|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.48B
|
+$7.72M
|
+107,437
|
+0.2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$760M
|
-$8.54M
|
-118,927
|
-1%
|
|
|
3
|
|
$559M
|
+$10.2M
|
+141,671
|
+2%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$455M
|
+$431M
|
+5,993,681
|
New
|
|
|
5
|
|
$296M
|
+$279M
|
+3,887,060
|
+713%
|
|
|
6
|
SignatureFD
Atlanta,
Georgia
|
$250M
|
-$7.44M
|
-103,570
|
-3%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$167M
|
+$15.4K
|
+214
|
+0%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$130M
|
+$7.45M
|
+103,765
|
+6%
|
|
|
9
|
Sand Hill Global Advisors
Palo Alto,
California
|
$106M
|
-$401K
|
-5,578
|
-0.4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.5M
|
-$288K
|
-4,012
|
-0.3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$70.7M
|
+$6.4M
|
+89,173
|
+9%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$67.3M
|
+$3.12M
|
+43,414
|
+5%
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$63.5M
|
+$2.95M
|
+41,005
|
+5%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$61.7M
|
-$435K
|
-6,057
|
-0.7%
|
|
|
15
|
|
$55.4M
|
-$2.15M
|
-29,936
|
-3%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$47.4M
|
+$25.5M
|
+354,861
|
+100%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$45.3M
|
+$1.66M
|
+23,145
|
+4%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$41.7M
|
-$5.13M
|
-71,395
|
-10%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.1M
|
+$879K
|
+12,237
|
+2%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$38.9M
|
+$5.88M
|
+81,811
|
+17%
|
|
|
21
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$38.8M
|
–
|
–
|
–
|
|
|
22
|
GDS Wealth Management
Flower Mound,
Texas
|
$37.3M
|
+$1.79M
|
+24,910
|
+5%
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$35.9M
|
-$2.89M
|
-40,196
|
-7%
|
|
|
24
|
Allspring Global Investments
Charlotte,
North Carolina
|
$35.4M
|
-$426K
|
-5,933
|
-1%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$32.4M
|
-$923K
|
-12,848
|
-3%
|
|
