
25
|
Wealthfront Advisers
Palo Alto,
California
|
$4.2M
|
+$528K
|
+6,006
|
+14%
|
|
