|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.6B
|
+$408M
|
+3,767,783
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.92B
|
+$23M
|
+212,650
|
+1%
|
|
|
3
|
|
$1.08B
|
-$7.01M
|
-64,741
|
-0.7%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$890M
|
+$48.8M
|
+451,015
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$834M
|
+$44.5M
|
+410,930
|
+6%
|
|
|
6
|
SignatureFD
Atlanta,
Georgia
|
$537M
|
+$24.8M
|
+228,962
|
+5%
|
|
|
7
|
Kestra Investment Management
Austin,
Texas
|
$492M
|
+$61.8M
|
+570,749
|
+15%
|
|
|
8
|
Blue Trust Inc
Alpharetta,
Georgia
|
$467M
|
-$4.32M
|
-39,958
|
-0.9%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$406M
|
+$265K
|
+2,452
|
+0.1%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$328M
|
+$20.3M
|
+187,880
|
+7%
|
|
|
11
|
|
$211M
|
-$17.5M
|
-162,117
|
-8%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$182M
|
+$1.67M
|
+15,390
|
+0.9%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$176M
|
+$17.7M
|
+163,450
|
+11%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$174M
|
+$7.35M
|
+67,936
|
+5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$170M
|
-$6.3M
|
-58,250
|
-4%
|
|
|
16
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$153M
|
+$8.58M
|
+79,290
|
+6%
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$131M
|
+$592K
|
+5,474
|
+0.5%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$131M
|
+$2.56M
|
+23,687
|
+2%
|
|
|
19
|
Foster Group
West Des Moines,
Iowa
|
$125M
|
+$2.11M
|
+19,520
|
+2%
|
|
|
20
|
Natixis Advisors
Boston,
Massachusetts
|
$125M
|
+$11.5M
|
+106,683
|
+10%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$96.3M
|
+$6.07M
|
+56,080
|
+7%
|
|
|
22
|
Auto-Owners Insurance
Lansing,
Michigan
|
$95.2M
|
-$53M
|
-490,000
|
-36%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$93.8M
|
-$36M
|
-332,641
|
-28%
|
|
|
24
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$89.1M
|
+$87.5M
|
+808,560
|
New
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$83.2M
|
+$4.8M
|
+44,379
|
+6%
|
|
