|
1
|
Aspiriant LLC
Los Angeles,
California
|
$45.1M
|
+$8.16M
|
+191,055
|
+23%
|
|
|
2
|
|
$11.7M
|
-$570K
|
-13,347
|
-5%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.1M
|
+$47.9K
|
+1,122
|
+0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.82M
|
+$5.68M
|
+132,909
|
+199%
|
|
|
5
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$6.02M
|
-$111K
|
-2,607
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.78M
|
+$147K
|
+3,441
|
+3%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.04M
|
-$14K
|
-327
|
-0.3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.8M
|
-$77.5K
|
-1,815
|
-2%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$3.72M
|
-$47K
|
-1,101
|
-1%
|
|
|
10
|
Asset Management Group
Stamford,
Connecticut
|
$3.04M
|
-$12.3K
|
-288
|
-0.4%
|
|
|
11
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.94M
|
-$249K
|
-5,823
|
-8%
|
|
|
12
|
JFB Holdings Corp
Atlanta,
Georgia
|
$2.91M
|
-$913K
|
-21,375
|
-24%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.64M
|
+$2.37M
|
+55,539
|
+1,299%
|
|
|
14
|
Howland Capital Management
Boston,
Massachusetts
|
$2.39M
|
–
|
–
|
–
|
|
|
15
|
|
$2.37M
|
+$278K
|
+6,504
|
+14%
|
|
|
16
|
SG Americas Securities
New York
|
$2.25M
|
+$2.17M
|
+50,811
|
New
|
|
|
17
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$2.13M
|
-$13.5K
|
-315
|
-0.6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.08M
|
+$2.56K
|
+60
|
+0.1%
|
|
|
19
|
Managed Account Advisors
Jersey City,
New Jersey
|
$2.01M
|
–
|
–
|
–
|
|
|
20
|
American International Group
New York
|
$1.76M
|
+$538K
|
+12,594
|
+46%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.68M
|
-$7.7M
|
-180,207
|
-83%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.56M
|
-$32K
|
-750
|
-2%
|
|
|
23
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.42M
|
+$1.37M
|
+32,100
|
New
|
|
|
24
|
Credit Suisse
Zurich,
Switzerland
|
$888K
|
-$1.36M
|
-31,743
|
-61%
|
|
|
25
|
Whittier Trust
South Pasadena,
California
|
$856K
|
+$50.8K
|
+1,188
|
+7%
|
|
