|
1
|
Wells Fargo
San Francisco,
California
|
$391M
|
+$24.2M
|
+1,010,782
|
+6%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$155M
|
-$56.9M
|
-2,380,916
|
-24%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$108M
|
+$5.53M
|
+231,124
|
+5%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$90.1M
|
+$62.3M
|
+2,606,749
|
+157%
|
|
|
5
|
Homrich & Berg
Atlanta,
Georgia
|
$64.1M
|
-$2.54M
|
-106,371
|
-3%
|
|
|
6
|
Diversified Trust
Memphis,
Tennessee
|
$40.2M
|
-$452K
|
-18,922
|
-1%
|
|
|
7
|
SignatureFD
Atlanta,
Georgia
|
$33.5M
|
-$597K
|
-24,971
|
-2%
|
|
|
8
|
Klingman & Associates
New York
|
$31.8M
|
+$2.66M
|
+111,093
|
+8%
|
|
|
9
|
CIBC Bank USA
Chicago,
Illinois
|
$31M
|
-$5.39M
|
-225,276
|
-13%
|
|
|
10
|
Ballentine Partners
Waltham,
Massachusetts
|
$23.5M
|
+$1.49M
|
+62,114
|
+6%
|
|
|
11
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$22.7M
|
+$1.49M
|
+62,223
|
+6%
|
|
|
12
|
|
$22.4M
|
–
|
–
|
–
|
|
|
13
|
Brighton Jones LLC
Seattle,
Washington
|
$21.5M
|
+$12.2M
|
+512,008
|
+101%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$19.8M
|
+$247K
|
+10,325
|
+1%
|
|
|
15
|
|
$19.2M
|
+$11.6M
|
+486,057
|
+115%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$14.6M
|
+$7.04M
|
+294,290
|
+74%
|
|
|
17
|
JMG Financial Group
Downers Grove,
Illinois
|
$12.3M
|
+$527K
|
+22,042
|
+4%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$11.1M
|
+$219K
|
+9,143
|
+2%
|
|
|
19
|
Capital Investment Advisors
Atlanta,
Georgia
|
$9.3M
|
-$1.56M
|
-65,271
|
-13%
|
|
|
20
|
NBW Capital
Boston,
Massachusetts
|
$8.6M
|
-$1.81M
|
-75,841
|
-16%
|
|
|
21
|
Mosaic Financial Partners
San Francisco,
California
|
$7.68M
|
-$2.37M
|
-98,918
|
-21%
|
|
|
22
|
|
$6.92M
|
-$12.6M
|
-525,535
|
-62%
|
|
|
23
|
Capital One National Association
New York
|
$6.54M
|
+$262K
|
+10,971
|
+4%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$6.34M
|
-$1.88M
|
-78,611
|
-21%
|
|
|
25
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$6.31M
|
+$6.85M
|
+286,331
|
+2,331%
|
|
