|
1
|
Wells Fargo
San Francisco,
California
|
$681M
|
+$109M
|
+2,564,515
|
+18%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$249M
|
+$62.3M
|
+1,469,672
|
+32%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$193M
|
+$35.4M
|
+834,867
|
+21%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$153M
|
+$13M
|
+305,654
|
+9%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$95.1M
|
+$38M
|
+896,904
|
+62%
|
|
|
6
|
Homrich & Berg
Atlanta,
Georgia
|
$90.2M
|
+$19.4M
|
+457,218
|
+26%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$62M
|
+$64.7M
|
+1,526,379
|
New
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$32.6M
|
+$809K
|
+19,091
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$31.8M
|
+$32.3M
|
+762,438
|
+3,562%
|
|
|
10
|
NBW Capital
Boston,
Massachusetts
|
$21.9M
|
+$15.3M
|
+361,191
|
+202%
|
|
|
11
|
Glassman Wealth Services
Vienna,
Virginia
|
$21.4M
|
+$22.4M
|
+528,012
|
New
|
|
|
12
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$20.4M
|
+$101K
|
+2,379
|
+0.5%
|
|
|
13
|
Capital One National Association
New York
|
$18.1M
|
-$945K
|
-22,293
|
-5%
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
$13.1M
|
+$1.52M
|
+35,846
|
+13%
|
|
|
15
|
Mosaic Financial Partners
San Francisco,
California
|
$11.3M
|
+$253K
|
+5,968
|
+2%
|
|
|
16
|
Integrated Wealth Counsel
Carmel,
California
|
$11M
|
-$1.67M
|
-39,442
|
-13%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$10.7M
|
+251,777
|
+1,462%
|
|
|
18
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$8.57M
|
+$1.53M
|
+36,169
|
+21%
|
|
|
19
|
|
$8.5M
|
+$787K
|
+18,580
|
+10%
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$8.45M
|
-$1.07M
|
-25,322
|
-11%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$8M
|
+$1.57M
|
+36,989
|
+23%
|
|
|
22
|
Cobiz Wealth
Denver,
Colorado
|
$7.78M
|
-$758K
|
-17,879
|
-9%
|
|
|
23
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$6.05M
|
-$3.52M
|
-82,980
|
-36%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.54M
|
+$3.23M
|
+76,290
|
+127%
|
|
|
25
|
JMG Financial Group
Downers Grove,
Illinois
|
$4.58M
|
+$406K
|
+9,581
|
+9%
|
|
