|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.34B
|
+$84.4M
|
+1,222,866
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$719M
|
+$7.32M
|
+106,043
|
+0.9%
|
|
|
3
|
|
$479M
|
-$48.9M
|
-708,622
|
-8%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$369M
|
-$33.2M
|
-481,444
|
-8%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$226M
|
-$9.29M
|
-134,559
|
-4%
|
|
|
6
|
|
$222M
|
-$61.7M
|
-893,716
|
-20%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$157M
|
+$605K
|
+8,768
|
+0.4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$126M
|
+$3.83M
|
+55,461
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
+$20.5M
|
+296,691
|
+20%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$98.5M
|
+$46.1M
|
+668,247
|
+74%
|
|
|
11
|
Sand Hill Global Advisors
Palo Alto,
California
|
$96.2M
|
-$2.89M
|
-41,895
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$72.1M
|
+$6.47M
|
+93,722
|
+9%
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$61.8M
|
+$2.57M
|
+37,199
|
+4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$60.8M
|
-$2.38M
|
-34,458
|
-3%
|
|
|
15
|
|
$58.4M
|
+$7.2M
|
+104,257
|
+13%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51.7M
|
+$8.07M
|
+116,902
|
+16%
|
|
|
17
|
Natixis Advisors
Boston,
Massachusetts
|
$48.1M
|
+$23.5M
|
+340,515
|
+80%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$44.5M
|
+$8.33M
|
+120,665
|
+21%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$43.4M
|
+$4.84M
|
+70,106
|
+11%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43.3M
|
+$947K
|
+13,724
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.9M
|
+$3.68M
|
+53,363
|
+9%
|
|
|
22
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$36.3M
|
–
|
–
|
–
|
|
|
23
|
GDS Wealth Management
Flower Mound,
Texas
|
$36.3M
|
+$1.48M
|
+21,473
|
+4%
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$34.5M
|
+$906K
|
+13,130
|
+2%
|
|
|
25
|
Allspring Global Investments
Charlotte,
North Carolina
|
$33.3M
|
+$208K
|
+3,013
|
+0.6%
|
|
