|
1
|
Wells Fargo
San Francisco,
California
|
$466M
|
+$89.1M
|
+2,276,786
|
+24%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$267M
|
+$2.11M
|
+53,975
|
+0.8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$123M
|
+$21.2M
|
+540,656
|
+21%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$93.1M
|
+$9.16M
|
+234,085
|
+11%
|
|
|
5
|
Homrich & Berg
Atlanta,
Georgia
|
$65.6M
|
+$4.21M
|
+107,630
|
+7%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$25.4M
|
+$2.49M
|
+63,696
|
+11%
|
|
|
7
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$25.1M
|
-$3.5M
|
-89,465
|
-12%
|
|
|
8
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$17.8M
|
+$2.49M
|
+63,516
|
+17%
|
|
|
9
|
Capital One National Association
New York
|
$16.7M
|
+$1.47M
|
+37,637
|
+10%
|
|
|
10
|
Integrated Wealth Counsel
Carmel,
California
|
$12.1M
|
+$11.7M
|
+298,221
|
+4,451%
|
|
|
11
|
Mosaic Financial Partners
San Francisco,
California
|
$10.9M
|
+$383K
|
+9,792
|
+4%
|
|
|
12
|
Capital Investment Advisors
Atlanta,
Georgia
|
$10.1M
|
+$1.73M
|
+44,217
|
+21%
|
|
|
13
|
Credit Suisse
Zurich,
Switzerland
|
$9.65M
|
-$4.6M
|
-117,582
|
-33%
|
|
|
14
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$9.42M
|
+$553K
|
+14,126
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.34M
|
-$3.03M
|
-77,441
|
-25%
|
|
|
16
|
|
$8.03M
|
+$12.4K
|
+317
|
+0.2%
|
|
|
17
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$7.47M
|
+$239K
|
+6,106
|
+3%
|
|
|
18
|
NXG Investment Management
Dallas,
Texas
|
$6.99M
|
-$176K
|
-4,500
|
-3%
|
|
|
19
|
NBW Capital
Boston,
Massachusetts
|
$6.89M
|
+$3.28M
|
+83,743
|
+94%
|
|
|
20
|
Cobiz Wealth
Denver,
Colorado
|
$5.72M
|
+$1.78M
|
+45,560
|
+46%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.92M
|
+$1.37M
|
+35,026
|
+40%
|
|
|
22
|
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
$3.68M
|
–
|
–
|
–
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.51M
|
+$429K
|
+10,966
|
+14%
|
|
|
24
|
|
$3.31M
|
–
|
–
|
–
|
|
|
25
|
Murphy Capital Management
Bedminster,
New Jersey
|
$3.23M
|
+$114K
|
+2,905
|
+4%
|
|
