|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.91B
|
+$171M
|
+2,192,399
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.03B
|
+$48.3M
|
+620,117
|
+5%
|
|
|
3
|
|
$675M
|
+$19.5M
|
+250,156
|
+3%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$361M
|
-$25.7M
|
-330,103
|
-6%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$356M
|
+$15.3M
|
+196,239
|
+5%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$230M
|
+$26.9M
|
+345,707
|
+14%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$205M
|
+$8.17M
|
+104,918
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$165M
|
-$2.18M
|
-27,971
|
-1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$156M
|
+$5.89M
|
+75,649
|
+4%
|
|
|
10
|
|
$140M
|
+$92.5M
|
+1,187,980
|
+249%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$117M
|
+$1.43M
|
+18,419
|
+1%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$96.6M
|
+$5.06M
|
+65,018
|
+6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$90.5M
|
-$2.43M
|
-31,193
|
-3%
|
|
|
14
|
William Blair & Company
Chicago,
Illinois
|
$89.4M
|
+$3.42M
|
+43,920
|
+4%
|
|
|
15
|
|
$84.3M
|
+$15.6M
|
+199,686
|
+25%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$82.5M
|
+$5.98M
|
+76,806
|
+9%
|
|
|
17
|
Auto-Owners Insurance
Lansing,
Michigan
|
$72.8M
|
–
|
–
|
–
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$71.4M
|
-$7.29M
|
-93,570
|
-10%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70M
|
+$1.78M
|
+22,805
|
+3%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$60.8M
|
+$2.98M
|
+38,318
|
+6%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$59M
|
+$47.4M
|
+609,238
|
+675%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$58.5M
|
+$13.1M
|
+168,249
|
+32%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$54M
|
-$3.43M
|
-44,028
|
-6%
|
|
|
24
|
Venturi Wealth Management
Austin,
Texas
|
$53.8M
|
-$14.6M
|
-187,995
|
-23%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$50.4M
|
+$10.9M
|
+139,651
|
+31%
|
|
