|
1
|
Bank of America
Charlotte,
North Carolina
|
$44.6M
|
-$1.93M
|
-21,471
|
-4%
|
|
|
2
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$34.1M
|
-$2.07M
|
-23,065
|
-6%
|
|
|
3
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$27.2M
|
+$745K
|
+8,302
|
+3%
|
|
|
4
|
|
$25.2M
|
+$19.3M
|
+214,859
|
+435%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.6M
|
-$818K
|
-9,113
|
-3%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$21.1M
|
-$1.15M
|
-12,795
|
-5%
|
|
|
7
|
|
$19.6M
|
-$7.68M
|
-85,551
|
-29%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.1M
|
+$810K
|
+9,020
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$18.1M
|
-$13M
|
-144,768
|
-43%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$17.2M
|
-$3.82M
|
-42,545
|
-19%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$16.2M
|
-$1.45M
|
-16,093
|
-9%
|
|
|
12
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$12.9M
|
+$161K
|
+1,789
|
+1%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.5M
|
+$2.96M
|
+33,017
|
+43%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.33M
|
+$6.64M
|
+73,951
|
+314%
|
|
|
15
|
Sound Stewardship
Overland Park,
Kansas
|
$8.54M
|
+$253K
|
+2,822
|
+3%
|
|
|
16
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.5M
|
+$144K
|
+1,607
|
+2%
|
|
|
17
|
IFG Advisory
Atlanta,
Georgia
|
$6.96M
|
-$918K
|
-10,219
|
-12%
|
|
|
18
|
Solitude Financial Services
Charlottesville,
Virginia
|
$6.6M
|
-$285K
|
-3,170
|
-4%
|
|
|
19
|
Courage Miller Partners
Norfolk,
Virginia
|
$6.24M
|
+$5.87M
|
+65,377
|
New
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.77M
|
-$386K
|
-4,299
|
-7%
|
|
|
21
|
Towneley Capital Management
Laguna Hills,
California
|
$5.67M
|
+$1.08K
|
+12
|
+0%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.17M
|
+$4.67M
|
+52,012
|
New
|
|
|
23
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$4.91M
|
+$509K
|
+5,671
|
+12%
|
|
|
24
|
Personal CFO Solutions
Chester,
New Jersey
|
$4.82M
|
+$17.2K
|
+192
|
+0.4%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.8M
|
-$5.04M
|
-56,145
|
-53%
|
|
