|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.06B
|
+$343M
|
+4,618,120
|
+10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$838M
|
+$30M
|
+404,174
|
+4%
|
|
|
3
|
|
$602M
|
+$51M
|
+687,249
|
+10%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$354M
|
+$20.2M
|
+272,481
|
+6%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$297M
|
+$24.3M
|
+326,977
|
+9%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$187M
|
-$3.92M
|
-52,806
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$120M
|
-$30.3M
|
-408,074
|
-21%
|
|
|
8
|
|
$103M
|
+$53.5M
|
+721,435
|
+115%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$101M
|
-$11.3M
|
-151,716
|
-10%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$73.8M
|
+$1.75M
|
+23,612
|
+3%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$72.3M
|
-$1.83M
|
-24,686
|
-3%
|
|
|
12
|
Sand Hill Global Advisors
Palo Alto,
California
|
$66.8M
|
-$116K
|
-1,561
|
-0.2%
|
|
|
13
|
|
$61.6M
|
+$2.08M
|
+28,049
|
+4%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$57.3M
|
+$2.6M
|
+35,017
|
+5%
|
|
|
15
|
Summit Rock Advisors
New York
|
$56.5M
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$56.4M
|
-$45.6M
|
-615,127
|
-45%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$50.4M
|
+$3.05M
|
+41,127
|
+7%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$45.5M
|
+$1.37M
|
+18,475
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.3M
|
+$1.62M
|
+21,834
|
+4%
|
|
|
20
|
Allspring Global Investments
Charlotte,
North Carolina
|
$43.5M
|
+$42.2M
|
+569,502
|
New
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$42.2M
|
+$2.26M
|
+30,403
|
+6%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$39.6M
|
+$18.6M
|
+251,239
|
+94%
|
|
|
23
|
GDS Wealth Management
Flower Mound,
Texas
|
$39.2M
|
+$38.1M
|
+513,325
|
New
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$38.7M
|
-$1.14M
|
-15,418
|
-3%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.6M
|
+$1.52M
|
+20,514
|
+5%
|
|
