|
1
|
Wells Fargo
San Francisco,
California
|
$289M
|
-$15.4M
|
-718,118
|
-5%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$91.1M
|
-$15.7M
|
-734,502
|
-14%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$77.7M
|
-$7.35M
|
-344,005
|
-8%
|
|
|
4
|
SignatureFD
Atlanta,
Georgia
|
$47.2M
|
+$2.43M
|
+113,796
|
+5%
|
|
|
5
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$36.6M
|
+$4.34M
|
+202,841
|
+13%
|
|
|
6
|
Diversified Trust
Memphis,
Tennessee
|
$28.6M
|
+$572K
|
+26,752
|
+2%
|
|
|
7
|
Ballentine Partners
Waltham,
Massachusetts
|
$26.8M
|
+$1.29M
|
+60,557
|
+5%
|
|
|
8
|
Brighton Jones LLC
Seattle,
Washington
|
$26.4M
|
+$1.61M
|
+75,493
|
+6%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$19.5M
|
-$40M
|
-1,870,346
|
-67%
|
|
|
10
|
CIBC Bank USA
Chicago,
Illinois
|
$19.5M
|
-$2.17M
|
-101,506
|
-10%
|
|
|
11
|
JMG Financial Group
Downers Grove,
Illinois
|
$17.8M
|
+$1.21M
|
+56,656
|
+7%
|
|
|
12
|
|
$17.8M
|
+$1.25M
|
+58,517
|
+7%
|
|
|
13
|
NBW Capital
Boston,
Massachusetts
|
$15M
|
-$444K
|
-20,765
|
-3%
|
|
|
14
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$14.6M
|
-$1.17M
|
-54,849
|
-7%
|
|
|
15
|
Klingman & Associates
New York
|
$13.5M
|
-$730K
|
-34,136
|
-5%
|
|
|
16
|
Eagle Global Advisors
Houston,
Texas
|
$8.95M
|
+$2.71M
|
+126,600
|
+42%
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$7.39M
|
-$233K
|
-10,914
|
-3%
|
|
|
18
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.79M
|
-$169K
|
-7,914
|
-2%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$6.61M
|
+$6.78M
|
+317,003
|
New
|
|
|
20
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.56M
|
+$242K
|
+11,328
|
+4%
|
|
|
21
|
Richard C. Young & Co
Newport,
Rhode Island
|
$5.19M
|
-$64.4K
|
-3,010
|
-1%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$3.98M
|
-$143K
|
-6,678
|
-3%
|
|
|
23
|
|
$3.31M
|
+$204K
|
+9,529
|
+6%
|
|
|
24
|
American Century Companies
Kansas City,
Missouri
|
$2.91M
|
+$2.99M
|
+139,642
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.82M
|
-$1.35M
|
-62,936
|
-32%
|
|
