|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.43B
|
+$153M
|
+1,781,651
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.11B
|
+$10.4M
|
+121,380
|
+1%
|
|
|
3
|
|
$735M
|
+$10.1M
|
+117,211
|
+1%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$420M
|
-$16.9M
|
-196,489
|
-4%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$384M
|
+$2.13M
|
+24,734
|
+0.6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$347M
|
+$171M
|
+1,985,216
|
+107%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$278M
|
+$29.4M
|
+341,959
|
+13%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$249M
|
+$28.3M
|
+328,238
|
+14%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$204M
|
+$201M
|
+2,340,600
|
+97,851%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$150M
|
-$26.1M
|
-303,440
|
-15%
|
|
|
11
|
|
$148M
|
-$2.21M
|
-25,630
|
-2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$129M
|
+$3.83M
|
+44,517
|
+3%
|
|
|
13
|
|
$113M
|
+$100M
|
+1,166,520
|
+1,404%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$107M
|
+$9.52M
|
+110,610
|
+10%
|
|
|
15
|
William Blair & Company
Chicago,
Illinois
|
$106M
|
+$9.22M
|
+107,134
|
+10%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$88.4M
|
-$48.2K
|
-560
|
-0.1%
|
|
|
17
|
Auto-Owners Insurance
Lansing,
Michigan
|
$78.2M
|
–
|
–
|
–
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$72.9M
|
-$3.5M
|
-40,646
|
-5%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$72.6M
|
-$2.38M
|
-27,598
|
-3%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$69.6M
|
+$4.16M
|
+48,391
|
+7%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$67.6M
|
+$4.66M
|
+54,091
|
+8%
|
|
|
22
|
|
$67M
|
-$22.2M
|
-258,136
|
-26%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$66.4M
|
+$2.95M
|
+34,294
|
+5%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$64.2M
|
+$5.95M
|
+69,122
|
+11%
|
|
|
25
|
Venturi Wealth Management
Austin,
Texas
|
$57.2M
|
-$495K
|
-5,749
|
-0.9%
|
|
