|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.94B
|
-$88.8M
|
-1,184,266
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$872M
|
+$38M
|
+506,643
|
+5%
|
|
|
3
|
|
$624M
|
+$25.1M
|
+335,224
|
+4%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$420M
|
+$43.9M
|
+586,288
|
+12%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$292M
|
-$3.19M
|
-42,532
|
-1%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$189M
|
+$3.58M
|
+47,823
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$140M
|
+$20.3M
|
+271,137
|
+17%
|
|
|
8
|
Sand Hill Global Advisors
Palo Alto,
California
|
$120M
|
+$53.2M
|
+709,548
|
+81%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
+$10.7M
|
+142,170
|
+11%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$73.4M
|
+$52.5K
|
+700
|
+0.1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$73M
|
+$16.8M
|
+223,511
|
+30%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$69.5M
|
-$2.61M
|
-34,835
|
-4%
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$68.9M
|
+$11.9M
|
+158,115
|
+21%
|
|
|
14
|
|
$65.2M
|
+$3.9M
|
+52,008
|
+6%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$52.7M
|
+$2.61M
|
+34,781
|
+5%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49.6M
|
+$4.35M
|
+58,075
|
+10%
|
|
|
17
|
|
$46.2M
|
+$45.6M
|
+608,938
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.5M
|
+$516K
|
+6,878
|
+1%
|
|
|
19
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$44M
|
+$43.5M
|
+580,217
|
New
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$43.8M
|
+$1.87M
|
+24,990
|
+5%
|
|
|
21
|
|
$41.4M
|
-$60.3M
|
-804,755
|
-60%
|
|
|
22
|
Allspring Global Investments
Charlotte,
North Carolina
|
$40.6M
|
-$2.56M
|
-34,163
|
-6%
|
|
|
23
|
GDS Wealth Management
Flower Mound,
Texas
|
$40.3M
|
+$1.49M
|
+19,891
|
+4%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$37.8M
|
-$700K
|
-9,337
|
-2%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.5M
|
+$4.96M
|
+66,209
|
+16%
|
|
