|
1
|
Wells Fargo
San Francisco,
California
|
$454M
|
-$28.6M
|
-1,057,953
|
-6%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$210M
|
-$263K
|
-9,745
|
-0.1%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$150M
|
-$18.5M
|
-684,188
|
-11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
+$10.1M
|
+374,841
|
+8%
|
|
|
5
|
Homrich & Berg
Atlanta,
Georgia
|
$87M
|
+$37.1M
|
+1,371,820
|
+70%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$82.3M
|
-$12.9M
|
-476,254
|
-13%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$38.5M
|
+$5.2M
|
+192,547
|
+15%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.3M
|
+$13.6M
|
+503,369
|
+101%
|
|
|
9
|
SignatureFD
Atlanta,
Georgia
|
$25.1M
|
+$26M
|
+960,801
|
New
|
|
|
10
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$24.7M
|
+$15.9M
|
+587,978
|
+166%
|
|
|
11
|
MAI Capital Management
Independence,
Ohio
|
$24.5M
|
+$21.6M
|
+798,057
|
+574%
|
|
|
12
|
NBW Capital
Boston,
Massachusetts
|
$15.6M
|
+$9.98M
|
+369,317
|
+163%
|
|
|
13
|
Capital One National Association
New York
|
$14.5M
|
-$3.01M
|
-111,470
|
-17%
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
$11.4M
|
+$598K
|
+22,120
|
+5%
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
$11M
|
+$6.38M
|
+236,089
|
+129%
|
|
|
16
|
Permanens Capital
New York
|
$10.5M
|
+$10.2M
|
+377,908
|
+1,540%
|
|
|
17
|
Mosaic Financial Partners
San Francisco,
California
|
$10.5M
|
+$814K
|
+30,135
|
+8%
|
|
|
18
|
Richard C. Young & Co
Newport,
Rhode Island
|
$9.25M
|
+$9.55M
|
+353,521
|
New
|
|
|
19
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$8.21M
|
+$8.48M
|
+313,801
|
New
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$8.1M
|
+$2.49M
|
+92,199
|
+42%
|
|
|
21
|
Integrated Wealth Counsel
Carmel,
California
|
$5.76M
|
+$40.6K
|
+1,501
|
+0.7%
|
|
|
22
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.16M
|
+$1.09M
|
+40,192
|
+26%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.07M
|
-$9.27M
|
-343,223
|
-64%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$4.8M
|
-$2.39M
|
-88,355
|
-34%
|
|
|
25
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$3.74M
|
+$3.87M
|
+143,094
|
New
|
|
