|
1
|
Bank of America
Charlotte,
North Carolina
|
$40.5M
|
+$214K
|
+1,998
|
+0.6%
|
|
|
2
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$34.3M
|
-$3.48M
|
-32,482
|
-10%
|
|
|
3
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$31.2M
|
+$286K
|
+2,675
|
+1%
|
|
|
4
|
|
$30.1M
|
-$859K
|
-8,022
|
-3%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.3M
|
+$2.57M
|
+24,021
|
+12%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$26.2M
|
+$2.34M
|
+21,837
|
+10%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$21.3M
|
-$199K
|
-1,859
|
-1%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21M
|
-$974K
|
-9,098
|
-5%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$16.5M
|
+$615K
|
+5,745
|
+4%
|
|
|
10
|
Larson Financial Group
St Louis,
Missouri
|
$12.8M
|
+$10.6M
|
+99,255
|
+723%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$10.2M
|
-$8.05M
|
-75,139
|
-46%
|
|
|
12
|
IFG Advisory
Atlanta,
Georgia
|
$10.2M
|
+$440K
|
+4,107
|
+5%
|
|
|
13
|
Sound Stewardship
Overland Park,
Kansas
|
$9.67M
|
-$160K
|
-1,495
|
-2%
|
|
|
14
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.84M
|
-$30.9K
|
-289
|
-0.4%
|
|
|
15
|
Solitude Financial Services
Charlottesville,
Virginia
|
$8.12M
|
+$14.7K
|
+137
|
+0.2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.77M
|
+$2.49M
|
+23,231
|
+51%
|
|
|
17
|
Towneley Capital Management
Laguna Hills,
California
|
$6.53M
|
-$66.5K
|
-621
|
-1%
|
|
|
18
|
Castellan Group
Louisville,
Kentucky
|
$6.13M
|
+$1.45M
|
+13,570
|
+33%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.92M
|
-$629K
|
-5,873
|
-10%
|
|
|
20
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.6M
|
-$1.5K
|
-14
|
-0%
|
|
|
21
|
Wealthfront Advisers
Palo Alto,
California
|
$5.32M
|
-$482K
|
-4,500
|
-9%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$4.43M
|
+$339K
|
+3,167
|
+9%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.16M
|
+$160K
|
+1,493
|
+4%
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$3.63M
|
+$520K
|
+4,854
|
+18%
|
|
|
25
|
Stegent Equity Advisors
Houston,
Texas
|
$3.31M
|
-$764K
|
-7,139
|
-20%
|
|
