|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.66B
|
+$57M
|
+607,522
|
+0.8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.33B
|
+$57.5M
|
+612,628
|
+4%
|
|
|
3
|
|
$847M
|
-$6.97M
|
-74,300
|
-0.8%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$442M
|
+$49.2M
|
+524,480
|
+12%
|
|
|
5
|
Blue Trust Inc
Alpharetta,
Georgia
|
$441M
|
+$11.9M
|
+126,649
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$424M
|
+$17.7M
|
+188,313
|
+4%
|
|
|
7
|
SignatureFD
Atlanta,
Georgia
|
$412M
|
+$16.3M
|
+173,459
|
+4%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$326M
|
+$24.5M
|
+261,121
|
+8%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$255M
|
+$17M
|
+181,161
|
+7%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$222M
|
+$56.9M
|
+606,410
|
+34%
|
|
|
11
|
|
$187M
|
+$4.98M
|
+53,089
|
+3%
|
|
|
12
|
Churchill Management
Los Angeles,
California
|
$173M
|
+$176M
|
+1,877,261
|
New
|
|
|
13
|
|
$151M
|
+$5.02M
|
+53,475
|
+3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$149M
|
-$2.13M
|
-22,667
|
-1%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$149M
|
+$7.63M
|
+81,322
|
+5%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$131M
|
+$259K
|
+2,763
|
+0.2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$122M
|
+$423K
|
+4,511
|
+0.3%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$120M
|
+$15.8M
|
+168,285
|
+15%
|
|
|
19
|
Venturi Wealth Management
Austin,
Texas
|
$112M
|
+$48.7M
|
+519,136
|
+75%
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$105M
|
+$5.49M
|
+58,511
|
+5%
|
|
|
21
|
Modera Wealth Management
Westwood,
New Jersey
|
$93.5M
|
+$2.48M
|
+26,437
|
+3%
|
|
|
22
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$89.7M
|
+$8.52M
|
+90,754
|
+10%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$74.1M
|
+$45.9M
|
+488,733
|
+156%
|
|
|
24
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$73.9M
|
+$7.5M
|
+79,964
|
+11%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63.4M
|
-$863K
|
-9,196
|
-1%
|
|
