|
1
|
Aspiriant LLC
Los Angeles,
California
|
$89M
|
+$12.6M
|
+291,468
|
+16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$73.5M
|
+$51.8M
|
+1,201,071
|
+227%
|
|
|
3
|
The Family Firm
Bethesda,
Maryland
|
$32.6M
|
-$427K
|
-9,906
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$18.6M
|
+$9.91M
|
+229,803
|
+108%
|
|
|
5
|
Snow Capital Management
Sewickley,
Pennsylvania
|
$16.2M
|
+$14.7M
|
+340,449
|
+827%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$12.8M
|
+$6.66M
|
+154,500
|
+105%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.3M
|
+$1.49M
|
+34,605
|
+14%
|
|
|
8
|
|
$11.4M
|
+$2.85M
|
+66,126
|
+33%
|
|
|
9
|
ClearBridge Investments
New York
|
$9.55M
|
+$9.4M
|
+217,998
|
+3,176%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.64M
|
+$3.16M
|
+73,242
|
+56%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$8.24M
|
+$3.5M
|
+81,231
|
+72%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.76M
|
-$1.16M
|
-26,817
|
-13%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.83M
|
+$5.46M
|
+126,675
|
+370%
|
|
|
14
|
NWQ Investment Management Company
Los Angeles,
California
|
$5.59M
|
+$3.64M
|
+84,351
|
+178%
|
|
|
15
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$5.33M
|
-$78.5K
|
-1,821
|
-1%
|
|
|
16
|
Natixis Advisors
Boston,
Massachusetts
|
$4.57M
|
-$1.74M
|
-40,302
|
-27%
|
|
|
17
|
|
$4.28M
|
+$482K
|
+11,181
|
+12%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$4.12M
|
+$4.18M
|
+97,029
|
New
|
|
|
19
|
Boston Partners
Boston,
Massachusetts
|
$3.73M
|
+$3.79M
|
+87,864
|
New
|
|
|
20
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$3.68M
|
+$3.09M
|
+71,613
|
+478%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$3.63M
|
+$86.9K
|
+2,016
|
+2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.22M
|
+$612K
|
+14,193
|
+23%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$3.09M
|
-$17.1K
|
-396
|
-0.5%
|
|
|
24
|
Asset Management Group
Stamford,
Connecticut
|
$3M
|
+$16.4K
|
+381
|
+0.5%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.32M
|
+$185K
|
+4,299
|
+9%
|
|
