|
1
|
Wells Fargo
San Francisco,
California
|
$393M
|
-$30.3M
|
-1,339,304
|
-7%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$120M
|
+$2.71M
|
+119,660
|
+2%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$119M
|
-$48.5M
|
-2,140,086
|
-29%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$95M
|
-$2.64M
|
-116,660
|
-3%
|
|
|
5
|
Diversified Trust
Memphis,
Tennessee
|
$43.9M
|
+$289K
|
+12,757
|
+0.7%
|
|
|
6
|
SignatureFD
Atlanta,
Georgia
|
$40M
|
+$3.61M
|
+159,642
|
+10%
|
|
|
7
|
Ballentine Partners
Waltham,
Massachusetts
|
$27.7M
|
+$2.2M
|
+97,028
|
+9%
|
|
|
8
|
CIBC Bank USA
Chicago,
Illinois
|
$27.6M
|
-$6M
|
-264,869
|
-18%
|
|
|
9
|
Brighton Jones LLC
Seattle,
Washington
|
$25.5M
|
+$2.13M
|
+94,019
|
+9%
|
|
|
10
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$23M
|
-$1.66M
|
-73,410
|
-7%
|
|
|
11
|
|
$21.1M
|
+$300K
|
+13,233
|
+1%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$20.8M
|
-$613K
|
-27,058
|
-3%
|
|
|
13
|
Klingman & Associates
New York
|
$16.8M
|
-$17.5M
|
-772,194
|
-51%
|
|
|
14
|
JMG Financial Group
Downers Grove,
Illinois
|
$14.1M
|
+$803K
|
+35,458
|
+6%
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$11.9M
|
-$205K
|
-9,065
|
-2%
|
|
|
16
|
Eagle Global Advisors
Houston,
Texas
|
$10.7M
|
+$10.6M
|
+468,000
|
New
|
|
|
17
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$10.4M
|
+$2.7M
|
+119,275
|
+40%
|
|
|
18
|
|
$10.1M
|
–
|
–
|
–
|
|
|
19
|
Capital Investment Advisors
Atlanta,
Georgia
|
$9.75M
|
-$343K
|
-15,143
|
-3%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$7.88M
|
+$986K
|
+43,567
|
+15%
|
|
|
21
|
NBW Capital
Boston,
Massachusetts
|
$7.45M
|
-$1.85M
|
-81,929
|
-20%
|
|
|
22
|
|
$7.24M
|
+$6.65M
|
+293,546
|
+1,303%
|
|
|
23
|
Richard C. Young & Co
Newport,
Rhode Island
|
$7.02M
|
+$298K
|
+13,173
|
+4%
|
|
|
24
|
Capital One National Association
New York
|
$5.33M
|
-$1.75M
|
-77,275
|
-25%
|
|
|
25
|
Perella Weinberg Partners Capital Management
New York
|
$4.78M
|
+$642K
|
+28,368
|
+16%
|
|
