|
1
|
Bank of America
Charlotte,
North Carolina
|
$100M
|
+$35.7M
|
+1,519,220
|
+56%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$61.7M
|
+$1.3M
|
+55,148
|
+2%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$45.3M
|
+$44.8M
|
+1,906,670
|
New
|
|
|
4
|
Strid Group
Newtown Square,
Pennsylvania
|
$40.7M
|
+$40.3M
|
+1,712,822
|
New
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$34.5M
|
-$3.25M
|
-138,064
|
-9%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$26.2M
|
+$3.36M
|
+142,935
|
+15%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$21.6M
|
-$2.28M
|
-96,879
|
-10%
|
|
|
8
|
Montecito Bank & Trust
Santa Barbara,
California
|
$19.4M
|
+$4.73M
|
+201,015
|
+33%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$13.8M
|
+$71.5K
|
+3,040
|
+0.5%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$13.8M
|
+$510K
|
+21,675
|
+4%
|
|
|
11
|
Pitcairn
Conshohocken,
Pennsylvania
|
$13.2M
|
+$449K
|
+19,097
|
+4%
|
|
|
12
|
Horizon Investments
Charlotte,
North Carolina
|
$11.4M
|
+$721K
|
+30,674
|
+7%
|
|
|
13
|
Eastern Bank
Boston,
Massachusetts
|
$11.1M
|
+$222K
|
+9,462
|
+2%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$10.4M
|
+$669K
|
+28,449
|
+7%
|
|
|
15
|
Cobblestone Capital Advisors
Rochester,
New York
|
$9.72M
|
-$2.41M
|
-102,435
|
-20%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$9.63M
|
+$1.89M
|
+80,381
|
+25%
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$9.2M
|
-$4.44K
|
-189
|
-0%
|
|
|
18
|
Lenox Wealth Advisors
New York
|
$7.9M
|
+$847K
|
+36,012
|
+12%
|
|
|
19
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$7.9M
|
+$2.36M
|
+100,310
|
+43%
|
|
|
20
|
|
$7.17M
|
+$4.64M
|
+197,221
|
+189%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$5.78M
|
-$2.93M
|
-124,772
|
-34%
|
|
|
22
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$5.75M
|
+$126K
|
+5,340
|
+2%
|
|
|
23
|
WealthSource Partners
San Luis Obispo,
California
|
$5.56M
|
+$1.34M
|
+57,182
|
+32%
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.06M
|
-$48.9K
|
-2,079
|
-1%
|
|
|
25
|
Citizens Financial Group
Providence,
Rhode Island
|
$4.9M
|
+$1.04M
|
+44,265
|
+27%
|
|
