|
1
|
Bank of America
Charlotte,
North Carolina
|
$36.6M
|
-$11.5M
|
-111,435
|
-24%
|
|
|
2
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$34.5M
|
-$2.24M
|
-21,824
|
-6%
|
|
|
3
|
|
$28.2M
|
+$7.01M
|
+68,214
|
+33%
|
|
|
4
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$28.1M
|
-$1.24M
|
-12,101
|
-4%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$21.6M
|
+$21.5M
|
+209,488
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
+$2M
|
+19,480
|
+10%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.5M
|
+$861K
|
+8,374
|
+4%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20M
|
-$6.49M
|
-63,104
|
-25%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$19.5M
|
+$1.02M
|
+9,900
|
+6%
|
|
|
10
|
Rockefeller Capital Management
New York
|
$17M
|
-$431K
|
-4,195
|
-2%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$14.4M
|
+$486K
|
+4,731
|
+4%
|
|
|
12
|
Sound Stewardship
Overland Park,
Kansas
|
$8.95M
|
-$266K
|
-2,588
|
-3%
|
|
|
13
|
IFG Advisory
Atlanta,
Georgia
|
$8.82M
|
+$1.31M
|
+12,756
|
+17%
|
|
|
14
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.07M
|
-$19.1K
|
-186
|
-0.2%
|
|
|
15
|
Solitude Financial Services
Charlottesville,
Virginia
|
$7.37M
|
+$247K
|
+2,406
|
+3%
|
|
|
16
|
Towneley Capital Management
Laguna Hills,
California
|
$6M
|
-$121K
|
-1,181
|
-2%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.98M
|
-$236K
|
-2,299
|
-4%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.73M
|
+$162K
|
+1,573
|
+3%
|
|
|
19
|
Wealthfront Advisers
Palo Alto,
California
|
$5.3M
|
+$744K
|
+7,241
|
+16%
|
|
|
20
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.09M
|
-$210K
|
-2,043
|
-4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.67M
|
-$504K
|
-4,900
|
-10%
|
|
|
22
|
Castellan Group
Louisville,
Kentucky
|
$4.18M
|
-$223K
|
-2,170
|
-5%
|
|
|
23
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$4M
|
+$3.99M
|
+38,817
|
New
|
|
|
24
|
Stegent Equity Advisors
Houston,
Texas
|
$3.75M
|
-$513K
|
-4,992
|
-12%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$3.7M
|
-$1.38M
|
-13,450
|
-27%
|
|
