|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.66B
|
+$105M
|
+1,790,302
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$571M
|
-$179M
|
-3,059,653
|
-25%
|
|
|
3
|
|
$371M
|
+$62.2M
|
+1,061,823
|
+22%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$223M
|
+$26.9M
|
+459,453
|
+15%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$136M
|
+$8.27M
|
+141,092
|
+7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$85.3M
|
+$6.09M
|
+103,945
|
+8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.7M
|
+$2.83M
|
+48,297
|
+5%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$65.9M
|
-$2.42M
|
-41,358
|
-4%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$65.4M
|
-$8.53M
|
-145,542
|
-12%
|
|
|
10
|
|
$56M
|
+$8.82M
|
+150,624
|
+20%
|
|
|
11
|
Sand Hill Global Advisors
Palo Alto,
California
|
$50.9M
|
+$48M
|
+819,218
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.5M
|
+$2.19M
|
+37,416
|
+5%
|
|
|
13
|
Summit Rock Advisors
New York
|
$45.2M
|
-$57.4M
|
-979,636
|
-57%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$43.2M
|
+$17.5M
|
+298,227
|
+75%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$41.4M
|
+$29.4K
|
+501
|
+0.1%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$40.6M
|
-$762K
|
-13,007
|
-2%
|
|
|
17
|
|
$38.3M
|
+$1.56M
|
+26,654
|
+5%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$33.9M
|
+$4.78M
|
+81,616
|
+18%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33.3M
|
+$2.04M
|
+34,768
|
+7%
|
|
|
20
|
Sandy Spring Bank
Olney,
Maryland
|
$31.5M
|
-$30.9K
|
-527
|
-0.1%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$29.4M
|
+$1.82M
|
+31,062
|
+7%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$27.3M
|
+$727K
|
+12,410
|
+3%
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$26.6M
|
+$1.13M
|
+19,348
|
+5%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$26.2M
|
+$2.1M
|
+35,831
|
+9%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$25M
|
+$185K
|
+3,160
|
+0.8%
|
|
