|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.45B
|
+$202M
|
+3,793,427
|
+15%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$467M
|
+$33.7M
|
+634,747
|
+7%
|
|
|
3
|
|
$103M
|
+$54.6M
|
+1,027,661
|
+97%
|
|
|
4
|
Balentine LLC
Atlanta,
Georgia
|
$83.8M
|
-$100M
|
-1,881,262
|
-52%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$83.3M
|
-$3.45M
|
-64,946
|
-4%
|
|
|
6
|
|
$74.6M
|
+$2.61M
|
+49,095
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$71.5M
|
+$33.3M
|
+625,574
|
+75%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$68.2M
|
+$6.88M
|
+129,439
|
+10%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$58M
|
+$2.7M
|
+50,852
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$54.1M
|
+$10.8M
|
+202,602
|
+23%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$42.4M
|
-$2.21M
|
-41,638
|
-5%
|
|
|
12
|
|
$38.5M
|
+$5.28M
|
+99,250
|
+14%
|
|
|
13
|
The Family Firm
Bethesda,
Maryland
|
$37.6M
|
+$40.4K
|
+760
|
+0.3%
|
|
|
14
|
Parametric Portfolio Associates
Seattle,
Washington
|
$30.5M
|
-$94.3M
|
-1,774,209
|
-74%
|
|
|
15
|
Confluence Investment Management
St. Louis,
Missouri
|
$29.2M
|
+$31M
|
+582,174
|
+4,367%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.3M
|
+$20.8M
|
+391,827
|
+379%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.3M
|
+$19.7M
|
+370,574
|
+585%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
+$4.06M
|
+76,359
|
+21%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$20.2M
|
+$1.15M
|
+21,543
|
+6%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$20.1M
|
+$2.23M
|
+41,868
|
+11%
|
|
|
21
|
NWQ Investment Management Company
Los Angeles,
California
|
$18M
|
+$19.5M
|
+366,396
|
New
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$16.2M
|
-$4.93M
|
-92,760
|
-22%
|
|
|
23
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$15.9M
|
-$1.27M
|
-23,937
|
-7%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$15.3M
|
+$1.27M
|
+23,922
|
+8%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15M
|
+$2.09M
|
+39,390
|
+15%
|
|
