|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.58B
|
+$288M
|
+3,271,980
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.14B
|
+$56.2M
|
+637,572
|
+5%
|
|
|
3
|
|
$756M
|
+$40.2M
|
+455,977
|
+6%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$416M
|
-$2.95M
|
-33,482
|
-0.7%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$376M
|
+$2.47M
|
+28,060
|
+0.7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$365M
|
+$26.3M
|
+298,653
|
+8%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$309M
|
+$38.1M
|
+431,814
|
+14%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$252M
|
+$9.28M
|
+105,292
|
+4%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$229M
|
+$22.9M
|
+259,910
|
+11%
|
|
|
10
|
|
$145M
|
+$363K
|
+4,122
|
+0.3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$144M
|
-$1.69M
|
-19,206
|
-1%
|
|
|
12
|
Kestra Investment Management
Austin,
Texas
|
$134M
|
+$134M
|
+1,515,349
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$126M
|
+$232K
|
+2,637
|
+0.2%
|
|
|
14
|
|
$120M
|
+$10M
|
+113,534
|
+9%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$107M
|
+$3.04M
|
+34,476
|
+3%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$103M
|
+$321K
|
+3,637
|
+0.3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87.4M
|
+$16.7M
|
+188,938
|
+24%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$86M
|
-$168K
|
-1,911
|
-0.2%
|
|
|
19
|
Auto-Owners Insurance
Lansing,
Michigan
|
$76M
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$69M
|
+$3.1M
|
+35,208
|
+5%
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$68.2M
|
+$319K
|
+3,616
|
+0.5%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$67.5M
|
+$34.6M
|
+392,642
|
+105%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$64.3M
|
-$262K
|
-2,968
|
-0.4%
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$64M
|
-$7.07M
|
-80,262
|
-10%
|
|
|
25
|
|
$62.4M
|
-$2.92M
|
-33,142
|
-4%
|
|
