|
1
|
Aspiriant LLC
Los Angeles,
California
|
$89.8M
|
-$7.75M
|
-176,796
|
-8%
|
|
|
2
|
The Family Firm
Bethesda,
Maryland
|
$33.1M
|
-$783K
|
-17,874
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.8M
|
+$6.14M
|
+140,181
|
+38%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$12M
|
-$70.1K
|
-1,599
|
-0.6%
|
|
|
5
|
William Blair & Company
Chicago,
Illinois
|
$11M
|
+$1.86M
|
+42,372
|
+21%
|
|
|
6
|
|
$9.17M
|
+$1.38M
|
+31,446
|
+18%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.42M
|
-$10.1M
|
-231,486
|
-55%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.99M
|
+$185K
|
+4,221
|
+3%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.96M
|
+$4.32M
|
+98,526
|
+173%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.37M
|
+$2.4M
|
+54,798
|
+84%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.18M
|
-$226K
|
-5,160
|
-4%
|
|
|
12
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$4.87M
|
-$364K
|
-8,316
|
-7%
|
|
|
13
|
|
$4.8M
|
-$58.2K
|
-1,329
|
-1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$4.08M
|
+$591K
|
+13,494
|
+17%
|
|
|
15
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$4.05M
|
+$1.34M
|
+30,555
|
+51%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$4.01M
|
+$149K
|
+3,399
|
+4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.3M
|
+$149K
|
+3,411
|
+5%
|
|
|
18
|
Asset Management Group
Stamford,
Connecticut
|
$3.18M
|
-$18.3K
|
-417
|
-0.6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.16M
|
+$1.04M
|
+23,697
|
+50%
|
|
|
20
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$3.08M
|
+$7.95M
|
+181,452
|
New
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$2.91M
|
-$281K
|
-6,417
|
-9%
|
|
|
22
|
|
$2.55M
|
-$7.33M
|
-167,223
|
-75%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$2.46M
|
+$2.41M
|
+54,927
|
New
|
|
|
24
|
Howland Capital Management
Boston,
Massachusetts
|
$2.42M
|
–
|
–
|
–
|
|
|
25
|
Boston Partners
Boston,
Massachusetts
|
$2.18M
|
–
|
–
|
–
|
|
