|
1
|
Bank of America
Charlotte,
North Carolina
|
$882M
|
+$226M
|
+4,199,867
|
+36%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$376M
|
+$38.1M
|
+709,258
|
+12%
|
|
|
3
|
Alleghany Corporation
New York
|
$78.4M
|
+$76.1M
|
+1,415,000
|
New
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$45.5M
|
+$44.2M
|
+821,926
|
New
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43M
|
+$9.09M
|
+169,138
|
+28%
|
|
|
6
|
|
$42.1M
|
+$7.39M
|
+137,455
|
+22%
|
|
|
7
|
The Family Firm
Bethesda,
Maryland
|
$41.4M
|
-$142K
|
-2,651
|
-1%
|
|
|
8
|
Simply Money Advisors
Cincinnati,
Ohio
|
$25.9M
|
+$414K
|
+7,697
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.9M
|
+$7.87M
|
+146,478
|
+48%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$22.7M
|
+$5.71M
|
+106,260
|
+35%
|
|
|
11
|
Avidian Wealth Enterprises
Houston,
Texas
|
$22.5M
|
+$1.81M
|
+33,738
|
+9%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$19.9M
|
-$47.3M
|
-880,152
|
-71%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$19.3M
|
+$3.42M
|
+63,658
|
+22%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
+$3.01M
|
+56,003
|
+21%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$16.3M
|
-$1.59M
|
-29,547
|
-9%
|
|
|
16
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$16.2M
|
+$206K
|
+3,826
|
+1%
|
|
|
17
|
|
$15.7M
|
+$6.25M
|
+116,257
|
+70%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$14.2M
|
-$370K
|
-6,882
|
-3%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$14.1M
|
+$232K
|
+4,312
|
+2%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$13.7M
|
-$421K
|
-7,832
|
-3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
+$1.92M
|
+35,811
|
+20%
|
|
|
22
|
Edge Advisors
Atlanta,
Georgia
|
$11.9M
|
–
|
–
|
–
|
|
|
23
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$11.8M
|
+$249K
|
+4,627
|
+2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.5M
|
+$631K
|
+11,742
|
+6%
|
|
|
25
|
Equity Investment Corp
Atlanta,
Georgia
|
$10.1M
|
+$5.6M
|
+104,235
|
+133%
|
|
