|
1
|
Aspiriant LLC
Los Angeles,
California
|
$93.7M
|
+$3.56M
|
+87,543
|
+4%
|
|
|
2
|
The Family Firm
Bethesda,
Maryland
|
$33M
|
+$238K
|
+5,868
|
+0.7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$17.8M
|
-$884K
|
-21,771
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
-$55.3M
|
-1,360,992
|
-79%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.6M
|
-$836K
|
-20,574
|
-7%
|
|
|
6
|
|
$9.62M
|
+$9.1M
|
+224,112
|
New
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$8.77M
|
+$412K
|
+10,152
|
+5%
|
|
|
8
|
|
$7.44M
|
-$3.83M
|
-94,230
|
-35%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.52M
|
-$2.09M
|
-51,465
|
-25%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.18M
|
-$2.52M
|
-61,932
|
-34%
|
|
|
11
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$5.03M
|
-$344K
|
-8,469
|
-7%
|
|
|
12
|
|
$4.66M
|
+$317K
|
+7,809
|
+8%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$3.7M
|
+$32.5K
|
+801
|
+0.9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.33M
|
+$2.13M
|
+52,473
|
+210%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$3.11M
|
+$5.97K
|
+147
|
+0.2%
|
|
|
16
|
Asset Management Group
Stamford,
Connecticut
|
$3.07M
|
+$36.8K
|
+906
|
+1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.02M
|
-$224K
|
-5,517
|
-7%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.8M
|
+$429K
|
+10,575
|
+19%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.63M
|
+$2.49M
|
+61,272
|
New
|
|
|
20
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.58M
|
+$365K
|
+9,000
|
+18%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.44M
|
+$2.31M
|
+56,859
|
New
|
|
|
22
|
Howland Capital Management
Boston,
Massachusetts
|
$2.32M
|
–
|
–
|
–
|
|
|
23
|
Natixis Advisors
Boston,
Massachusetts
|
$2.28M
|
-$2.21M
|
-54,486
|
-51%
|
|
|
24
|
American International Group
New York
|
$2.21M
|
+$478K
|
+11,766
|
+30%
|
|
|
25
|
Boston Partners
Boston,
Massachusetts
|
$2.09M
|
-$1.59M
|
-39,168
|
-45%
|
|
