|
1
|
|
$69.4M
|
+$26.8M
|
+200,277
|
+66%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$48.4M
|
-$2.44M
|
-18,289
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$46.4M
|
+$1.28M
|
+9,598
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$33.6M
|
+$2.28M
|
+17,090
|
+8%
|
|
|
5
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$31.2M
|
–
|
–
|
–
|
|
|
6
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$29.7M
|
-$2.05M
|
-15,382
|
-7%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.6M
|
-$13.7M
|
-102,369
|
-32%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27M
|
+$232K
|
+1,733
|
+0.9%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23.9M
|
+$3.51M
|
+26,277
|
+18%
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$23.8M
|
-$2.36M
|
-17,688
|
-9%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$21M
|
+$387K
|
+2,896
|
+2%
|
|
|
12
|
Wealthfront Advisers
Palo Alto,
California
|
$19.1M
|
+$8.05M
|
+60,238
|
+77%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$17.8M
|
-$441K
|
-3,301
|
-2%
|
|
|
14
|
Larson Financial Group
St Louis,
Missouri
|
$15.6M
|
-$511K
|
-3,826
|
-3%
|
|
|
15
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$14.6M
|
-$646K
|
-4,837
|
-4%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
+$416K
|
+3,113
|
+4%
|
|
|
17
|
IFG Advisory
Atlanta,
Georgia
|
$10.8M
|
-$1.07M
|
-8,043
|
-9%
|
|
|
18
|
Advance Capital Management
Southfield,
Michigan
|
$10.8M
|
-$975K
|
-7,295
|
-9%
|
|
|
19
|
Peak Financial Management
Wellesley,
Massachusetts
|
$10.4M
|
-$359K
|
-2,686
|
-3%
|
|
|
20
|
Sound Stewardship
Overland Park,
Kansas
|
$9.58M
|
-$932K
|
-6,975
|
-9%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$9.08M
|
+$33.1K
|
+248
|
+0.4%
|
|
|
22
|
Solitude Financial Services
Charlottesville,
Virginia
|
$8.56M
|
-$796K
|
-5,961
|
-9%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$8.42M
|
-$2.07M
|
-15,524
|
-20%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.46M
|
-$1.63M
|
-12,225
|
-18%
|
|
|
25
|
Towneley Capital Management
Laguna Hills,
California
|
$7.07M
|
-$1.11M
|
-8,316
|
-14%
|
|
