|
1
|
Aspiriant LLC
Los Angeles,
California
|
$88.4M
|
+$9.6M
|
+212,958
|
+12%
|
|
|
2
|
The Family Firm
Bethesda,
Maryland
|
$33.5M
|
-$174K
|
-3,849
|
-0.5%
|
|
|
3
|
|
$16.4M
|
+$10.7M
|
+237,612
|
+186%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
+$1.4M
|
+31,056
|
+10%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.1M
|
+$140K
|
+3,099
|
+1%
|
|
|
6
|
|
$10.9M
|
-$438K
|
-9,720
|
-4%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.3M
|
+$3.87M
|
+85,947
|
+71%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$8.81M
|
-$2.17M
|
-48,042
|
-20%
|
|
|
9
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$5.86M
|
-$74.4K
|
-1,650
|
-1%
|
|
|
10
|
SG Americas Securities
New York
|
$5.26M
|
-$33.8K
|
-750
|
-0.6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$5.02M
|
-$1.49M
|
-32,940
|
-23%
|
|
|
12
|
William Blair & Company
Chicago,
Illinois
|
$4.38M
|
+$3.73M
|
+82,776
|
+571%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$3.71M
|
-$56.9K
|
-1,263
|
-2%
|
|
|
14
|
Asset Management Group
Stamford,
Connecticut
|
$3.13M
|
+$16.1K
|
+357
|
+0.5%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$3.11M
|
-$66K
|
-1,464
|
-2%
|
|
|
16
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.86M
|
-$28.9K
|
-642
|
-1%
|
|
|
17
|
Howland Capital Management
Boston,
Massachusetts
|
$2.43M
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.34M
|
+$172K
|
+3,810
|
+8%
|
|
|
19
|
JFB Holdings Corp
Atlanta,
Georgia
|
$2.28M
|
+$79.1K
|
+1,755
|
+4%
|
|
|
20
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$2.02M
|
+$10.1K
|
+225
|
+0.5%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2M
|
-$885K
|
-19,632
|
-31%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.91M
|
+$54.1K
|
+1,200
|
+3%
|
|
|
23
|
American International Group
New York
|
$1.69M
|
-$92.4K
|
-2,049
|
-5%
|
|
|
24
|
Natixis Advisors
Boston,
Massachusetts
|
$1.52M
|
-$443K
|
-9,837
|
-23%
|
|
|
25
|
|
$1.51M
|
+$1.51M
|
+33,597
|
New
|
|
