|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.63B
|
+$578M
|
+6,014,153
|
+9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.28B
|
+$45.1M
|
+469,411
|
+4%
|
|
|
3
|
|
$857M
|
+$59.6M
|
+619,482
|
+7%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$431M
|
-$25M
|
-260,168
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$408M
|
+$19.7M
|
+204,365
|
+5%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$399M
|
+$40.7M
|
+422,706
|
+11%
|
|
|
7
|
SignatureFD
Atlanta,
Georgia
|
$397M
|
-$2.05M
|
-21,345
|
-0.5%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$302M
|
+$38.1M
|
+396,158
|
+14%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$239M
|
+$25.5M
|
+265,001
|
+11%
|
|
|
10
|
|
$183M
|
+$11M
|
+114,337
|
+6%
|
|
|
11
|
Merit Financial Group
Alpharetta,
Georgia
|
$167M
|
-$54.2M
|
-563,545
|
-24%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$152M
|
+$1.63M
|
+16,953
|
+1%
|
|
|
13
|
|
$147M
|
+$11.4M
|
+118,506
|
+8%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$142M
|
+$7.39M
|
+76,846
|
+5%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$131M
|
+$136M
|
+1,413,157
|
New
|
|
|
16
|
Auto-Owners Insurance
Lansing,
Michigan
|
$125M
|
+$47.1M
|
+490,000
|
+57%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$122M
|
+$7.74M
|
+80,483
|
+7%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$105M
|
+$9.41M
|
+97,865
|
+9%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$100M
|
-$7.61M
|
-79,074
|
-7%
|
|
|
20
|
Modera Wealth Management
Westwood,
New Jersey
|
$91.4M
|
+$1.02M
|
+10,642
|
+1%
|
|
|
21
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$81.6M
|
+$4.53M
|
+47,141
|
+6%
|
|
|
22
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$66.7M
|
+$2.15M
|
+22,333
|
+3%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$64.4M
|
-$496K
|
-5,157
|
-0.7%
|
|
|
24
|
Venturi Wealth Management
Austin,
Texas
|
$64.4M
|
-$32.8M
|
-340,809
|
-33%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$62.2M
|
-$8.92M
|
-92,757
|
-12%
|
|
