|
1
|
Aspiriant LLC
Los Angeles,
California
|
$79.7M
|
+$10.8M
|
+243,963
|
+16%
|
|
|
2
|
The Family Firm
Bethesda,
Maryland
|
$33.3M
|
+$36.2M
|
+815,943
|
New
|
|
|
3
|
Managed Account Advisors
Jersey City,
New Jersey
|
$26M
|
+$23.6M
|
+531,900
|
+1,326%
|
|
|
4
|
Snow Capital Management
Sewickley,
Pennsylvania
|
$18.4M
|
+$18M
|
+405,252
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$4.3M
|
+97,005
|
+47%
|
|
|
6
|
|
$11.4M
|
-$561K
|
-12,651
|
-5%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.1M
|
-$33K
|
-744
|
-0.3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$4.67M
|
+105,342
|
+76%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.58M
|
+$1.96M
|
+44,160
|
+44%
|
|
|
10
|
|
$5.81M
|
+$5.4M
|
+121,809
|
+2,056%
|
|
|
11
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$5.8M
|
-$73.2K
|
-1,653
|
-1%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.5M
|
-$239K
|
-5,397
|
-4%
|
|
|
13
|
SG Americas Securities
New York
|
$5.36M
|
+$5.22M
|
+117,714
|
New
|
|
|
14
|
ClearBridge Investments
New York
|
$4.54M
|
+$4.41M
|
+99,546
|
+29,894%
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.48M
|
+$4.36M
|
+98,370
|
New
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$3.81M
|
+$57.6K
|
+1,299
|
+2%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.73M
|
+$3.02M
|
+68,184
|
+496%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$3.22M
|
-$100K
|
-2,259
|
-3%
|
|
|
19
|
Asset Management Group
Stamford,
Connecticut
|
$3.15M
|
+$14.5K
|
+327
|
+0.5%
|
|
|
20
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.92M
|
+$3.32K
|
+75
|
+0.1%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.91M
|
+$2.84M
|
+64,050
|
New
|
|
|
22
|
NWQ Investment Management Company
Los Angeles,
California
|
$2.9M
|
+$2.82M
|
+63,675
|
New
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$2.46M
|
–
|
–
|
–
|
|
|
24
|
JFB Holdings Corp
Atlanta,
Georgia
|
$2.23M
|
-$270K
|
-6,090
|
-11%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.2M
|
+$24.6K
|
+555
|
+1%
|
|
