|
1
|
Bank of America
Charlotte,
North Carolina
|
$614M
|
+$332M
|
+6,460,069
|
+123%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$318M
|
+$38.6M
|
+751,260
|
+14%
|
|
|
3
|
Aspiriant LLC
Los Angeles,
California
|
$64.8M
|
-$7.66M
|
-149,311
|
-11%
|
|
|
4
|
The Family Firm
Bethesda,
Maryland
|
$39.4M
|
+$82.3K
|
+1,603
|
+0.6%
|
|
|
5
|
|
$32.6M
|
+$2.95M
|
+57,401
|
+10%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.8M
|
+$8.68M
|
+169,150
|
+39%
|
|
|
7
|
Simply Money Advisors
Cincinnati,
Ohio
|
$24.1M
|
+$809K
|
+15,770
|
+4%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$19.6M
|
+$19.2M
|
+374,171
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$16.9M
|
-$1.3M
|
-25,308
|
-7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.9M
|
+$7.09M
|
+138,230
|
+84%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
+$5.39M
|
+104,980
|
+53%
|
|
|
12
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$15.1M
|
+$14.8M
|
+287,928
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$15M
|
+$3.24M
|
+63,120
|
+28%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
-$1.37M
|
-26,699
|
-9%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$13.8M
|
+$106K
|
+2,071
|
+0.8%
|
|
|
16
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$13.5M
|
+$6.58M
|
+128,284
|
+99%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$13.2M
|
-$3.49M
|
-67,946
|
-21%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$13.1M
|
-$34K
|
-663
|
-0.3%
|
|
|
19
|
Edge Advisors
Atlanta,
Georgia
|
$11.3M
|
-$2.89M
|
-56,400
|
-21%
|
|
|
20
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$10.9M
|
+$1.14M
|
+22,127
|
+12%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.2M
|
+$1.03M
|
+20,003
|
+11%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.47M
|
-$331K
|
-6,457
|
-3%
|
|
|
23
|
|
$8.74M
|
+$1.84M
|
+35,819
|
+27%
|
|
|
24
|
|
$6.85M
|
+$1.17M
|
+22,865
|
+21%
|
|
|
25
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$6.45M
|
+$539K
|
+10,509
|
+9%
|
|
