|
1
|
Wells Fargo
San Francisco,
California
|
$403M
|
-$10.1M
|
-414,801
|
-2%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$134M
|
+$8.2M
|
+337,948
|
+6%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$123M
|
-$1.9M
|
-78,177
|
-2%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$104M
|
+$4.87M
|
+200,792
|
+5%
|
|
|
5
|
Diversified Trust
Memphis,
Tennessee
|
$45.8M
|
-$264K
|
-10,875
|
-0.6%
|
|
|
6
|
SignatureFD
Atlanta,
Georgia
|
$42.5M
|
+$519K
|
+21,379
|
+1%
|
|
|
7
|
Ballentine Partners
Waltham,
Massachusetts
|
$30.8M
|
+$1.75M
|
+72,322
|
+6%
|
|
|
8
|
CIBC Bank USA
Chicago,
Illinois
|
$29M
|
+$131K
|
+5,407
|
+0.4%
|
|
|
9
|
Brighton Jones LLC
Seattle,
Washington
|
$28M
|
+$1.22M
|
+50,255
|
+5%
|
|
|
10
|
|
$26.1M
|
–
|
–
|
–
|
|
|
11
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$24.2M
|
+$82.5K
|
+3,401
|
+0.3%
|
|
|
12
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$20.8M
|
-$1.07M
|
-44,015
|
-5%
|
|
|
13
|
|
$19.9M
|
-$2.27M
|
-93,598
|
-10%
|
|
|
14
|
Klingman & Associates
New York
|
$17.2M
|
-$480K
|
-19,800
|
-3%
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
$15.5M
|
+$682K
|
+28,102
|
+5%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$12.2M
|
-$288K
|
-11,861
|
-2%
|
|
|
17
|
Eagle Global Advisors
Houston,
Texas
|
$11.3M
|
–
|
–
|
–
|
|
|
18
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$10M
|
-$29.1K
|
-1,200
|
-0.3%
|
|
|
19
|
Richard C. Young & Co
Newport,
Rhode Island
|
$9.91M
|
+$2.57M
|
+105,741
|
+35%
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$8.18M
|
-$2.07M
|
-85,126
|
-20%
|
|
|
21
|
NBW Capital
Boston,
Massachusetts
|
$7.02M
|
-$803K
|
-33,077
|
-10%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$6.02M
|
-$2.29M
|
-94,208
|
-27%
|
|
|
23
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.5M
|
+$5.55M
|
+228,819
|
New
|
|
|
24
|
Perella Weinberg Partners Capital Management
New York
|
$5.02M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.21M
|
+$277K
|
+11,423
|
+7%
|
|
