|
1
|
Wells Fargo
San Francisco,
California
|
$423M
|
-$150M
|
-6,292,476
|
-26%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$235M
|
-$57.8M
|
-2,430,958
|
-20%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$118M
|
-$3M
|
-126,243
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$96.1M
|
-$18.3M
|
-770,079
|
-16%
|
|
|
5
|
Homrich & Berg
Atlanta,
Georgia
|
$76M
|
+$12M
|
+505,106
|
+19%
|
|
|
6
|
Diversified Trust
Memphis,
Tennessee
|
$46.5M
|
+$1.91M
|
+80,117
|
+4%
|
|
|
7
|
CIBC Bank USA
Chicago,
Illinois
|
$40.9M
|
+$40.3M
|
+1,692,609
|
New
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$40M
|
-$63.1M
|
-2,652,396
|
-62%
|
|
|
9
|
SignatureFD
Atlanta,
Georgia
|
$39M
|
+$7.86M
|
+330,594
|
+26%
|
|
|
10
|
Klingman & Associates
New York
|
$33.8M
|
+$6.25M
|
+262,831
|
+23%
|
|
|
11
|
|
$28.1M
|
–
|
–
|
–
|
|
|
12
|
Ballentine Partners
Waltham,
Massachusetts
|
$25.4M
|
+$1.35M
|
+56,821
|
+6%
|
|
|
13
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$24.5M
|
+$23.7M
|
+996,690
|
+6,142%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$22.4M
|
-$9.31M
|
-391,567
|
-30%
|
|
|
15
|
|
$20.6M
|
+$20.3M
|
+852,961
|
New
|
|
|
16
|
JMG Financial Group
Downers Grove,
Illinois
|
$13.5M
|
+$1.11M
|
+46,663
|
+9%
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$12.5M
|
-$7M
|
-294,270
|
-36%
|
|
|
18
|
Brighton Jones LLC
Seattle,
Washington
|
$12.3M
|
+$8.29M
|
+348,509
|
+220%
|
|
|
19
|
Capital Investment Advisors
Atlanta,
Georgia
|
$12.2M
|
-$967K
|
-40,660
|
-7%
|
|
|
20
|
NBW Capital
Boston,
Massachusetts
|
$11.7M
|
+$1.6M
|
+67,461
|
+16%
|
|
|
21
|
Mosaic Financial Partners
San Francisco,
California
|
$11.2M
|
+$2.12M
|
+89,237
|
+24%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
-$767K
|
-32,231
|
-7%
|
|
|
23
|
|
$10.2M
|
+$1.59M
|
+66,703
|
+19%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.56M
|
+$9.08M
|
+381,821
|
+2,864%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$9.17M
|
-$13.3M
|
-560,604
|
-60%
|
|
