|
1
|
|
$86M
|
+$2.53M
|
+17,319
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$69.6M
|
+$12.4M
|
+84,891
|
+25%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$62.7M
|
+$4.22M
|
+28,819
|
+8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$45.1M
|
+$4.32M
|
+29,500
|
+12%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.9M
|
-$487K
|
-3,328
|
-2%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$34.2M
|
+$4.92M
|
+33,587
|
+19%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$33.9M
|
+$839K
|
+5,731
|
+3%
|
|
|
8
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$32.2M
|
-$2.98M
|
-20,343
|
-9%
|
|
|
9
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$31.2M
|
–
|
–
|
–
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$28.2M
|
-$258K
|
-1,766
|
-1%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$25M
|
-$57.1K
|
-390
|
-0.3%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$23.2M
|
+$1.67M
|
+11,394
|
+9%
|
|
|
13
|
Wealthfront Advisers
Palo Alto,
California
|
$22.4M
|
-$363K
|
-2,480
|
-2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$21.2M
|
+$17M
|
+116,151
|
+953%
|
|
|
15
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$17.1M
|
-$365K
|
-2,493
|
-2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.1M
|
+$2.29M
|
+15,670
|
+19%
|
|
|
17
|
Larson Financial Group
St Louis,
Missouri
|
$15.4M
|
-$2.91M
|
-19,912
|
-18%
|
|
|
18
|
Advance Capital Management
Southfield,
Michigan
|
$13.7M
|
+$639K
|
+4,368
|
+6%
|
|
|
19
|
IFG Advisory
Atlanta,
Georgia
|
$13.2M
|
+$160K
|
+1,095
|
+1%
|
|
|
20
|
Pictet Asset Management
Carouge,
Switzerland
|
$12.9M
|
+$11.4M
|
+77,730
|
New
|
|
|
21
|
Peak Financial Management
Wellesley,
Massachusetts
|
$12.2M
|
-$135K
|
-920
|
-1%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$11.3M
|
+$364K
|
+2,486
|
+4%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$11.1M
|
+$928K
|
+6,340
|
+10%
|
|
|
24
|
Sound Stewardship
Overland Park,
Kansas
|
$11.1M
|
-$306K
|
-2,091
|
-3%
|
|
|
25
|
Solitude Financial Services
Charlottesville,
Virginia
|
$9.75M
|
-$443K
|
-3,025
|
-5%
|
|
