|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.3B
|
+$202M
|
+2,802,533
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$744M
|
+$51.9M
|
+721,534
|
+7%
|
|
|
3
|
|
$463M
|
-$4.81M
|
-66,893
|
-1%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$358M
|
+$87M
|
+1,209,549
|
+32%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$238M
|
+$238M
|
+3,314,095
|
New
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$180M
|
+$18.5M
|
+257,149
|
+11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$123M
|
+$17.2M
|
+239,185
|
+16%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
+$23.5M
|
+326,075
|
+27%
|
|
|
9
|
SignatureFD
Atlanta,
Georgia
|
$108M
|
+$48.7M
|
+676,963
|
+83%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$106M
|
+$47.9M
|
+666,057
|
+82%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$71.6M
|
-$3.33M
|
-46,327
|
-4%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$67.4M
|
+$11.9M
|
+164,863
|
+21%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$64.5M
|
-$7.44M
|
-103,408
|
-10%
|
|
|
14
|
Sand Hill Global Advisors
Palo Alto,
California
|
$61.5M
|
+$1.13M
|
+15,686
|
+2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$61.5M
|
+$8.65M
|
+120,243
|
+16%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$58.2M
|
+$802K
|
+11,155
|
+1%
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$53.3M
|
+$2.42M
|
+33,712
|
+5%
|
|
|
18
|
Summit Rock Advisors
New York
|
$53.3M
|
–
|
–
|
–
|
|
|
19
|
|
$53M
|
+$963K
|
+13,391
|
+2%
|
|
|
20
|
|
$47.7M
|
-$1.29M
|
-17,907
|
-3%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40.6M
|
+$90.9K
|
+1,264
|
+0.2%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$39.6M
|
-$6.36M
|
-88,495
|
-14%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$37.7M
|
+$7.58M
|
+105,373
|
+25%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.9M
|
+$961K
|
+13,366
|
+3%
|
|
|
25
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$34.8M
|
+$364K
|
+5,059
|
+1%
|
|
