|
1
|
Aspiriant LLC
Los Angeles,
California
|
$65.6M
|
+$21.5M
|
+488,475
|
+48%
|
|
|
2
|
|
$11.5M
|
-$11.8K
|
-267
|
-0.1%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.7M
|
-$224K
|
-5,079
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.99M
|
+$320K
|
+7,266
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.96M
|
+$362K
|
+8,217
|
+6%
|
|
|
6
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$5.8M
|
-$114K
|
-2,598
|
-2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.49M
|
+$540K
|
+12,252
|
+11%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.37M
|
-$365K
|
-8,283
|
-8%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$3.58M
|
-$75.3K
|
-1,710
|
-2%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$3.15M
|
+$3.19M
|
+72,429
|
New
|
|
|
11
|
Asset Management Group
Stamford,
Connecticut
|
$3M
|
+$13.1K
|
+297
|
+0.4%
|
|
|
12
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.79M
|
-$112K
|
-2,538
|
-4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.53M
|
-$67.5K
|
-1,533
|
-3%
|
|
|
14
|
|
$2.46M
|
+$135K
|
+3,054
|
+6%
|
|
|
15
|
JFB Holdings Corp
Atlanta,
Georgia
|
$2.39M
|
-$478K
|
-10,860
|
-16%
|
|
|
16
|
Howland Capital Management
Boston,
Massachusetts
|
$2.35M
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.08M
|
+$27.6K
|
+627
|
+1%
|
|
|
18
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$1.96M
|
-$142K
|
-3,225
|
-7%
|
|
|
19
|
American International Group
New York
|
$1.94M
|
+$212K
|
+4,812
|
+12%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.87M
|
+$342K
|
+7,767
|
+22%
|
|
|
21
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.74M
|
-$236K
|
-5,358
|
-12%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$842K
|
–
|
–
|
–
|
|
|
23
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$834K
|
-$568K
|
-12,900
|
-40%
|
|
|
24
|
Placemark Investments
Chicago,
Illinois
|
$717K
|
+$126K
|
+2,859
|
+21%
|
|
|
25
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$643K
|
+$66.9K
|
+1,518
|
+11%
|
|
