|
1
|
Wells Fargo
San Francisco,
California
|
$705M
|
+$70.3M
|
+1,817,712
|
+11%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$314M
|
+$82.9M
|
+2,144,353
|
+35%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$193M
|
+$50.5M
|
+1,306,497
|
+35%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$191M
|
+$11.5M
|
+297,088
|
+6%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$116M
|
+$27.4M
|
+709,140
|
+30%
|
|
|
6
|
Homrich & Berg
Atlanta,
Georgia
|
$73.2M
|
-$11.3M
|
-293,430
|
-13%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$53.2M
|
-$4.77M
|
-123,279
|
-8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$34.3M
|
+$4.63M
|
+119,745
|
+15%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$33.4M
|
+$3.06M
|
+79,119
|
+10%
|
|
|
10
|
Capital One National Association
New York
|
$22.4M
|
+$5.5M
|
+142,362
|
+32%
|
|
|
11
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$19.9M
|
+$919K
|
+23,780
|
+5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
+$5.29M
|
+136,900
|
+51%
|
|
|
13
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$14.3M
|
+$14.6M
|
+377,819
|
New
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
$13.7M
|
+$1.49M
|
+38,441
|
+12%
|
|
|
15
|
NBW Capital
Boston,
Massachusetts
|
$13.1M
|
-$7.52M
|
-194,574
|
-36%
|
|
|
16
|
Mosaic Financial Partners
San Francisco,
California
|
$11.1M
|
+$609K
|
+15,749
|
+6%
|
|
|
17
|
Integrated Wealth Counsel
Carmel,
California
|
$10M
|
-$264K
|
-6,826
|
-3%
|
|
|
18
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$9.14M
|
+$1.15M
|
+29,717
|
+14%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$8.53M
|
+$1.08M
|
+27,822
|
+14%
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$7.97M
|
+$72.3K
|
+1,869
|
+0.9%
|
|
|
21
|
Cobiz Wealth
Denver,
Colorado
|
$7.63M
|
+$376K
|
+9,726
|
+5%
|
|
|
22
|
|
$7.56M
|
-$397K
|
-10,256
|
-5%
|
|
|
23
|
Glassman Wealth Services
Vienna,
Virginia
|
$7.51M
|
-$12.8M
|
-330,131
|
-63%
|
|
|
24
|
JMG Financial Group
Downers Grove,
Illinois
|
$6.37M
|
+$2.12M
|
+54,910
|
+49%
|
|
|
25
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5.92M
|
-$3.39M
|
-87,783
|
Closed
|
|
