|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.38億
|
-$785万
|
-324,393
|
-5%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7317万
|
-$20.2万
|
-8,361
|
-0.3%
|
|
|
3
|
Strid Group
Newtown Square,
Pennsylvania
|
$5037万
|
+$188万
|
+77,843
|
+4%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4778万
|
-$281万
|
-116,112
|
-6%
|
|
|
5
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$4672万
|
+$1550万
|
+640,257
|
+50%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$4318万
|
-$67.2万
|
-27,756
|
-2%
|
|
|
7
|
Suntrust Banks
Atlanta,
Georgia
|
$3971万
|
+$1256万
|
+518,934
|
+47%
|
|
|
8
|
Eastern Bank
Boston,
Massachusetts
|
$3788万
|
+$83.2万
|
+34,380
|
+2%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3635万
|
+$497万
|
+205,143
|
+16%
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2475万
|
–
|
–
|
–
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$2404万
|
-$1.36万
|
-561
|
-0.1%
|
|
|
12
|
Tanglewood Wealth Management
Houston,
Texas
|
$1795万
|
-$760万
|
-313,989
|
-30%
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1650万
|
+$1.82万
|
+750
|
+0.1%
|
|
|
14
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1541万
|
-$53.3万
|
-22,040
|
-3%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1479万
|
-$42.1万
|
-17,412
|
-3%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1428万
|
+$69.5万
|
+28,701
|
+5%
|
|
|
17
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1286万
|
-$12.2万
|
-5,045
|
-1%
|
|
|
18
|
Domani Wealth
Lancaster,
Pennsylvania
|
$1284万
|
+$14.5万
|
+5,979
|
+1%
|
|
|
19
|
|
$1228万
|
+$295万
|
+121,857
|
+32%
|
|
|
20
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1174万
|
+$50.6万
|
+20,919
|
+5%
|
|
|
21
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$1088万
|
+$34.3万
|
+14,172
|
+3%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$967万
|
-$19.2万
|
-7,924
|
-2%
|
|
|
23
|
|
$773万
|
+$326万
|
+134,479
|
+74%
|
|
|
24
|
TIAA FSB
Jacksonville,
Florida
|
$752万
|
-$845万
|
-349,221
|
-53%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$733万
|
+$256万
|
+105,924
|
+55%
|
|
