|
1
|
Wells Fargo
San Francisco,
California
|
$463M
|
+$42.3M
|
+1,909,187
|
+11%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$245M
|
+$47.2M
|
+2,134,256
|
+27%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$141M
|
+$2.18M
|
+98,292
|
+2%
|
|
|
4
|
RiverFront Investment Group
Richmond,
Virginia
|
$114M
|
+$105M
|
+4,738,849
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
-$8.11M
|
-366,163
|
-7%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$110M
|
+$31.4M
|
+1,417,231
|
+45%
|
|
|
7
|
Homrich & Berg
Atlanta,
Georgia
|
$64.9M
|
-$13.9M
|
-628,232
|
-19%
|
|
|
8
|
Diversified Trust
Memphis,
Tennessee
|
$45.5M
|
+$9.32M
|
+420,970
|
+29%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$32.5M
|
+$29.6M
|
+1,339,024
|
+9,375%
|
|
|
10
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$25.8M
|
+$2.84M
|
+128,483
|
+14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.9M
|
+$701K
|
+31,668
|
+3%
|
|
|
12
|
SignatureFD
Atlanta,
Georgia
|
$19.8M
|
-$3.09M
|
-139,585
|
-15%
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$18M
|
-$4.17M
|
-188,376
|
-20%
|
|
|
14
|
NBW Capital
Boston,
Massachusetts
|
$17.9M
|
+$3.29M
|
+148,747
|
+25%
|
|
|
15
|
Mosaic Financial Partners
San Francisco,
California
|
$11.6M
|
+$1.83M
|
+82,652
|
+21%
|
|
|
16
|
|
$11.6M
|
+$10.6M
|
+480,879
|
New
|
|
|
17
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.5M
|
+$1.27M
|
+57,355
|
+14%
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$11.3M
|
+$782K
|
+35,325
|
+8%
|
|
|
19
|
Capital One National Association
New York
|
$10.2M
|
-$2.83M
|
-127,816
|
-23%
|
|
|
20
|
BB&T Securities
Richmond,
Virginia
|
$7.29M
|
+$6.71M
|
+303,164
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$7.21M
|
+$2.88M
|
+129,916
|
+76%
|
|
|
22
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$6.22M
|
-$1.22M
|
-55,084
|
-18%
|
|
|
23
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$5.46M
|
+$5.03M
|
+227,177
|
New
|
|
|
24
|
Richard C. Young & Co
Newport,
Rhode Island
|
$4.61M
|
-$3.58M
|
-161,661
|
-46%
|
|
|
25
|
Integrated Wealth Counsel
Carmel,
California
|
$4.48M
|
-$749K
|
-33,842
|
-15%
|
|
