|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.72B
|
+$93.8M
|
+1,755,682
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$556M
|
+$33.7M
|
+630,789
|
+7%
|
|
|
3
|
|
$134M
|
+$18.6M
|
+348,651
|
+17%
|
|
|
4
|
Balentine LLC
Atlanta,
Georgia
|
$106M
|
+$12M
|
+224,483
|
+13%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$92.6M
|
+$12.4M
|
+232,646
|
+16%
|
|
|
6
|
|
$86M
|
+$2.67M
|
+50,056
|
+3%
|
|
|
7
|
Merit Financial Group
Alpharetta,
Georgia
|
$84.3M
|
+$57.9M
|
+1,083,337
|
New
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83.8M
|
+$7.41M
|
+138,620
|
+10%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$83.8M
|
-$9.75M
|
-182,435
|
-11%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$67.6M
|
+$2.76M
|
+51,558
|
+4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$55.9M
|
-$4.41M
|
-82,433
|
-7%
|
|
|
12
|
|
$50.9M
|
+$7.74M
|
+144,890
|
+18%
|
|
|
13
|
Aspiriant LLC
Los Angeles,
California
|
$49.3M
|
+$1.91M
|
+35,762
|
+4%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$42.4M
|
-$77.3K
|
-1,446
|
-0.6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$41.6M
|
+$17.4M
|
+326,521
|
+76%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.6M
|
+$12.5M
|
+234,325
|
+77%
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$25.5M
|
-$8.3M
|
-155,405
|
-25%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$25M
|
+$13.3M
|
+248,830
|
+120%
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.6M
|
+$5.37M
|
+100,411
|
+30%
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$23.1M
|
+$490K
|
+9,162
|
+2%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.8M
|
-$4.23M
|
-79,234
|
-16%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$20M
|
-$2.29M
|
-42,865
|
-11%
|
|
|
23
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$17.8M
|
+$35.6K
|
+667
|
+0.2%
|
|
|
24
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$17.3M
|
+$3.12M
|
+58,349
|
+23%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$16.4M
|
-$667K
|
-12,483
|
-4%
|
|
