|
1
|
Wells Fargo
San Francisco,
California
|
$617M
|
+$52.4M
|
+1,920,307
|
+10%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$310M
|
+$10.5M
|
+383,697
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$145M
|
+$10.8M
|
+394,583
|
+8%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$123M
|
-$36.6M
|
-1,341,427
|
-24%
|
|
|
5
|
RiverFront Investment Group
Richmond,
Virginia
|
$120M
|
-$10.2M
|
-372,701
|
-8%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$115M
|
-$2.63M
|
-96,371
|
-2%
|
|
|
7
|
Homrich & Berg
Atlanta,
Georgia
|
$69.7M
|
+$259K
|
+9,489
|
+0.4%
|
|
|
8
|
Diversified Trust
Memphis,
Tennessee
|
$51.9M
|
-$507K
|
-18,577
|
-1%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$34.4M
|
+$1.34M
|
+49,165
|
+4%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$34.2M
|
-$1.48M
|
-54,312
|
-4%
|
|
|
11
|
SignatureFD
Atlanta,
Georgia
|
$25.2M
|
+$983K
|
+36,024
|
+4%
|
|
|
12
|
MAI Capital Management
Independence,
Ohio
|
$23.4M
|
+$2.05M
|
+75,040
|
+10%
|
|
|
13
|
NBW Capital
Boston,
Massachusetts
|
$22.3M
|
+$3.71M
|
+136,116
|
+21%
|
|
|
14
|
Klingman & Associates
New York
|
$21.1M
|
+$20.2M
|
+742,074
|
New
|
|
|
15
|
|
$20.2M
|
+$4.72M
|
+172,819
|
+32%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$18.8M
|
+$17.8M
|
+653,585
|
New
|
|
|
17
|
|
$17.8M
|
-$16.4M
|
-600,680
|
-49%
|
|
|
18
|
Windham Capital Management
Boston,
Massachusetts
|
$15.4M
|
-$3.1M
|
-113,566
|
-17%
|
|
|
19
|
Oxford Financial Group
Carmel,
Indiana
|
$14.5M
|
+$14M
|
+511,298
|
New
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$14.4M
|
+$675K
|
+24,727
|
+5%
|
|
|
21
|
JMG Financial Group
Downers Grove,
Illinois
|
$13.3M
|
+$156K
|
+5,729
|
+1%
|
|
|
22
|
Mosaic Financial Partners
San Francisco,
California
|
$13.2M
|
+$242K
|
+8,883
|
+2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.2M
|
-$780K
|
-28,591
|
-6%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$12.1M
|
+$2.13M
|
+78,174
|
+22%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.4M
|
+$8.37M
|
+306,591
|
+517%
|
|
