|
1
|
Aspiriant LLC
Los Angeles,
California
|
$34.9M
|
+$6.36M
|
+155,511
|
+23%
|
|
|
2
|
|
$11.7M
|
-$2.9M
|
-70,848
|
-20%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.5M
|
+$308K
|
+7,530
|
+3%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.18M
|
+$6.16M
|
+150,558
|
+223%
|
|
|
5
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$5.84M
|
-$106K
|
-2,580
|
-2%
|
|
|
6
|
Timber Hill
Greenwich,
Connecticut
|
$5.4M
|
+$5.24M
|
+128,169
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.37M
|
+$84K
|
+2,052
|
+2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.81M
|
-$399K
|
-9,747
|
-8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.66M
|
-$279K
|
-6,810
|
-6%
|
|
|
10
|
JFB Holdings Corp
Atlanta,
Georgia
|
$3.67M
|
-$633K
|
-15,480
|
-15%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$3.59M
|
-$269K
|
-6,567
|
-7%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$3.14M
|
-$37.9K
|
-927
|
-1%
|
|
|
13
|
Stringer Asset Management
Memphis,
Tennessee
|
$3.05M
|
-$1.29M
|
-31,626
|
-30%
|
|
|
14
|
Asset Management Group
Stamford,
Connecticut
|
$2.9M
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$2.81M
|
+$364K
|
+8,898
|
+15%
|
|
|
16
|
Howland Capital Management
Boston,
Massachusetts
|
$2.28M
|
+$982
|
+24
|
+0%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$2.18M
|
-$731K
|
-17,856
|
-26%
|
|
|
18
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$2.05M
|
+$74.9K
|
+1,830
|
+4%
|
|
|
19
|
|
$1.99M
|
-$127K
|
-3,093
|
-6%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.98M
|
+$121K
|
+2,964
|
+7%
|
|
|
21
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.92M
|
-$7.93M
|
-193,740
|
-81%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.52M
|
+$46K
|
+1,125
|
+3%
|
|
|
23
|
Natixis Advisors
Boston,
Massachusetts
|
$1.18M
|
+$110K
|
+2,685
|
+11%
|
|
|
24
|
American International Group
New York
|
$1.15M
|
+$86.5K
|
+2,115
|
+8%
|
|
|
25
|
Whittier Trust
South Pasadena,
California
|
$766K
|
–
|
–
|
–
|
|
