|
1
|
Wells Fargo
San Francisco,
California
|
$701M
|
+$53.6M
|
+1,402,031
|
+8%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$304M
|
+$15M
|
+391,179
|
+5%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$195M
|
+$18.1M
|
+473,876
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$174M
|
-$3.68M
|
-96,132
|
-2%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$117M
|
+$10.5M
|
+273,679
|
+9%
|
|
|
6
|
Homrich & Berg
Atlanta,
Georgia
|
$66M
|
-$1.85M
|
-48,374
|
-3%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$43.7M
|
-$6.01M
|
-157,176
|
-11%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$33.2M
|
+$2.45M
|
+64,153
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$31.1M
|
-$287K
|
-7,505
|
-0.8%
|
|
|
10
|
Capital One National Association
New York
|
$21.9M
|
+$1.36M
|
+35,609
|
+6%
|
|
|
11
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$18.7M
|
+$320K
|
+8,354
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
+$409K
|
+10,683
|
+3%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$13.3M
|
+$705K
|
+18,433
|
+5%
|
|
|
14
|
Mosaic Financial Partners
San Francisco,
California
|
$10.5M
|
+$255K
|
+6,670
|
+2%
|
|
|
15
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$9.81M
|
+$1.48M
|
+38,648
|
+16%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$8.87M
|
+$1.12M
|
+29,151
|
+13%
|
|
|
17
|
Integrated Wealth Counsel
Carmel,
California
|
$8.18M
|
-$1.2M
|
-31,245
|
-12%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$7.75M
|
+$412K
|
+10,756
|
+5%
|
|
|
19
|
Cobiz Wealth
Denver,
Colorado
|
$6.89M
|
-$187K
|
-4,887
|
-2%
|
|
|
20
|
NBW Capital
Boston,
Massachusetts
|
$6.59M
|
-$6.04M
|
-157,754
|
-46%
|
|
|
21
|
JMG Financial Group
Downers Grove,
Illinois
|
$6.5M
|
+$664K
|
+17,355
|
+10%
|
|
|
22
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.51M
|
+$604K
|
+15,787
|
+11%
|
|
|
23
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5.39M
|
+$4.64M
|
+121,303
|
+375%
|
|
|
24
|
Murphy Capital Management
Bedminster,
New Jersey
|
$4.94M
|
+$2.37M
|
+61,850
|
+78%
|
|
|
25
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.72M
|
-$187K
|
-4,895
|
-4%
|
|
