|
1
|
Bank of America
Charlotte,
North Carolina
|
$142M
|
-$11.7M
|
-441,105
|
-7%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$77.8M
|
+$23.6M
|
+890,054
|
+42%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$73.3M
|
+$2.8M
|
+105,807
|
+4%
|
|
|
4
|
Strid Group
Newtown Square,
Pennsylvania
|
$48.5M
|
-$440K
|
-16,618
|
-0.9%
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$35.6M
|
-$492K
|
-18,579
|
-1%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$33M
|
-$4.09M
|
-154,424
|
-11%
|
|
|
7
|
Eastern Bank
Boston,
Massachusetts
|
$25.9M
|
+$13.6M
|
+515,402
|
+106%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$15.7M
|
+$428K
|
+16,172
|
+3%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.5M
|
+$243K
|
+9,168
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$14.8M
|
-$2.56M
|
-96,584
|
-14%
|
|
|
11
|
Lenox Wealth Advisors
New York
|
$14.2M
|
+$1M
|
+37,902
|
+7%
|
|
|
12
|
PFS Investments
Duluth,
Georgia
|
$13.9M
|
+$5.38M
|
+203,166
|
+61%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13.1M
|
+$495K
|
+18,705
|
+4%
|
|
|
14
|
Pitcairn
Conshohocken,
Pennsylvania
|
$12.9M
|
-$704K
|
-26,580
|
-5%
|
|
|
15
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.9M
|
+$217K
|
+8,187
|
+2%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.7M
|
+$12M
|
+453,258
|
New
|
|
|
17
|
Whittier Trust
South Pasadena,
California
|
$10.7M
|
-$3.97K
|
-150
|
-0%
|
|
|
18
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$9.63M
|
+$1.76M
|
+66,497
|
+22%
|
|
|
19
|
|
$9.47M
|
+$1.72M
|
+65,087
|
+22%
|
|
|
20
|
Cobblestone Capital Advisors
Rochester,
New York
|
$8.85M
|
-$1.71M
|
-64,737
|
-16%
|
|
|
21
|
Montecito Bank & Trust
Santa Barbara,
California
|
$8.06M
|
-$4.3M
|
-162,431
|
-34%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$6.71M
|
+$737K
|
+27,843
|
+12%
|
|
|
23
|
Horizon Investments
Charlotte,
North Carolina
|
$6.43M
|
-$9.46M
|
-357,155
|
-59%
|
|
|
24
|
Citizens Financial Group
Providence,
Rhode Island
|
$6.17M
|
-$1.8M
|
-67,968
|
-22%
|
|
|
25
|
Barnett & Company
Chattanooga,
Tennessee
|
$6.15M
|
+$796K
|
+30,068
|
+15%
|
|
