|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.18B
|
+$50.6M
|
+644,102
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$862M
|
+$12.8M
|
+163,316
|
+1%
|
|
|
3
|
|
$579M
|
-$10.6M
|
-134,816
|
-2%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$404M
|
-$14.6M
|
-185,717
|
-3%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$300M
|
+$7.45M
|
+94,899
|
+2%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$178M
|
+$23.4M
|
+298,121
|
+14%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$173M
|
+$3.07M
|
+39,080
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$148M
|
-$1.46M
|
-18,539
|
-0.9%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$133M
|
-$348K
|
-4,432
|
-0.2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$102M
|
+$128K
|
+1,633
|
+0.1%
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$90.7M
|
-$314K
|
-3,999
|
-0.3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$82.4M
|
+$4.17M
|
+53,083
|
+5%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$80.6M
|
+$25.3M
|
+322,496
|
+43%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$75.8M
|
-$69.4K
|
-884
|
-0.1%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70.2M
|
-$5.8M
|
-73,906
|
-7%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$67.3M
|
-$1.38M
|
-17,541
|
-2%
|
|
|
17
|
Auto-Owners Insurance
Lansing,
Michigan
|
$64.4M
|
–
|
–
|
–
|
|
|
18
|
Venturi Wealth Management
Austin,
Texas
|
$61.7M
|
+$22.5M
|
+287,294
|
+53%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60.2M
|
+$4.44M
|
+56,523
|
+8%
|
|
|
20
|
|
$59.7M
|
+$2.34M
|
+29,815
|
+4%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$51.1M
|
+$6.89M
|
+87,811
|
+15%
|
|
|
22
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$51M
|
+$1.26M
|
+15,992
|
+2%
|
|
|
23
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$45M
|
-$452K
|
-5,763
|
-0.9%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.9M
|
+$6.54M
|
+83,325
|
+17%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40.5M
|
+$1.45M
|
+18,435
|
+4%
|
|
