|
1
|
Bank of America
Charlotte,
North Carolina
|
$44.4M
|
-$3.37M
|
-38,316
|
-7%
|
|
|
2
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$34.6M
|
-$1.1M
|
-12,568
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
+$9.01M
|
+102,531
|
+44%
|
|
|
4
|
|
$26.5M
|
+$7.88M
|
+89,638
|
+45%
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$25.2M
|
-$22.9M
|
-260,402
|
-49%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.2M
|
-$2.8M
|
-31,815
|
-11%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$21.3M
|
-$1.06M
|
-12,014
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$20.2M
|
-$1.61M
|
-18,365
|
-8%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.4M
|
+$14.2M
|
+162,033
|
+560%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$16.9M
|
-$334K
|
-3,802
|
-2%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$12.1M
|
+$46.9K
|
+534
|
+0.4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.68M
|
-$521K
|
-5,929
|
-5%
|
|
|
13
|
Sound Stewardship
Overland Park,
Kansas
|
$7.89M
|
+$66.3K
|
+755
|
+0.9%
|
|
|
14
|
IFG Advisory
Atlanta,
Georgia
|
$7.57M
|
+$250K
|
+2,850
|
+4%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.02M
|
+$4.95M
|
+56,375
|
+272%
|
|
|
16
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7M
|
-$217K
|
-2,471
|
-3%
|
|
|
17
|
Solitude Financial Services
Charlottesville,
Virginia
|
$6.58M
|
-$72.9K
|
-830
|
-1%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.89M
|
-$721K
|
-8,205
|
-11%
|
|
|
19
|
Towneley Capital Management
Laguna Hills,
California
|
$5.41M
|
+$5.22M
|
+59,387
|
New
|
|
|
20
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.69M
|
-$204K
|
-2,317
|
-4%
|
|
|
21
|
GW & Wade
Wellesley,
Massachusetts
|
$4.67M
|
-$92.2K
|
-1,050
|
-2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.65M
|
-$2.53M
|
-28,750
|
-36%
|
|
|
23
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.57M
|
+$575K
|
+6,542
|
+15%
|
|
|
24
|
|
$4.5M
|
-$38.1M
|
-433,792
|
-90%
|
|
|
25
|
Pacific Capital Wealth Advisors
Corona,
California
|
$4.41M
|
-$523K
|
-5,955
|
-11%
|
|
