|
1
|
Aspiriant LLC
Los Angeles,
California
|
$75.8M
|
-$16.7M
|
-363,168
|
-18%
|
|
|
2
|
The Family Firm
Bethesda,
Maryland
|
$33.9M
|
-$24.6M
|
-536,143
|
-67%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$32.7M
|
+$9.16M
|
+199,584
|
+39%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.9M
|
-$500K
|
-10,896
|
-4%
|
|
|
5
|
William Blair & Company
Chicago,
Illinois
|
$11.2M
|
-$149K
|
-3,243
|
-1%
|
|
|
6
|
|
$11M
|
+$1.54M
|
+33,609
|
+16%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.38M
|
+$1.17M
|
+25,532
|
+16%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.71M
|
-$947K
|
-20,624
|
-11%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.54M
|
+$3.44K
|
+75
|
+0.1%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.3M
|
-$27.4K
|
-596
|
-0.5%
|
|
|
11
|
|
$4.95M
|
+$3.99K
|
+87
|
+0.1%
|
|
|
12
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$4.64M
|
+$534K
|
+11,641
|
+13%
|
|
|
13
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$4.58M
|
-$432K
|
-9,405
|
-9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$4M
|
-$193K
|
-4,211
|
-5%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$3.83M
|
-$304K
|
-6,618
|
-7%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.4M
|
-$5.92K
|
-129
|
-0.2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.37M
|
+$112K
|
+2,451
|
+3%
|
|
|
18
|
Asset Management Group
Stamford,
Connecticut
|
$3.27M
|
-$7.25K
|
-158
|
-0.2%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$2.96M
|
-$51K
|
-1,112
|
-2%
|
|
|
20
|
JFB Holdings Corp
Atlanta,
Georgia
|
$2.87M
|
+$1.35M
|
+29,454
|
+90%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$2.61M
|
+$74.5K
|
+1,624
|
+3%
|
|
|
22
|
Howland Capital Management
Boston,
Massachusetts
|
$2.49M
|
–
|
–
|
–
|
|
|
23
|
Boston Partners
Boston,
Massachusetts
|
$2.25M
|
–
|
–
|
–
|
|
|
24
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$2.05M
|
+$150K
|
+3,259
|
+8%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.91M
|
+$19.3K
|
+421
|
+1%
|
|
