|
1
|
Wells Fargo
San Francisco,
California
|
$655M
|
+$21.3M
|
+779,280
|
+3%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$343M
|
+$16M
|
+585,004
|
+5%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$150M
|
+$4.22M
|
+154,250
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$139M
|
-$4.86M
|
-177,322
|
-3%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$106M
|
+$2.55M
|
+92,986
|
+2%
|
|
|
6
|
Homrich & Berg
Atlanta,
Georgia
|
$68.3M
|
+$2.09M
|
+76,275
|
+3%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$47.2M
|
+$861K
|
+31,447
|
+2%
|
|
|
8
|
RiverFront Investment Group
Richmond,
Virginia
|
$42.5M
|
-$71.8M
|
-2,622,109
|
-62%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$34.6M
|
+$1.46M
|
+53,401
|
+4%
|
|
|
10
|
SignatureFD
Atlanta,
Georgia
|
$29.5M
|
-$159K
|
-5,798
|
-0.5%
|
|
|
11
|
Ballentine Partners
Waltham,
Massachusetts
|
$29.1M
|
+$29.2M
|
+1,065,488
|
+3,491%
|
|
|
12
|
Klingman & Associates
New York
|
$26.3M
|
+$3.59M
|
+130,997
|
+15%
|
|
|
13
|
|
$25M
|
+$1.75M
|
+63,859
|
+7%
|
|
|
14
|
MAI Capital Management
Independence,
Ohio
|
$23.4M
|
+$33.2K
|
+1,211
|
+0.1%
|
|
|
15
|
Crestone Asset Management
Boulder,
Colorado
|
$20.6M
|
+$18M
|
+656,667
|
+558%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$19.1M
|
+$4.03M
|
+147,081
|
+26%
|
|
|
17
|
Windham Capital Management
Boston,
Massachusetts
|
$17M
|
-$599K
|
-21,880
|
-3%
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$17M
|
+$1.77M
|
+64,492
|
+11%
|
|
|
19
|
Oxford Financial Group
Carmel,
Indiana
|
$14.9M
|
+$1.84M
|
+67,264
|
+14%
|
|
|
20
|
JMG Financial Group
Downers Grove,
Illinois
|
$13M
|
+$586K
|
+21,400
|
+5%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
-$1.34M
|
-48,955
|
-9%
|
|
|
22
|
NBW Capital
Boston,
Massachusetts
|
$12.6M
|
-$1.54M
|
-56,395
|
-11%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.4M
|
-$18.9M
|
-691,513
|
-60%
|
|
|
24
|
Mosaic Financial Partners
San Francisco,
California
|
$11.9M
|
+$165K
|
+6,032
|
+1%
|
|
|
25
|
Richard C. Young & Co
Newport,
Rhode Island
|
$10.3M
|
+$253K
|
+9,228
|
+2%
|
|
