|
1
|
Bank of America
Charlotte,
North Carolina
|
USD 136 M
|
+USD 1.35 M
|
+52,353
|
+1%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
USD 89.1 M
|
+USD 15.7 M
|
+608,644
|
+20%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 67.1 M
|
-USD 2.81 M
|
-109,085
|
-4%
|
|
|
4
|
Strid Group
Newtown Square,
Pennsylvania
|
USD 45.9 M
|
+USD 210 k
|
+8,166
|
+0.4%
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
USD 34.7 M
|
+USD 797 k
|
+30,957
|
+2%
|
|
|
6
|
Hengehold Capital Management
Cincinnati,
Ohio
|
USD 31.7 M
|
+USD 17.4 M
|
+675,958
|
+111%
|
|
|
7
|
Eastern Bank
Boston,
Massachusetts
|
USD 25.6 M
|
+USD 927 k
|
+36,009
|
+4%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
USD 23.7 M
|
-USD 8.13 M
|
-315,607
|
-25%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
USD 19.8 M
|
+USD 6.57 M
|
+255,252
|
+48%
|
|
|
10
|
Lenox Wealth Advisors
New York
|
USD 15.4 M
|
+USD 1.93 M
|
+74,876
|
+14%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
USD 14.9 M
|
+USD 177 k
|
+6,888
|
+1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
USD 13.5 M
|
-USD 643 k
|
-24,966
|
-4%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
USD 12.8 M
|
+USD 368 k
|
+14,283
|
+3%
|
|
|
14
|
Pitcairn
Conshohocken,
Pennsylvania
|
USD 11.8 M
|
-USD 539 k
|
-20,932
|
-4%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
USD 11.6 M
|
+USD 453 k
|
+17,583
|
+4%
|
|
|
16
|
Arcadia Investment Advisors
Eagle,
Idaho
|
USD 11.4 M
|
+USD 49.2 k
|
+1,911
|
+0.4%
|
|
|
17
|
|
USD 10.9 M
|
+USD 1.91 M
|
+74,170
|
+20%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
USD 10.2 M
|
+USD 12 k
|
+466
|
+0.1%
|
|
|
19
|
Flow Traders U.S.
New York
|
USD 9.9 M
|
+USD 7.71 M
|
+299,253
|
+291%
|
|
|
20
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
USD 8.59 M
|
-USD 615 k
|
-23,891
|
-6%
|
|
|
21
|
Cobblestone Capital Advisors
Rochester,
New York
|
USD 8.3 M
|
-USD 146 k
|
-5,654
|
-2%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
USD 7.75 M
|
+USD 8.09 M
|
+314,193
|
Nuevas
|
|
|
23
|
Barnett & Company
Chattanooga,
Tennessee
|
USD 7.74 M
|
+USD 1.96 M
|
+76,219
|
+32%
|
|
|
24
|
Horizon Investments
Charlotte,
North Carolina
|
USD 6.46 M
|
+USD 345 k
|
+13,407
|
+5%
|
|
|
25
|
Montecito Bank & Trust
Santa Barbara,
California
|
USD 6.31 M
|
-USD 1.43 M
|
-55,519
|
-18%
|
|
