|
1
|
Bank of America
Charlotte,
North Carolina
|
$201M
|
+$112M
|
+1,606,571
|
+124%
|
|
|
2
|
Prudential plc
London, England,
United Kingdom
|
$163M
|
-$99.4M
|
-1,424,100
|
-38%
|
|
|
3
|
BlackRock Group
London,
United Kingdom
|
$83.9M
|
-$3.48M
|
-49,852
|
-4%
|
|
|
4
|
|
$65.8M
|
+$13.7M
|
+196,301
|
+26%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$65.8M
|
+$23.8M
|
+340,912
|
+56%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$44.3M
|
+$5.77M
|
+82,705
|
+15%
|
|
|
7
|
FAS Wealth Partners
Leawood,
Kansas
|
$39.2M
|
-$9.27M
|
-132,723
|
-19%
|
|
|
8
|
|
$38.1M
|
+$14.1M
|
+201,555
|
+58%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$30.1M
|
+$9.6M
|
+137,586
|
+46%
|
|
|
10
|
|
$26M
|
+$26.2M
|
+375,258
|
New
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$23.4M
|
-$2.64M
|
-37,749
|
-10%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$20.4M
|
+$12.9M
|
+184,140
|
+164%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.6M
|
+$2.8M
|
+40,103
|
+26%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$12.5M
|
+$849K
|
+12,164
|
+7%
|
|
|
15
|
Bessemer Group
Woodbridge,
New Jersey
|
$10.2M
|
+$1.85M
|
+26,498
|
+22%
|
|
|
16
|
Bank of New York Mellon
New York
|
$9.82M
|
+$9.9M
|
+141,822
|
New
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.05M
|
+$537K
|
+7,699
|
+6%
|
|
|
18
|
American International Group
New York
|
$8.32M
|
+$155K
|
+2,225
|
+2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.09M
|
+$5M
|
+71,663
|
+159%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.85M
|
-$8.38K
|
-120
|
-0.1%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$7.82M
|
+$3.08M
|
+44,162
|
+64%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6M
|
+$2.33M
|
+33,446
|
+63%
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$5.86M
|
+$1.13M
|
+16,163
|
+24%
|
|
|
24
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$4.32M
|
-$116K
|
-1,667
|
-3%
|
|
|
25
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.94M
|
+$3.97M
|
+56,801
|
New
|
|
