|
1
|
|
$315M
|
+$25.9M
|
+272,005
|
+9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$301M
|
+$20.4M
|
+214,437
|
+7%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$192M
|
-$2.86M
|
-30,013
|
-1%
|
|
|
4
|
Prudential plc
London, England,
United Kingdom
|
$187M
|
+$15.1M
|
+158,854
|
+9%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$179M
|
+$5.08M
|
+53,375
|
+3%
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$123M
|
+$1.46M
|
+15,358
|
+1%
|
|
|
7
|
|
$97M
|
-$8.33M
|
-87,488
|
-8%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$80.8M
|
-$190
|
-2
|
-0%
|
|
|
9
|
Lenox Wealth Advisors
New York
|
$79.1M
|
+$2.93M
|
+30,780
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$59.1M
|
+$991K
|
+10,411
|
+2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58.8M
|
+$11M
|
+115,590
|
+23%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$58.1M
|
+$424K
|
+4,457
|
+0.7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$58.1M
|
-$1.35M
|
-14,191
|
-2%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$57.6M
|
+$5.88M
|
+61,768
|
+11%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$57.5M
|
+$9.04M
|
+94,940
|
+19%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$55M
|
+$10.5M
|
+110,645
|
+24%
|
|
|
17
|
FAS Wealth Partners
Leawood,
Kansas
|
$49.7M
|
+$829K
|
+8,714
|
+2%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.5M
|
+$1.44M
|
+15,104
|
+4%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.1M
|
+$1.51M
|
+15,813
|
+6%
|
|
|
20
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$26.8M
|
-$49M
|
-515,315
|
-65%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$25M
|
+$24.8M
|
+260,461
|
New
|
|
|
22
|
|
$24.5M
|
+$24.3M
|
+255,748
|
New
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
$23.2M
|
+$3.51M
|
+36,833
|
+18%
|
|
|
24
|
AllianceBernstein
Nashville,
Tennessee
|
$22.6M
|
+$299K
|
+3,145
|
+1%
|
|
|
25
|
Wintrust Investments
Chicago,
Illinois
|
$20.6M
|
+$498K
|
+5,234
|
+2%
|
|
