|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.02B
|
+$568M
|
+5,830,890
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.58B
|
+$63M
|
+647,586
|
+4%
|
|
|
3
|
|
$908M
|
+$6.28M
|
+64,520
|
+0.7%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$610M
|
+$42.1M
|
+432,247
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$581M
|
+$54.2M
|
+556,434
|
+11%
|
|
|
6
|
Blue Trust Inc
Alpharetta,
Georgia
|
$499M
|
+$13.4M
|
+137,450
|
+3%
|
|
|
7
|
SignatureFD
Atlanta,
Georgia
|
$449M
|
+$510K
|
+5,244
|
+0.1%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$360M
|
+$2.35M
|
+24,162
|
+0.7%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$337M
|
+$32.5M
|
+334,087
|
+11%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$234M
|
+$5.35M
|
+55,005
|
+2%
|
|
|
11
|
|
$226M
|
+$18.3M
|
+188,234
|
+9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$159M
|
-$1.91M
|
-19,616
|
-1%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$151M
|
+$548K
|
+5,628
|
+0.4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$146M
|
+$8.38M
|
+86,036
|
+6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$128M
|
-$11M
|
-113,043
|
-8%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$126M
|
-$157K
|
-1,611
|
-0.1%
|
|
|
17
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$107M
|
+$5.99M
|
+61,579
|
+6%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$107M
|
-$5.77M
|
-59,254
|
-5%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$104M
|
-$691K
|
-7,098
|
-0.7%
|
|
|
20
|
Foster Group
West Des Moines,
Iowa
|
$104M
|
+$101M
|
+1,039,409
|
New
|
|
|
21
|
Auto-Owners Insurance
Lansing,
Michigan
|
$86.1M
|
–
|
–
|
–
|
|
|
22
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$83.7M
|
+$1.77M
|
+18,233
|
+2%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$82.4M
|
+$33.6M
|
+345,410
|
+72%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$81.8M
|
+$23.7M
|
+243,162
|
+42%
|
|
|
25
|
Natixis Advisors
Boston,
Massachusetts
|
$81.1M
|
+$8.95M
|
+91,908
|
+13%
|
|
