|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.53B
|
-$2.82M
|
-26,908
|
-0%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.76B
|
+$85.9M
|
+819,093
|
+5%
|
|
|
3
|
|
$1.01B
|
+$14.6M
|
+138,830
|
+1%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$768M
|
+$129M
|
+1,234,205
|
+19%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$733M
|
+$129M
|
+1,227,412
|
+21%
|
|
|
6
|
SignatureFD
Atlanta,
Georgia
|
$475M
|
+$7.19M
|
+68,523
|
+1%
|
|
|
7
|
Blue Trust Inc
Alpharetta,
Georgia
|
$437M
|
-$17M
|
-162,284
|
-4%
|
|
|
8
|
Kestra Investment Management
Austin,
Texas
|
$398M
|
+$12.7M
|
+121,202
|
+3%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$377M
|
+$10.6M
|
+100,859
|
+3%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$285M
|
+$20.3M
|
+193,997
|
+7%
|
|
|
11
|
|
$209M
|
-$25.4M
|
-242,687
|
-10%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$168M
|
-$8.42M
|
-80,325
|
-5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$164M
|
-$1.35M
|
-12,880
|
-0.8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$154M
|
+$3.13M
|
+29,887
|
+2%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$147M
|
+$23M
|
+218,862
|
+18%
|
|
|
16
|
Auto-Owners Insurance
Lansing,
Michigan
|
$139M
|
–
|
–
|
–
|
|
|
17
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$134M
|
+$17.3M
|
+164,901
|
+14%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$121M
|
-$672K
|
-6,411
|
-0.5%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$121M
|
+$9.36M
|
+89,221
|
+8%
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$119M
|
+$7.55M
|
+71,953
|
+7%
|
|
|
21
|
Foster Group
West Des Moines,
Iowa
|
$114M
|
+$3.29M
|
+31,352
|
+3%
|
|
|
22
|
Natixis Advisors
Boston,
Massachusetts
|
$105M
|
+$14.5M
|
+137,806
|
+16%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$83.3M
|
+$3.67M
|
+35,001
|
+4%
|
|
|
24
|
Canandaigua National Corp
Canandaigua,
New York
|
$82.9M
|
+$85M
|
+810,696
|
New
|
|
|
25
|
Venturi Wealth Management
Austin,
Texas
|
$81M
|
-$53M
|
-505,355
|
-39%
|
|
