|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.85B
|
+$82.8M
|
+1,190,529
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$820M
|
+$9.09M
|
+130,661
|
+1%
|
|
|
3
|
|
$541M
|
+$628K
|
+9,027
|
+0.1%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$346M
|
+$1.16M
|
+16,657
|
+0.3%
|
|
|
5
|
|
$279M
|
+$28.3M
|
+407,096
|
+12%
|
|
|
6
|
SignatureFD
Atlanta,
Georgia
|
$257M
|
+$2.83M
|
+40,652
|
+1%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$163M
|
-$14M
|
-202,021
|
-8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$162M
|
+$19.9M
|
+286,197
|
+14%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$119M
|
+$7.54M
|
+108,376
|
+7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$116M
|
-$7.61M
|
-109,512
|
-6%
|
|
|
11
|
Sand Hill Global Advisors
Palo Alto,
California
|
$104M
|
-$4.81M
|
-69,221
|
-5%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$90M
|
+$8.54M
|
+122,751
|
+11%
|
|
|
13
|
Venturi Wealth Management
Austin,
Texas
|
$84.7M
|
+$83.4M
|
+1,199,228
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$78.4M
|
+$9.67M
|
+139,037
|
+14%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$76.6M
|
+$18M
|
+258,658
|
+31%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$72M
|
+$2.24M
|
+32,277
|
+3%
|
|
|
17
|
|
$64.2M
|
-$1.71M
|
-24,612
|
-3%
|
|
|
18
|
Auto-Owners Insurance
Lansing,
Michigan
|
$61M
|
+$60.1M
|
+864,000
|
New
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$56.5M
|
+$4.32M
|
+62,075
|
+9%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$53.1M
|
+$19.9M
|
+285,922
|
+61%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52.5M
|
+$6.31M
|
+90,704
|
+14%
|
|
|
22
|
Trek Financial
Scottsdale,
Arizona
|
$50M
|
+$49.2M
|
+708,027
|
New
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$48.8M
|
-$133K
|
-1,912
|
-0.3%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$46.8M
|
+$15.6M
|
+224,505
|
+51%
|
|
|
25
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$44M
|
+$12.5M
|
+179,485
|
+42%
|
|
