|
1
|
Wells Fargo
San Francisco,
California
|
$649M
|
+$45.4M
|
+1,018,924
|
+8%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$213M
|
-$70.4M
|
-1,581,480
|
-25%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$179M
|
+$13.9M
|
+311,439
|
+9%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$159M
|
+$41.1M
|
+923,430
|
+36%
|
|
|
5
|
Homrich & Berg
Atlanta,
Georgia
|
$77.1M
|
+$2.45M
|
+55,078
|
+3%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$66.1M
|
+$31.3M
|
+703,222
|
+95%
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$35.8M
|
+$4.68M
|
+105,173
|
+16%
|
|
|
8
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$33.4M
|
+$2.46M
|
+55,314
|
+8%
|
|
|
9
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$22.8M
|
+$1.02M
|
+22,819
|
+5%
|
|
|
10
|
Capital One National Association
New York
|
$21.5M
|
+$2.13M
|
+47,788
|
+11%
|
|
|
11
|
Roosevelt Investment Group
New York
|
$15.4M
|
+$15M
|
+337,314
|
New
|
|
|
12
|
Integrated Wealth Counsel
Carmel,
California
|
$14.2M
|
-$958K
|
-21,529
|
-6%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$13.1M
|
+$715K
|
+16,054
|
+6%
|
|
|
14
|
Mosaic Financial Partners
San Francisco,
California
|
$12.4M
|
-$110K
|
-2,462
|
-0.9%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$10.7M
|
+$266K
|
+5,981
|
+3%
|
|
|
16
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$10.6M
|
-$647K
|
-14,542
|
-6%
|
|
|
17
|
Cobiz Wealth
Denver,
Colorado
|
$9.57M
|
+$1.46M
|
+32,840
|
+19%
|
|
|
18
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$8.83M
|
+$96.4K
|
+2,165
|
+1%
|
|
|
19
|
|
$8.73M
|
-$404K
|
-9,072
|
-5%
|
|
|
20
|
NBW Capital
Boston,
Massachusetts
|
$8.18M
|
-$5.72M
|
-128,590
|
-42%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$8M
|
+$1.3M
|
+29,276
|
+20%
|
|
|
22
|
NXG Investment Management
Dallas,
Texas
|
$7.95M
|
+$131K
|
+2,950
|
+2%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$7.31M
|
+$2.38M
|
+53,541
|
+50%
|
|
|
24
|
Managed Account Advisors
Jersey City,
New Jersey
|
$5.99M
|
+$5.84M
|
+131,102
|
New
|
|
|
25
|
|
$5.82M
|
+$5.12M
|
+115,105
|
+951%
|
|
