|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$1.75B
|
+$2.01M
|
+80,949
|
+65%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$128M
|
-$9.41M
|
-379,242
|
-7%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$60.7M
|
-$7.05M
|
-284,151
|
-10%
|
|
|
4
|
Strid Group
Newtown Square,
Pennsylvania
|
$47.7M
|
+$1.41M
|
+56,797
|
+3%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$40M
|
-$49.7M
|
-2,004,628
|
-56%
|
|
|
6
|
Suntrust Banks
Atlanta,
Georgia
|
$34.5M
|
-$483K
|
-19,485
|
-1%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$33.2M
|
+$1.23M
|
+49,664
|
+4%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$30.1M
|
+$6.17M
|
+248,955
|
+26%
|
|
|
9
|
Eastern Bank
Boston,
Massachusetts
|
$26.9M
|
+$1.05M
|
+42,396
|
+4%
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$25.2M
|
+$25.1M
|
+1,012,425
|
New
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$23.9M
|
+$4.27M
|
+172,161
|
+22%
|
|
|
12
|
Lenox Wealth Advisors
New York
|
$17.2M
|
+$1.64M
|
+66,193
|
+11%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14.1M
|
+$1.19M
|
+47,825
|
+9%
|
|
|
14
|
Sequoia Financial Advisors
Akron,
Ohio
|
$13.7M
|
-$1.33M
|
-53,660
|
-9%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$12.6M
|
+$825K
|
+33,266
|
+7%
|
|
|
16
|
Flow Traders U.S.
New York
|
$12.3M
|
+$2.27M
|
+91,345
|
+23%
|
|
|
17
|
Pitcairn
Conshohocken,
Pennsylvania
|
$12.2M
|
+$256K
|
+10,306
|
+2%
|
|
|
18
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$12.1M
|
+$612K
|
+24,670
|
+5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
-$1.73M
|
-69,660
|
-13%
|
|
|
20
|
Cobblestone Capital Advisors
Rochester,
New York
|
$10.3M
|
+$1.96M
|
+79,164
|
+24%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$10.2M
|
-$172K
|
-6,939
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.36M
|
+$3.54M
|
+142,850
|
+61%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$9.36M
|
+$6.67M
|
+268,869
|
+251%
|
|
|
24
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$9.15M
|
+$481K
|
+19,388
|
+6%
|
|
|
25
|
|
$8.77M
|
-$2.18M
|
-87,873
|
-20%
|
|
