|
1
|
Bank of America
Charlotte,
North Carolina
|
$1億
|
+$3572万
|
+1,519,220
|
+56%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6171万
|
+$130万
|
+55,148
|
+2%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$4533万
|
+$4483万
|
+1,906,670
|
新規
|
|
|
4
|
Strid Group
Newtown Square,
Pennsylvania
|
$4072万
|
+$4027万
|
+1,712,822
|
新規
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$3449万
|
-$325万
|
-138,064
|
-9%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$2624万
|
+$336万
|
+142,935
|
+15%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$2162万
|
-$228万
|
-96,879
|
-10%
|
|
|
8
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1938万
|
+$473万
|
+201,015
|
+33%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1382万
|
+$7.15万
|
+3,040
|
+0.5%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1379万
|
+$51万
|
+21,675
|
+4%
|
|
|
11
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1323万
|
+$44.9万
|
+19,097
|
+4%
|
|
|
12
|
Horizon Investments
Charlotte,
North Carolina
|
$1138万
|
+$72.1万
|
+30,674
|
+7%
|
|
|
13
|
Eastern Bank
Boston,
Massachusetts
|
$1114万
|
+$22.2万
|
+9,462
|
+2%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1042万
|
+$66.9万
|
+28,449
|
+7%
|
|
|
15
|
Cobblestone Capital Advisors
Rochester,
New York
|
$972万
|
-$241万
|
-102,435
|
-20%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$963万
|
+$189万
|
+80,381
|
+25%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$920万
|
-$4,443
|
-189
|
-0%
|
|
|
18
|
Lenox Wealth Advisors
New York
|
$790万
|
+$84.7万
|
+36,012
|
+12%
|
|
|
19
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$790万
|
+$236万
|
+100,310
|
+43%
|
|
|
20
|
|
$717万
|
+$464万
|
+197,221
|
+189%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$578万
|
-$293万
|
-124,772
|
-34%
|
|
|
22
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$575万
|
+$12.6万
|
+5,340
|
+2%
|
|
|
23
|
WealthSource Partners
San Luis Obispo,
California
|
$556万
|
+$134万
|
+57,182
|
+32%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$506万
|
-$4.89万
|
-2,079
|
-1%
|
|
|
25
|
Citizens Financial Group
Providence,
Rhode Island
|
$490万
|
+$104万
|
+44,265
|
+27%
|
|
