|
1
|
Wells Fargo
San Francisco,
California
|
$254M
|
-$86.3M
|
-3,919,782
|
-23%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$98.2M
|
-$13M
|
-590,239
|
-11%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$88.8M
|
-$14M
|
-636,764
|
-12%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$79.1M
|
-$7.56M
|
-343,576
|
-8%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$59.7M
|
+$27.6M
|
+1,253,439
|
+71%
|
|
|
6
|
Diversified Trust
Memphis,
Tennessee
|
$38.5M
|
+$930K
|
+42,257
|
+2%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$28M
|
+$9.09M
|
+412,835
|
+41%
|
|
|
8
|
CIBC Bank USA
Chicago,
Illinois
|
$24.7M
|
+$931K
|
+42,300
|
+4%
|
|
|
9
|
Brighton Jones LLC
Seattle,
Washington
|
$23.5M
|
+$541K
|
+24,601
|
+2%
|
|
|
10
|
Ballentine Partners
Waltham,
Massachusetts
|
$23.1M
|
-$2.45M
|
-111,319
|
-9%
|
|
|
11
|
|
$22M
|
–
|
–
|
–
|
|
|
12
|
NBW Capital
Boston,
Massachusetts
|
$18.3M
|
+$14M
|
+635,138
|
+218%
|
|
|
13
|
JMG Financial Group
Downers Grove,
Illinois
|
$16.8M
|
+$4.59M
|
+208,511
|
+32%
|
|
|
14
|
|
$16.5M
|
+$155K
|
+7,064
|
+0.9%
|
|
|
15
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$16.5M
|
-$661K
|
-30,046
|
-3%
|
|
|
16
|
Klingman & Associates
New York
|
$14.4M
|
+$268K
|
+12,159
|
+2%
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$9.54M
|
-$525K
|
-23,874
|
-5%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.47M
|
+$9.53M
|
+432,866
|
+933%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$9.06M
|
+$9.4M
|
+427,146
|
+1,376%
|
|
|
20
|
|
$8.6M
|
+$9.25M
|
+420,118
|
+2,861%
|
|
|
21
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$8.54M
|
+$334K
|
+15,165
|
+4%
|
|
|
22
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.61M
|
-$128K
|
-5,822
|
-2%
|
|
|
23
|
Eagle Global Advisors
Houston,
Texas
|
$6.49M
|
-$3.07M
|
-139,690
|
-30%
|
|
|
24
|
Wolverine Trading
Chicago,
Illinois
|
$5.65M
|
+$5.59M
|
+253,842
|
+706%
|
|
|
25
|
Richard C. Young & Co
Newport,
Rhode Island
|
$4.9M
|
-$3.61M
|
-163,993
|
-40%
|
|
