|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.04B
|
+$198M
|
+2,194,422
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.44B
|
+$68.2M
|
+755,216
|
+5%
|
|
|
3
|
|
$853M
|
-$14.8M
|
-163,699
|
-2%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$537M
|
+$78.2M
|
+866,690
|
+18%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$497M
|
+$58.9M
|
+653,023
|
+14%
|
|
|
6
|
Blue Trust Inc
Alpharetta,
Georgia
|
$460M
|
+$6.77M
|
+75,058
|
+2%
|
|
|
7
|
SignatureFD
Atlanta,
Georgia
|
$424M
|
+$2.11M
|
+23,385
|
+0.5%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$338M
|
+$4.42M
|
+48,993
|
+1%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$287M
|
+$24.3M
|
+269,294
|
+10%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$217M
|
-$10.9M
|
-120,976
|
-5%
|
|
|
11
|
|
$196M
|
+$3.83M
|
+42,405
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$152M
|
-$1.14M
|
-12,656
|
-0.8%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$142M
|
+$8.07M
|
+89,419
|
+6%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$132M
|
-$20.3M
|
-224,883
|
-14%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$130M
|
+$6.82M
|
+75,560
|
+6%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$119M
|
+$22.4M
|
+247,850
|
+24%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$107M
|
-$16.7M
|
-184,858
|
-14%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$99.3M
|
-$8.01M
|
-88,757
|
-8%
|
|
|
19
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$95.9M
|
+$3.69M
|
+40,926
|
+4%
|
|
|
20
|
Auto-Owners Insurance
Lansing,
Michigan
|
$81.8M
|
+$31.6M
|
+350,200
|
+68%
|
|
|
21
|
|
$81.7M
|
-$70M
|
-776,074
|
-47%
|
|
|
22
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$77.5M
|
+$1.65M
|
+18,330
|
+2%
|
|
|
23
|
Principal Securities
Des Moines,
Iowa
|
$69.4M
|
+$35.7M
|
+396,094
|
+118%
|
|
|
24
|
Natixis Advisors
Boston,
Massachusetts
|
$68.1M
|
+$8.17M
|
+90,567
|
+14%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63.9M
|
-$1.01M
|
-11,140
|
-2%
|
|
