|
1
|
Bank of America
Charlotte,
North Carolina
|
$75.7M
|
+$39.3M
|
+830,754
|
+117%
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$73.6M
|
-$6.89M
|
-145,863
|
-9%
|
|
|
3
|
The Family Firm
Bethesda,
Maryland
|
$35.2M
|
+$13.3K
|
+282
|
+0.1%
|
|
|
4
|
Simply Money Advisors
Cincinnati,
Ohio
|
$20M
|
+$19.2M
|
+407,211
|
New
|
|
|
5
|
|
$17.2M
|
+$5.3M
|
+112,185
|
+47%
|
|
|
6
|
Edge Advisors
Atlanta,
Georgia
|
$13.6M
|
+$13.1M
|
+276,831
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$13.4M
|
+$4.77M
|
+100,988
|
+60%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$12.6M
|
+$655K
|
+13,863
|
+6%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.5M
|
-$134K
|
-2,831
|
-1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
+$2.13M
|
+44,975
|
+25%
|
|
|
11
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$10M
|
+$9.64M
|
+203,966
|
New
|
|
|
12
|
|
$9.8M
|
+$8.25M
|
+174,574
|
+704%
|
|
|
13
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.48M
|
+$8.45M
|
+178,794
|
+1,261%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.56M
|
+$3.81M
|
+80,671
|
+110%
|
|
|
15
|
Equity Investment Corp
Atlanta,
Georgia
|
$7.37M
|
+$7.09M
|
+149,974
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$6.18M
|
+$273K
|
+5,783
|
+5%
|
|
|
17
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$6.18M
|
+$5.94M
|
+125,706
|
New
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.12M
|
+$450K
|
+9,516
|
+8%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.33M
|
+$4.14M
|
+87,557
|
+419%
|
|
|
20
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$5.32M
|
+$262K
|
+5,544
|
+5%
|
|
|
21
|
|
$5.25M
|
-$25.7K
|
-543
|
-0.5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.11M
|
+$1.43M
|
+30,212
|
+41%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$4.87M
|
+$580K
|
+12,276
|
+14%
|
|
|
24
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$4.66M
|
-$216K
|
-4,581
|
-5%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$4.61M
|
+$511K
|
+10,823
|
+13%
|
|
