|
1
|
Bank of America
Charlotte,
North Carolina
|
USD 9599 M
|
+USD 408 M
|
+3,767,783
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
USD 1921 M
|
+USD 23 M
|
+212,650
|
+1%
|
|
|
3
|
|
USD 1079 M
|
-USD 7.01 M
|
-64,741
|
-0.7%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
USD 890 M
|
+USD 48.8 M
|
+451,015
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 834 M
|
+USD 44.5 M
|
+410,930
|
+6%
|
|
|
6
|
SignatureFD
Atlanta,
Georgia
|
USD 537 M
|
+USD 24.8 M
|
+228,962
|
+5%
|
|
|
7
|
Kestra Investment Management
Austin,
Texas
|
USD 492 M
|
+USD 61.8 M
|
+570,749
|
+15%
|
|
|
8
|
Blue Trust Inc
Alpharetta,
Georgia
|
USD 467 M
|
-USD 4.32 M
|
-39,958
|
-0.9%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
USD 406 M
|
+USD 265 k
|
+2,452
|
+0.1%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
USD 328 M
|
+USD 20.3 M
|
+187,880
|
+7%
|
|
|
11
|
|
USD 211 M
|
-USD 17.5 M
|
-162,117
|
-8%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
USD 182 M
|
+USD 1.67 M
|
+15,390
|
+0.9%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 176 M
|
+USD 17.7 M
|
+163,450
|
+11%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 174 M
|
+USD 7.35 M
|
+67,936
|
+5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
USD 170 M
|
-USD 6.3 M
|
-58,250
|
-4%
|
|
|
16
|
Benjamin Edwards Inc
Clayton,
Missouri
|
USD 153 M
|
+USD 8.58 M
|
+79,290
|
+6%
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
USD 131 M
|
+USD 592 k
|
+5,474
|
+0.5%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
USD 131 M
|
+USD 2.56 M
|
+23,687
|
+2%
|
|
|
19
|
Foster Group
West Des Moines,
Iowa
|
USD 125 M
|
+USD 2.11 M
|
+19,520
|
+2%
|
|
|
20
|
Natixis Advisors
Boston,
Massachusetts
|
USD 125 M
|
+USD 11.5 M
|
+106,683
|
+10%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
USD 110 M
|
+USD 19.4 M
|
+179,126
|
+22%
|
|
|
22
|
Auto-Owners Insurance
Lansing,
Michigan
|
USD 95.2 M
|
-USD 53 M
|
-490,000
|
-36%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
USD 93.8 M
|
-USD 36 M
|
-332,641
|
-28%
|
|
|
24
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
USD 89.1 M
|
+USD 87.5 M
|
+808,560
|
Nuevas
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
USD 83.2 M
|
+USD 4.8 M
|
+44,379
|
+6%
|
|
