|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.22B
|
+$165M
|
+3,068,344
|
+16%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$445M
|
+$41.5M
|
+770,326
|
+10%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$98.5M
|
+$84.9M
|
+1,575,052
|
+605%
|
|
|
4
|
Alleghany Corporation
New York
|
$78.7M
|
–
|
–
|
–
|
|
|
5
|
Summit Rock Advisors
New York
|
$62.8M
|
+$11.2M
|
+208,467
|
+22%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$62.4M
|
+$8.04M
|
+149,193
|
+15%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$56.2M
|
+$4.42M
|
+82,082
|
+9%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$50.9M
|
-$3.23M
|
-59,925
|
-6%
|
|
|
9
|
|
$47.9M
|
+$1.21M
|
+22,468
|
+3%
|
|
|
10
|
The Family Firm
Bethesda,
Maryland
|
$42.9M
|
-$6.79K
|
-126
|
-0%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.1M
|
+$3.43M
|
+63,556
|
+9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$38.8M
|
+$4.97M
|
+92,243
|
+15%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$25M
|
+$25.1M
|
+465,172
|
New
|
|
|
14
|
Avidian Wealth Enterprises
Houston,
Texas
|
$22.7M
|
+$179K
|
+3,330
|
+0.8%
|
|
|
15
|
William Blair & Company
Chicago,
Illinois
|
$20M
|
+$5.42M
|
+100,478
|
+37%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$18.8M
|
+$837K
|
+15,526
|
+5%
|
|
|
17
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$17.7M
|
+$5.15M
|
+95,582
|
+41%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$17.6M
|
+$12.4M
|
+229,687
|
+232%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$17M
|
-$198K
|
-3,676
|
-1%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$16.3M
|
-$2.16M
|
-40,164
|
-12%
|
|
|
21
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$15.8M
|
+$179K
|
+3,330
|
+1%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$14.4M
|
+$6.04M
|
+112,013
|
+72%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
+$277K
|
+5,145
|
+2%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
+$564K
|
+10,456
|
+5%
|
|
|
25
|
|
$12.8M
|
+$3.36M
|
+62,360
|
+35%
|
|
