|
1
|
Bank of America
Charlotte,
North Carolina
|
$365M
|
-$7.51M
|
-149,506
|
-2%
|
|
|
2
|
|
$359M
|
-$30.5M
|
-606,468
|
-8%
|
|
|
3
|
|
$140M
|
-$79.9K
|
-1,591
|
-0.1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$100M
|
+$5.25M
|
+104,478
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$97.9M
|
+$7.76M
|
+154,452
|
+9%
|
|
|
6
|
Franklin Resources
San Mateo,
California
|
$85.2M
|
+$626K
|
+12,467
|
+0.8%
|
|
|
7
|
|
$68.2M
|
+$1.08M
|
+21,413
|
+2%
|
|
|
8
|
Accredited Investors
Edina,
Minnesota
|
$52M
|
+$16M
|
+317,656
|
+46%
|
|
|
9
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$42.4M
|
+$17.5M
|
+347,529
|
+73%
|
|
|
10
|
Wharton Business Group
Malvern,
Pennsylvania
|
$36.4M
|
+$19.4M
|
+385,175
|
+121%
|
|
|
11
|
|
$36M
|
-$43.9M
|
-873,816
|
-56%
|
|
|
12
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$33.6M
|
+$3.81M
|
+75,783
|
+13%
|
|
|
13
|
Progeny 3 Inc
Kirkland,
Washington
|
$31.9M
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29.7M
|
-$3.54M
|
-70,357
|
-11%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.2M
|
+$3.38M
|
+67,180
|
+13%
|
|
|
16
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$27.2M
|
-$1.92M
|
-38,172
|
-7%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26.6M
|
+$7.86M
|
+156,455
|
+44%
|
|
|
18
|
Evercore Wealth Management
New York
|
$26.3M
|
-$39.5M
|
-785,334
|
-61%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$24.1M
|
+$2.7M
|
+53,801
|
+13%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$23.9M
|
-$5.71M
|
-113,598
|
-20%
|
|
|
21
|
BOK Financial Private Wealth
Denver,
Colorado
|
$23.6M
|
+$2.51M
|
+49,963
|
+12%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.8M
|
-$5.65M
|
-112,355
|
-21%
|
|
|
23
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$20.2M
|
+$774K
|
+15,408
|
+4%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20.1M
|
-$11.5M
|
-228,324
|
-37%
|
|
|
25
|
Tompkins Financial
Ithaca,
New York
|
$18.1M
|
+$1.6M
|
+31,845
|
+10%
|
|
