|
1
|
Bank of America
Charlotte,
North Carolina
|
$47.7M
|
+$595K
|
+4,962
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$42.2M
|
+$2.23M
|
+18,555
|
+6%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$41M
|
+$9.58M
|
+79,871
|
+34%
|
|
|
4
|
|
$39.1M
|
+$6.89M
|
+57,449
|
+23%
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$31.2M
|
–
|
–
|
–
|
|
|
6
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$29.8M
|
-$5.97M
|
-49,786
|
-18%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$29.3M
|
+$3.37M
|
+28,047
|
+14%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.8M
|
+$6.52M
|
+54,353
|
+40%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$24.6M
|
-$1.97M
|
-16,389
|
-8%
|
|
|
10
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$19.3M
|
+$295K
|
+2,461
|
+2%
|
|
|
11
|
Focus Partners Wealth
Boston,
Massachusetts
|
$19M
|
+$5.34M
|
+44,543
|
+44%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$17.1M
|
+$469K
|
+3,909
|
+3%
|
|
|
13
|
Larson Financial Group
St Louis,
Missouri
|
$15.1M
|
+$119K
|
+994
|
+0.9%
|
|
|
14
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$14.3M
|
-$568K
|
-4,737
|
-4%
|
|
|
15
|
IFG Advisory
Atlanta,
Georgia
|
$11.2M
|
+$207K
|
+1,729
|
+2%
|
|
|
16
|
Advance Capital Management
Southfield,
Michigan
|
$11.1M
|
+$9.87M
|
+82,266
|
+2,486%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.1M
|
+$4.79M
|
+39,942
|
+104%
|
|
|
18
|
Wealthfront Advisers
Palo Alto,
California
|
$10.1M
|
+$854K
|
+7,119
|
+10%
|
|
|
19
|
Peak Financial Management
Wellesley,
Massachusetts
|
$10M
|
+$6.24K
|
+52
|
+0.1%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$9.9M
|
+$6.72M
|
+56,014
|
+274%
|
|
|
21
|
Sound Stewardship
Overland Park,
Kansas
|
$9.88M
|
-$511K
|
-4,261
|
-5%
|
|
|
22
|
Solitude Financial Services
Charlottesville,
Virginia
|
$8.79M
|
+$114K
|
+952
|
+1%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.58M
|
-$245K
|
-2,040
|
-3%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$8.47M
|
+$3.23M
|
+26,916
|
+70%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.03M
|
+$7.44M
|
+62,004
|
New
|
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