|
1
|
Wells Fargo
San Francisco,
California
|
$694M
|
+$60.8M
|
+2,079,736
|
+10%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$358M
|
+$39.4M
|
+1,346,443
|
+12%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$160M
|
+$33.7M
|
+1,151,236
|
+27%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$157M
|
+$8.13M
|
+277,935
|
+5%
|
|
|
5
|
RiverFront Investment Group
Richmond,
Virginia
|
$123M
|
-$112K
|
-3,819
|
-0.1%
|
|
|
6
|
Aspiriant LLC
Los Angeles,
California
|
$114M
|
-$4.13M
|
-141,324
|
-3%
|
|
|
7
|
Homrich & Berg
Atlanta,
Georgia
|
$72.5M
|
+$897K
|
+30,693
|
+1%
|
|
|
8
|
Diversified Trust
Memphis,
Tennessee
|
$50.7M
|
-$2.58M
|
-88,341
|
-5%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$36.3M
|
+$966K
|
+33,045
|
+3%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$33.7M
|
-$1.43M
|
-49,063
|
-4%
|
|
|
11
|
SignatureFD
Atlanta,
Georgia
|
$32.5M
|
+$6.62M
|
+226,544
|
+26%
|
|
|
12
|
|
$25.5M
|
+$4.77M
|
+163,290
|
+23%
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$25.5M
|
+$1.48M
|
+50,525
|
+6%
|
|
|
14
|
Klingman & Associates
New York
|
$25M
|
+$3.33M
|
+113,827
|
+15%
|
|
|
15
|
Windham Capital Management
Boston,
Massachusetts
|
$19.3M
|
+$3.49M
|
+119,283
|
+22%
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
$16.7M
|
+$1.88M
|
+64,474
|
+13%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$16.6M
|
+$4.18M
|
+142,984
|
+33%
|
|
|
18
|
NBW Capital
Boston,
Massachusetts
|
$15.5M
|
-$7.45M
|
-254,822
|
-32%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
+$2.98M
|
+101,963
|
+24%
|
|
|
20
|
Oxford Financial Group
Carmel,
Indiana
|
$14.3M
|
-$575K
|
-19,653
|
-4%
|
|
|
21
|
JMG Financial Group
Downers Grove,
Illinois
|
$13.6M
|
-$44.5K
|
-1,523
|
-0.3%
|
|
|
22
|
Mosaic Financial Partners
San Francisco,
California
|
$12.8M
|
-$794K
|
-27,160
|
-6%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.2M
|
+$473K
|
+16,189
|
+4%
|
|
|
24
|
Richard C. Young & Co
Newport,
Rhode Island
|
$11M
|
+$809K
|
+27,672
|
+8%
|
|
|
25
|
Capital One National Association
New York
|
$8.46M
|
-$1.3M
|
-44,526
|
-13%
|
|
