|
1
|
Wells Fargo
San Francisco,
California
|
$598M
|
-$20.2M
|
-795,614
|
-3%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$306M
|
-$17.7M
|
-696,753
|
-5%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$126M
|
-$16M
|
-628,788
|
-11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$119M
|
-$11.8M
|
-465,576
|
-9%
|
|
|
5
|
Aspiriant LLC
Los Angeles,
California
|
$108M
|
+$8.06M
|
+317,015
|
+8%
|
|
|
6
|
Homrich & Berg
Atlanta,
Georgia
|
$66.2M
|
+$1.9M
|
+74,628
|
+3%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$46.3M
|
+$1.87M
|
+73,536
|
+4%
|
|
|
8
|
RiverFront Investment Group
Richmond,
Virginia
|
$40.2M
|
+$120K
|
+4,717
|
+0.3%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$33.1M
|
+$475K
|
+18,666
|
+1%
|
|
|
10
|
SignatureFD
Atlanta,
Georgia
|
$32.2M
|
+$4.44M
|
+174,666
|
+16%
|
|
|
11
|
Klingman & Associates
New York
|
$28.5M
|
+$3.71M
|
+146,094
|
+15%
|
|
|
12
|
Ballentine Partners
Waltham,
Massachusetts
|
$25M
|
-$2.62M
|
-103,176
|
-9%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$23.6M
|
+$5.65M
|
+222,230
|
+31%
|
|
|
14
|
Crestone Asset Management
Boulder,
Colorado
|
$21.8M
|
+$2.37M
|
+93,169
|
+12%
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$20.4M
|
-$1.63M
|
-63,935
|
-7%
|
|
|
16
|
Windham Capital Management
Boston,
Massachusetts
|
$19.4M
|
+$3.4M
|
+133,707
|
+21%
|
|
|
17
|
Oxford Financial Group
Carmel,
Indiana
|
$14.4M
|
+$403K
|
+15,839
|
+3%
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$13.7M
|
-$2.29M
|
-90,188
|
-14%
|
|
|
19
|
JMG Financial Group
Downers Grove,
Illinois
|
$12.9M
|
+$626K
|
+24,632
|
+5%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
-$315K
|
-12,374
|
-3%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.7M
|
+$3.08K
|
+121
|
+0%
|
|
|
22
|
NBW Capital
Boston,
Massachusetts
|
$10.4M
|
-$1.5M
|
-59,150
|
-12%
|
|
|
23
|
Richard C. Young & Co
Newport,
Rhode Island
|
$9.83M
|
+$137K
|
+5,394
|
+1%
|
|
|
24
|
Mosaic Financial Partners
San Francisco,
California
|
$9.38M
|
-$1.82M
|
-71,421
|
-16%
|
|
|
25
|
|
$8.95M
|
-$14.8M
|
-582,758
|
-62%
|
|
