|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.83B
|
+$59.3M
|
+1,065,244
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$603M
|
+$28M
|
+502,722
|
+5%
|
|
|
3
|
|
$155M
|
+$16.1M
|
+289,766
|
+12%
|
|
|
4
|
Balentine LLC
Atlanta,
Georgia
|
$146M
|
+$36.3M
|
+652,532
|
+34%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
+$12.2M
|
+218,981
|
+13%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$93.4M
|
+$6.7M
|
+120,251
|
+8%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$75.2M
|
-$11.1M
|
-200,141
|
-13%
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$71.8M
|
+$1.94M
|
+34,742
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$63.8M
|
+$5.9M
|
+105,837
|
+10%
|
|
|
10
|
|
$60M
|
-$28.4M
|
-510,314
|
-33%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$52.1M
|
+$1.1M
|
+19,783
|
+2%
|
|
|
12
|
The Family Firm
Bethesda,
Maryland
|
$43.6M
|
-$71.6K
|
-1,285
|
-0.5%
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$39.7M
|
+$13.1M
|
+235,354
|
+51%
|
|
|
14
|
Avidian Wealth Enterprises
Houston,
Texas
|
$39M
|
+$14.4M
|
+257,988
|
+60%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.4M
|
+$5.65M
|
+101,445
|
+19%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$35.3M
|
-$7.53M
|
-135,267
|
-18%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.8M
|
+$3.2M
|
+57,410
|
+14%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$25.8M
|
+$1.87M
|
+33,594
|
+8%
|
|
|
19
|
|
$23.3M
|
-$28.8M
|
-517,349
|
-56%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$20.5M
|
-$204K
|
-3,667
|
-1%
|
|
|
21
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$19.8M
|
+$1.92M
|
+34,411
|
+11%
|
|
|
22
|
Sandy Spring Bank
Olney,
Maryland
|
$19.1M
|
+$3.16M
|
+56,695
|
+20%
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$18.8M
|
+$18.5M
|
+332,173
|
New
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$18M
|
+$1.04M
|
+18,607
|
+6%
|
|
|
25
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$16M
|
-$274K
|
-4,916
|
-2%
|
|
