|
1
|
Wells Fargo
San Francisco,
California
|
$325M
|
+$17.1M
|
+766,198
|
+6%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$114M
|
+$3.1M
|
+138,842
|
+3%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$90.9M
|
-$5.17M
|
-231,788
|
-5%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$62.7M
|
-$3.31M
|
-148,654
|
-5%
|
|
|
5
|
SignatureFD
Atlanta,
Georgia
|
$48M
|
+$1.65M
|
+73,875
|
+4%
|
|
|
6
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$34.6M
|
+$1.32M
|
+59,312
|
+4%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$30.1M
|
-$3.89M
|
-174,509
|
-11%
|
|
|
8
|
Ballentine Partners
Waltham,
Massachusetts
|
$27.4M
|
-$261K
|
-11,687
|
-0.9%
|
|
|
9
|
Brighton Jones LLC
Seattle,
Washington
|
$26.6M
|
+$412K
|
+18,465
|
+2%
|
|
|
10
|
CIBC Bank USA
Chicago,
Illinois
|
$23.2M
|
-$2.57M
|
-115,443
|
-10%
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
$17.8M
|
+$451K
|
+20,238
|
+3%
|
|
|
12
|
|
$17.7M
|
-$1M
|
-44,967
|
-5%
|
|
|
13
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$16.9M
|
-$1.39M
|
-62,183
|
-8%
|
|
|
14
|
NBW Capital
Boston,
Massachusetts
|
$16.6M
|
-$1.66M
|
-74,518
|
-9%
|
|
|
15
|
Klingman & Associates
New York
|
$15.3M
|
-$589K
|
-26,438
|
-4%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$8.16M
|
-$128K
|
-5,744
|
-2%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.45M
|
-$67.5K
|
-3,029
|
-0.9%
|
|
|
18
|
Wolverine Trading
Chicago,
Illinois
|
$7.02M
|
-$726K
|
-32,555
|
-9%
|
|
|
19
|
Eagle Global Advisors
Houston,
Texas
|
$6.76M
|
+$121K
|
+5,430
|
+2%
|
|
|
20
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.7M
|
-$121K
|
-5,428
|
-2%
|
|
|
21
|
Richard C. Young & Co
Newport,
Rhode Island
|
$5.63M
|
-$11.8K
|
-531
|
-0.2%
|
|
|
22
|
|
$4.66M
|
+$31.3K
|
+1,402
|
+0.7%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.43M
|
-$76.4K
|
-3,427
|
-2%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$4.41M
|
+$4.21M
|
+188,850
|
+2,147%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.11M
|
+$4.11M
|
+184,139
|
New
|
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