|
1
|
Wells Fargo
San Francisco,
California
|
$587M
|
+$61.5M
|
+1,471,184
|
+13%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$278M
|
-$19.6M
|
-470,098
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$160M
|
+$21.1M
|
+505,291
|
+16%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$114M
|
+$8.79M
|
+210,231
|
+9%
|
|
|
5
|
Diversified Trust
Memphis,
Tennessee
|
$78.7M
|
+$73.8M
|
+1,764,650
|
New
|
|
|
6
|
Homrich & Berg
Atlanta,
Georgia
|
$76.2M
|
+$2.58M
|
+61,805
|
+4%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$33.1M
|
+$4.39M
|
+105,087
|
+16%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$30.2M
|
+$28.3M
|
+677,843
|
New
|
|
|
9
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$30.1M
|
+$1.87M
|
+44,783
|
+7%
|
|
|
10
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$21.2M
|
+$1.24M
|
+29,621
|
+7%
|
|
|
11
|
Capital One National Association
New York
|
$18.8M
|
+$53.2K
|
+1,274
|
+0.3%
|
|
|
12
|
Integrated Wealth Counsel
Carmel,
California
|
$14.8M
|
+$1.14M
|
+27,223
|
+9%
|
|
|
13
|
NBW Capital
Boston,
Massachusetts
|
$13.7M
|
+$5.62M
|
+134,445
|
+78%
|
|
|
14
|
Mosaic Financial Partners
San Francisco,
California
|
$12.2M
|
+$40.7K
|
+974
|
+0.4%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$12M
|
+$663K
|
+15,863
|
+6%
|
|
|
16
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$11M
|
+$420K
|
+10,057
|
+4%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$10.1M
|
-$618K
|
-14,788
|
-6%
|
|
|
18
|
|
$8.91M
|
-$70.2K
|
-1,680
|
-0.8%
|
|
|
19
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$8.52M
|
+$145K
|
+3,458
|
+2%
|
|
|
20
|
Cobiz Wealth
Denver,
Colorado
|
$7.87M
|
+$1.37M
|
+32,853
|
+23%
|
|
|
21
|
NXG Investment Management
Dallas,
Texas
|
$7.62M
|
-$188K
|
-4,500
|
-3%
|
|
|
22
|
Permanens Capital
New York
|
$7.39M
|
+$6.93M
|
+165,703
|
New
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.5M
|
+$930K
|
+22,244
|
+18%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.87M
|
-$5.24M
|
-125,290
|
-53%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$4.71M
|
+$2.28M
|
+54,439
|
+104%
|
|
