|
1
|
Ameriprise
Minneapolis,
Minnesota
|
USD 1748 M
|
+USD 2.01 M
|
+80,949
|
+65%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
USD 128 M
|
-USD 9.41 M
|
-379,242
|
-7%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 60.7 M
|
-USD 7.05 M
|
-284,151
|
-10%
|
|
|
4
|
Strid Group
Newtown Square,
Pennsylvania
|
USD 47.7 M
|
+USD 1.41 M
|
+56,797
|
+3%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
USD 40 M
|
-USD 49.7 M
|
-2,004,628
|
-56%
|
|
|
6
|
Suntrust Banks
Atlanta,
Georgia
|
USD 34.5 M
|
-USD 483 k
|
-19,485
|
-1%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
USD 33.2 M
|
+USD 1.23 M
|
+49,664
|
+4%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
USD 30.1 M
|
+USD 6.17 M
|
+248,955
|
+26%
|
|
|
9
|
Eastern Bank
Boston,
Massachusetts
|
USD 26.9 M
|
+USD 1.05 M
|
+42,396
|
+4%
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
USD 25.2 M
|
+USD 25.1 M
|
+1,012,425
|
Nuevas
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
USD 23.9 M
|
+USD 4.27 M
|
+172,161
|
+22%
|
|
|
12
|
Lenox Wealth Advisors
New York
|
USD 17.2 M
|
+USD 1.64 M
|
+66,193
|
+11%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
USD 14.1 M
|
+USD 1.19 M
|
+47,825
|
+9%
|
|
|
14
|
Sequoia Financial Advisors
Akron,
Ohio
|
USD 13.7 M
|
-USD 1.33 M
|
-53,660
|
-9%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
USD 12.6 M
|
+USD 825 k
|
+33,266
|
+7%
|
|
|
16
|
Flow Traders U.S.
New York
|
USD 12.3 M
|
+USD 2.27 M
|
+91,345
|
+23%
|
|
|
17
|
Pitcairn
Conshohocken,
Pennsylvania
|
USD 12.2 M
|
+USD 256 k
|
+10,306
|
+2%
|
|
|
18
|
Arcadia Investment Advisors
Eagle,
Idaho
|
USD 12.1 M
|
+USD 612 k
|
+24,670
|
+5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
USD 11.9 M
|
-USD 1.73 M
|
-69,660
|
-13%
|
|
|
20
|
Cobblestone Capital Advisors
Rochester,
New York
|
USD 10.3 M
|
+USD 1.96 M
|
+79,164
|
+24%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
USD 10.2 M
|
-USD 172 k
|
-6,939
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 9.36 M
|
+USD 3.54 M
|
+142,850
|
+61%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
USD 9.36 M
|
+USD 6.67 M
|
+268,869
|
+251%
|
|
|
24
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
USD 9.15 M
|
+USD 481 k
|
+19,388
|
+6%
|
|
|
25
|
|
USD 8.77 M
|
-USD 2.18 M
|
-87,873
|
-20%
|
|
