|
1
|
Aspiriant LLC
Los Angeles,
California
|
$98.3M
|
+$10.2M
|
+223,479
|
+11%
|
|
|
2
|
The Family Firm
Bethesda,
Maryland
|
$32.9M
|
-$740K
|
-16,194
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
-$2.62M
|
-57,384
|
-17%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.4M
|
+$313K
|
+6,849
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$1.37M
|
+29,910
|
+15%
|
|
|
6
|
|
$9.89M
|
-$973K
|
-21,309
|
-9%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.63M
|
+$346K
|
+7,578
|
+4%
|
|
|
8
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$5.78M
|
-$72.5K
|
-1,587
|
-1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$5.76M
|
+$757K
|
+16,572
|
+15%
|
|
|
10
|
William Blair & Company
Chicago,
Illinois
|
$4.37M
|
–
|
–
|
–
|
|
|
11
|
|
$3.97M
|
-$12.6M
|
-276,957
|
-76%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$3.86M
|
+$162K
|
+3,549
|
+4%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$3.63M
|
+$556K
|
+12,171
|
+18%
|
|
|
14
|
Managed Account Advisors
Jersey City,
New Jersey
|
$3.19M
|
+$1.83M
|
+40,149
|
+130%
|
|
|
15
|
Asset Management Group
Stamford,
Connecticut
|
$3.15M
|
+$16.7K
|
+366
|
+0.5%
|
|
|
16
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.89M
|
+$40K
|
+876
|
+1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.46M
|
+$120K
|
+2,619
|
+5%
|
|
|
18
|
Howland Capital Management
Boston,
Massachusetts
|
$2.43M
|
–
|
–
|
–
|
|
|
19
|
Natixis Advisors
Boston,
Massachusetts
|
$2.29M
|
+$782K
|
+17,127
|
+51%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$2.22M
|
+$956K
|
+20,940
|
+74%
|
|
|
21
|
JFB Holdings Corp
Atlanta,
Georgia
|
$2.06M
|
-$223K
|
-4,875
|
-10%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2M
|
+$6.85K
|
+150
|
+0.3%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.95M
|
+$35.5K
|
+777
|
+2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.75M
|
+$464K
|
+10,149
|
+35%
|
|
|
25
|
Barrington Strategic Wealth Management Group
Chicago,
Illinois
|
$1.75M
|
-$277K
|
-6,060
|
-13%
|
|
