|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.26B
|
+$211M
|
+2,289,914
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.27B
|
+$38.4M
|
+417,635
|
+3%
|
|
|
3
|
|
$825M
|
+$5.09M
|
+55,359
|
+0.6%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$433M
|
+$28.5M
|
+309,675
|
+7%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$411M
|
+$3.45M
|
+37,546
|
+0.9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$402M
|
+$6.37M
|
+69,300
|
+2%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$370M
|
+$35M
|
+380,220
|
+11%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$274M
|
+$874K
|
+9,507
|
+0.3%
|
|
|
9
|
Merit Financial Group
Alpharetta,
Georgia
|
$226M
|
-$21.7M
|
-236,304
|
-9%
|
|
|
10
|
Kestra Investment Management
Austin,
Texas
|
$222M
|
+$74.1M
|
+806,039
|
+53%
|
|
|
11
|
|
$178M
|
+$20.1M
|
+219,149
|
+13%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$155M
|
-$935K
|
-10,170
|
-0.6%
|
|
|
13
|
|
$140M
|
+$9.62M
|
+104,634
|
+8%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$139M
|
+$2.06M
|
+22,368
|
+2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$118M
|
+$1.39M
|
+15,112
|
+1%
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$111M
|
-$1.13M
|
-12,245
|
-1%
|
|
|
17
|
Venturi Wealth Management
Austin,
Texas
|
$98.9M
|
+$34.7M
|
+377,456
|
+57%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98.7M
|
+$3.9M
|
+42,424
|
+4%
|
|
|
19
|
Modera Wealth Management
Westwood,
New Jersey
|
$93.2M
|
+$50.1K
|
+545
|
+0.1%
|
|
|
20
|
Auto-Owners Insurance
Lansing,
Michigan
|
$82.4M
|
–
|
–
|
–
|
|
|
21
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$79.7M
|
+$76M
|
+826,482
|
+10,714%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$77.6M
|
+$7.57M
|
+82,327
|
+11%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$76.6M
|
+$1.78M
|
+19,313
|
+2%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$73M
|
+$11.4M
|
+123,805
|
+19%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$67M
|
-$2.26M
|
-24,614
|
-3%
|
|
