|
1
|
Wells Fargo
San Francisco,
California
|
$498M
|
-$50.5M
|
-1,584,066
|
-8%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$218M
|
-$19.7M
|
-616,088
|
-7%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$174M
|
+$27.9M
|
+875,234
|
+16%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$124M
|
-$11.4M
|
-357,934
|
-7%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$98M
|
+$9.47M
|
+296,837
|
+9%
|
|
|
6
|
Homrich & Berg
Atlanta,
Georgia
|
$52.9M
|
+$2.42M
|
+75,701
|
+4%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$34.6M
|
+$1.04M
|
+32,572
|
+3%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$28.6M
|
+$3.58M
|
+112,124
|
+12%
|
|
|
9
|
Capital One National Association
New York
|
$18M
|
+$1.26M
|
+39,493
|
+6%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$14.5M
|
+$17.1M
|
+536,904
|
New
|
|
|
11
|
Glassman Wealth Services
Vienna,
Virginia
|
$13.9M
|
+$13M
|
+406,006
|
+379%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$2.67M
|
+83,674
|
+20%
|
|
|
13
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$13.4M
|
-$1.25M
|
-39,075
|
-7%
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
$11.1M
|
+$1.06M
|
+33,300
|
+9%
|
|
|
15
|
Mosaic Financial Partners
San Francisco,
California
|
$10M
|
+$2.24M
|
+70,343
|
+23%
|
|
|
16
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$9.61M
|
+$2.41M
|
+75,630
|
+27%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$7M
|
+$141K
|
+4,419
|
+2%
|
|
|
18
|
NBW Capital
Boston,
Massachusetts
|
$6.12M
|
+$1.23M
|
+38,587
|
+21%
|
|
|
19
|
Integrated Wealth Counsel
Carmel,
California
|
$5.91M
|
-$466K
|
-14,591
|
-6%
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$5.89M
|
-$105K
|
-3,285
|
-1%
|
|
|
21
|
JMG Financial Group
Downers Grove,
Illinois
|
$4.96M
|
-$53.8K
|
-1,686
|
-0.9%
|
|
|
22
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.39M
|
-$75.5K
|
-2,366
|
-2%
|
|
|
23
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.25M
|
-$6K
|
-188
|
-0.1%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$3.77M
|
+$2.37M
|
+74,323
|
+115%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$3.04M
|
+$589K
|
+18,473
|
+20%
|
|
