|
1
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
+$1.35M
|
+52,353
|
+1%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$89.1M
|
+$15.7M
|
+608,644
|
+20%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$67.1M
|
-$2.81M
|
-109,085
|
-4%
|
|
|
4
|
Strid Group
Newtown Square,
Pennsylvania
|
$45.9M
|
+$210K
|
+8,166
|
+0.4%
|
|
|
5
|
Suntrust Banks
Atlanta,
Georgia
|
$34.7M
|
+$797K
|
+30,957
|
+2%
|
|
|
6
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$31.7M
|
+$17.4M
|
+675,958
|
+111%
|
|
|
7
|
Eastern Bank
Boston,
Massachusetts
|
$25.6M
|
+$927K
|
+36,009
|
+4%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$23.7M
|
-$8.13M
|
-315,607
|
-25%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$19.8M
|
+$6.57M
|
+255,252
|
+48%
|
|
|
10
|
Lenox Wealth Advisors
New York
|
$15.4M
|
+$1.93M
|
+74,876
|
+14%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.9M
|
+$177K
|
+6,888
|
+1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$13.5M
|
-$643K
|
-24,966
|
-4%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$12.8M
|
+$368K
|
+14,283
|
+3%
|
|
|
14
|
Pitcairn
Conshohocken,
Pennsylvania
|
$11.8M
|
-$539K
|
-20,932
|
-4%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.6M
|
+$453K
|
+17,583
|
+4%
|
|
|
16
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.4M
|
+$49.2K
|
+1,911
|
+0.4%
|
|
|
17
|
|
$10.9M
|
+$1.91M
|
+74,170
|
+20%
|
|
|
18
|
Whittier Trust
South Pasadena,
California
|
$10.2M
|
+$12K
|
+466
|
+0.1%
|
|
|
19
|
Flow Traders U.S.
New York
|
$9.92M
|
+$7.71M
|
+299,253
|
+291%
|
|
|
20
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$8.59M
|
-$615K
|
-23,891
|
-6%
|
|
|
21
|
Cobblestone Capital Advisors
Rochester,
New York
|
$8.3M
|
-$146K
|
-5,654
|
-2%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$7.75M
|
+$8.09M
|
+314,193
|
New
|
|
|
23
|
Barnett & Company
Chattanooga,
Tennessee
|
$7.74M
|
+$1.96M
|
+76,219
|
+32%
|
|
|
24
|
Horizon Investments
Charlotte,
North Carolina
|
$6.46M
|
+$345K
|
+13,407
|
+5%
|
|
|
25
|
Montecito Bank & Trust
Santa Barbara,
California
|
$6.31M
|
-$1.43M
|
-55,519
|
-18%
|
|
