|
1
|
Bank of America
Charlotte,
North Carolina
|
$181M
|
+$72.2M
|
+3,136,158
|
+61%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$63.5M
|
+$61.1M
|
+2,652,171
|
+1,041%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$62.5M
|
+$65.9M
|
+2,862,998
|
New
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46M
|
-$7.52M
|
-326,334
|
-13%
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$43.6M
|
+$46M
|
+1,996,673
|
New
|
|
|
6
|
Strid Group
Newtown Square,
Pennsylvania
|
$32M
|
-$10.3M
|
-449,076
|
-23%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$27.2M
|
-$2.02M
|
-87,621
|
-7%
|
|
|
8
|
Suntrust Banks
Atlanta,
Georgia
|
$27M
|
-$3.43M
|
-148,780
|
-11%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$24M
|
-$2.54M
|
-110,057
|
-9%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$23.2M
|
-$374K
|
-16,220
|
-2%
|
|
|
11
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$22.1M
|
–
|
–
|
–
|
|
|
12
|
Tanglewood Wealth Management
Houston,
Texas
|
$20.7M
|
+$21.8M
|
+947,505
|
New
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
$18.7M
|
+$10.2M
|
+442,686
|
+107%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$18.4M
|
-$17.6M
|
-764,481
|
-48%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
+$7.59M
|
+329,505
|
+69%
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.6M
|
+$3.73M
|
+161,949
|
+29%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14.2M
|
+$1.87M
|
+81,216
|
+14%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$8.83M
|
+383,497
|
+164%
|
|
|
19
|
Freestone Capital Holdings
Seattle,
Washington
|
$12.9M
|
+$13.6M
|
+591,566
|
New
|
|
|
20
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$11.5M
|
+$3.68M
|
+159,919
|
+44%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$10.7M
|
-$284K
|
-12,339
|
-2%
|
|
|
22
|
Pitcairn
Conshohocken,
Pennsylvania
|
$10.4M
|
-$258K
|
-11,220
|
-2%
|
|
|
23
|
Domani Wealth
Lancaster,
Pennsylvania
|
$10.3M
|
+$7.69M
|
+334,044
|
+242%
|
|
|
24
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10M
|
-$649K
|
-28,192
|
-6%
|
|
|
25
|
|
$9.32M
|
+$1.73M
|
+75,144
|
+21%
|
|
