|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.55B
|
+$321M
|
+3,168,089
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.68B
|
+$57.8M
|
+569,611
|
+4%
|
|
|
3
|
|
$997M
|
+$64.9M
|
+639,948
|
+7%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$658M
|
+$29.1M
|
+287,263
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$609M
|
+$13.1M
|
+128,734
|
+2%
|
|
|
6
|
SignatureFD
Atlanta,
Georgia
|
$469M
|
+$8.58M
|
+84,650
|
+2%
|
|
|
7
|
Blue Trust Inc
Alpharetta,
Georgia
|
$455M
|
-$56.4M
|
-555,788
|
-11%
|
|
|
8
|
Kestra Investment Management
Austin,
Texas
|
$387M
|
+$40.7M
|
+401,238
|
+12%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$367M
|
-$1.84M
|
-18,144
|
-0.5%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$266M
|
+$25.5M
|
+251,417
|
+11%
|
|
|
11
|
|
$238M
|
+$6.26M
|
+61,722
|
+3%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$176M
|
+$21.2M
|
+209,495
|
+14%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$165M
|
+$2.52M
|
+24,843
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$152M
|
+$1.72M
|
+16,936
|
+1%
|
|
|
15
|
Auto-Owners Insurance
Lansing,
Michigan
|
$139M
|
+$49.7M
|
+490,000
|
+57%
|
|
|
16
|
Venturi Wealth Management
Austin,
Texas
|
$133M
|
+$108M
|
+1,063,672
|
+455%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$125M
|
+$40.7M
|
+400,936
|
+49%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$122M
|
-$6.66M
|
-65,665
|
-5%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$119M
|
-$11.7M
|
-115,281
|
-9%
|
|
|
20
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$118M
|
+$7.45M
|
+73,509
|
+7%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$112M
|
+$2.06M
|
+20,326
|
+2%
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$112M
|
+$5.24M
|
+51,657
|
+5%
|
|
|
23
|
Foster Group
West Des Moines,
Iowa
|
$111M
|
+$4.2M
|
+41,431
|
+4%
|
|
|
24
|
Natixis Advisors
Boston,
Massachusetts
|
$91M
|
+$7.68M
|
+75,774
|
+9%
|
|
|
25
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$88.6M
|
+$2.7M
|
+26,607
|
+3%
|
|
