|
1
|
Bank of America
Charlotte,
North Carolina
|
$39.9M
|
+$726K
|
+6,363
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$33.8M
|
+$8.72M
|
+76,400
|
+33%
|
|
|
3
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$31.2M
|
–
|
–
|
–
|
|
|
4
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$30.8M
|
-$2.61M
|
-22,830
|
-8%
|
|
|
5
|
|
$26.9M
|
-$2.38M
|
-20,861
|
-8%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26M
|
+$486K
|
+4,258
|
+2%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$22.7M
|
+$23.3M
|
+204,095
|
+8,256%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$21.8M
|
+$1.2M
|
+10,468
|
+6%
|
|
|
9
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$16.1M
|
+$106K
|
+931
|
+0.6%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.1M
|
-$5.47M
|
-47,933
|
-26%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$14.1M
|
+$4.37M
|
+38,299
|
+43%
|
|
|
12
|
Larson Financial Group
St Louis,
Missouri
|
$12.7M
|
+$289K
|
+2,533
|
+2%
|
|
|
13
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$12.7M
|
+$13.2M
|
+115,454
|
New
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.2M
|
+$11.3M
|
+98,667
|
+2,940%
|
|
|
15
|
IFG Advisory
Atlanta,
Georgia
|
$9.31M
|
-$566K
|
-4,959
|
-6%
|
|
|
16
|
Sound Stewardship
Overland Park,
Kansas
|
$8.85M
|
-$546K
|
-4,782
|
-6%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.52M
|
-$53.7K
|
-470
|
-0.6%
|
|
|
18
|
Wealthfront Advisers
Palo Alto,
California
|
$7.76M
|
+$2.71M
|
+23,753
|
+51%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.5M
|
-$30.8K
|
-270
|
-0.4%
|
|
|
20
|
Solitude Financial Services
Charlottesville,
Virginia
|
$7.35M
|
-$540K
|
-4,732
|
-7%
|
|
|
21
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$6.87M
|
+$6.91M
|
+60,538
|
New
|
|
|
22
|
Insight Wealth Strategies
San Ramon,
California
|
$6.33M
|
+$6.59M
|
+57,678
|
New
|
|
|
23
|
Towneley Capital Management
Laguna Hills,
California
|
$6.28M
|
-$48.6K
|
-426
|
-0.7%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.66M
|
-$77.2K
|
-676
|
-1%
|
|
|
25
|
Castellan Group
Louisville,
Kentucky
|
$5.4M
|
-$563K
|
-4,935
|
-9%
|
|
