|
1
|
Wells Fargo
San Francisco,
California
|
$314M
|
+$21.6M
|
+981,215
|
+8%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$113M
|
-$16.9K
|
-767
|
-0%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$97.8M
|
-$4.16M
|
-189,012
|
-4%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$67.2M
|
-$23M
|
-1,046,071
|
-26%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$47.2M
|
-$20.8M
|
-944,083
|
-31%
|
|
|
6
|
Diversified Trust
Memphis,
Tennessee
|
$34.5M
|
-$9.42M
|
-427,455
|
-22%
|
|
|
7
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$33.9M
|
+$1.62M
|
+73,621
|
+5%
|
|
|
8
|
Ballentine Partners
Waltham,
Massachusetts
|
$28.1M
|
+$1.49M
|
+67,766
|
+6%
|
|
|
9
|
Brighton Jones LLC
Seattle,
Washington
|
$26.6M
|
-$350K
|
-15,895
|
-1%
|
|
|
10
|
CIBC Bank USA
Chicago,
Illinois
|
$26.2M
|
-$2.13M
|
-96,855
|
-8%
|
|
|
11
|
|
$25.8M
|
–
|
–
|
–
|
|
|
12
|
|
$19M
|
+$50.3K
|
+2,281
|
+0.3%
|
|
|
13
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$18.6M
|
-$375K
|
-17,022
|
-2%
|
|
|
14
|
NBW Capital
Boston,
Massachusetts
|
$18.5M
|
-$2.44M
|
-110,949
|
-12%
|
|
|
15
|
JMG Financial Group
Downers Grove,
Illinois
|
$17.6M
|
-$1.7M
|
-77,061
|
-9%
|
|
|
16
|
Klingman & Associates
New York
|
$16.1M
|
-$390K
|
-17,705
|
-2%
|
|
|
17
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$9.3M
|
-$496K
|
-22,491
|
-5%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$8.43M
|
-$2.45M
|
-111,117
|
-23%
|
|
|
19
|
Wolverine Trading
Chicago,
Illinois
|
$7.88M
|
+$1.26M
|
+57,200
|
+20%
|
|
|
20
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.65M
|
+$51.1K
|
+2,320
|
+0.7%
|
|
|
21
|
Eagle Global Advisors
Houston,
Texas
|
$6.76M
|
-$682K
|
-30,940
|
-9%
|
|
|
22
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.93M
|
+$372K
|
+16,875
|
+7%
|
|
|
23
|
Richard C. Young & Co
Newport,
Rhode Island
|
$5.74M
|
+$104K
|
+4,703
|
+2%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$4.83M
|
-$5.41M
|
-245,601
|
-54%
|
|
|
25
|
|
$4.71M
|
-$5.01M
|
-227,339
|
-52%
|
|
