|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.98B
|
-$37.6M
|
-510,218
|
-0.9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$853M
|
-$3.76M
|
-51,020
|
-0.4%
|
|
|
3
|
|
$569M
|
+$4.08M
|
+55,376
|
+0.7%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$388M
|
-$2.09M
|
-28,415
|
-0.5%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$279M
|
+$9.77M
|
+132,611
|
+4%
|
|
|
6
|
|
$250M
|
-$41.4M
|
-561,577
|
-14%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$170M
|
+$173K
|
+2,354
|
+0.1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$150M
|
-$19.5M
|
-264,632
|
-12%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$130M
|
+$6.07M
|
+82,367
|
+5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$117M
|
-$4.7M
|
-63,775
|
-4%
|
|
|
11
|
Sand Hill Global Advisors
Palo Alto,
California
|
$110M
|
+$1.69M
|
+22,905
|
+2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$98.5M
|
+$4.5M
|
+61,123
|
+5%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$93.6M
|
+$42.5M
|
+576,880
|
+83%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$83.6M
|
+$3.57M
|
+48,450
|
+4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$81M
|
-$929K
|
-12,610
|
-1%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$74.5M
|
-$701K
|
-9,523
|
-0.9%
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$66.3M
|
+$52.9M
|
+718,386
|
+398%
|
|
|
18
|
|
$64.9M
|
-$2.13M
|
-28,946
|
-3%
|
|
|
19
|
Auto-Owners Insurance
Lansing,
Michigan
|
$59.8M
|
–
|
–
|
–
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$59M
|
+$3.13M
|
+42,453
|
+6%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$57.4M
|
+$1.87M
|
+25,426
|
+3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.3M
|
-$1.52M
|
-20,666
|
-3%
|
|
|
23
|
Venturi Wealth Management
Austin,
Texas
|
$47.7M
|
-$40.7M
|
-552,882
|
-46%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$47.3M
|
-$1.6M
|
-21,679
|
-3%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$46M
|
+$27.7M
|
+375,546
|
+151%
|
|
