|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.34B
|
+$108M
|
+1,452,186
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$892M
|
-$12.3M
|
-164,106
|
-1%
|
|
|
3
|
|
$618M
|
+$13M
|
+174,255
|
+2%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$395M
|
-$11.2M
|
-149,556
|
-3%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$307M
|
+$11.1M
|
+148,536
|
+4%
|
|
|
6
|
|
$251M
|
-$12.8M
|
-171,481
|
-5%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$179M
|
-$1.64M
|
-21,930
|
-1%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$163M
|
+$24M
|
+321,821
|
+18%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$157M
|
-$1.66M
|
-22,226
|
-1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$139M
|
+$15M
|
+200,804
|
+13%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$107M
|
+$2.42M
|
+32,362
|
+2%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$95.4M
|
-$3.7M
|
-49,548
|
-4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$82.3M
|
-$3.47M
|
-46,491
|
-4%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$79.6M
|
+$571K
|
+7,644
|
+0.8%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$79.4M
|
-$8.89M
|
-119,021
|
-11%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$71.9M
|
+$1.48M
|
+19,798
|
+2%
|
|
|
17
|
Auto-Owners Insurance
Lansing,
Michigan
|
$67.5M
|
–
|
–
|
–
|
|
|
18
|
|
$60.2M
|
-$8.21M
|
-109,938
|
-12%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$59.3M
|
-$3.17M
|
-42,499
|
-5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58.8M
|
+$2.09M
|
+28,029
|
+4%
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$52.2M
|
+$9.71M
|
+130,045
|
+24%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$51.5M
|
+$2.52M
|
+33,778
|
+5%
|
|
|
23
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$47.7M
|
-$160K
|
-2,145
|
-0.4%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$46.7M
|
-$13.5M
|
-181,091
|
-23%
|
|
|
25
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$45.4M
|
–
|
–
|
–
|
|
