|
1
|
Wells Fargo
San Francisco,
California
|
$372M
|
+$115M
|
+2,980,085
|
+46%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$263M
|
+$25.7M
|
+663,225
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$101M
|
+$21.3M
|
+549,227
|
+27%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82.9M
|
+$3.79M
|
+98,024
|
+5%
|
|
|
5
|
Homrich & Berg
Atlanta,
Georgia
|
$60.7M
|
+$3.07M
|
+79,310
|
+5%
|
|
|
6
|
Diversified Trust
Memphis,
Tennessee
|
$49.4M
|
+$8.02M
|
+207,194
|
+20%
|
|
|
7
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$28.4M
|
+$2.82M
|
+72,937
|
+11%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$22.6M
|
+$17.2M
|
+443,840
|
+341%
|
|
|
9
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$15.1M
|
+$14.8M
|
+383,047
|
New
|
|
|
10
|
Capital One National Association
New York
|
$15.1M
|
+$2.08M
|
+53,796
|
+16%
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$14.2M
|
+$5.13M
|
+132,461
|
+58%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
+$395K
|
+10,199
|
+3%
|
|
|
13
|
Permanens Capital
New York
|
$11.1M
|
+$10.9M
|
+282,000
|
New
|
|
|
14
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$10.9M
|
+$79.6K
|
+2,055
|
+0.7%
|
|
|
15
|
Mosaic Financial Partners
San Francisco,
California
|
$10.4M
|
+$589K
|
+15,209
|
+6%
|
|
|
16
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$8.77M
|
+$437K
|
+11,288
|
+5%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$8.27M
|
+$8.12M
|
+209,772
|
New
|
|
|
18
|
|
$7.94M
|
+$133K
|
+3,434
|
+2%
|
|
|
19
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$7.16M
|
+$861K
|
+22,249
|
+14%
|
|
|
20
|
NXG Investment Management
Dallas,
Texas
|
$7.1M
|
–
|
–
|
–
|
|
|
21
|
Cobiz Wealth
Denver,
Colorado
|
$3.87M
|
+$1.5M
|
+38,651
|
+65%
|
|
|
22
|
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
$3.67M
|
–
|
–
|
–
|
|
|
23
|
NBW Capital
Boston,
Massachusetts
|
$3.52M
|
+$1.53M
|
+39,584
|
+80%
|
|
|
24
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$3.49M
|
+$749K
|
+19,351
|
+28%
|
|
|
25
|
|
$3.27M
|
-$4.41K
|
-114
|
-0.1%
|
|
