|
1
|
Bank of America
Charlotte,
North Carolina
|
$144M
|
-$53.7M
|
-2,290,212
|
-28%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$72.5M
|
+$2.21M
|
+94,381
|
+3%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$50M
|
-$894K
|
-38,136
|
-2%
|
|
|
4
|
Strid Group
Newtown Square,
Pennsylvania
|
$47.9M
|
+$12.1M
|
+515,253
|
+35%
|
|
|
5
|
Colony Group
Boston,
Massachusetts
|
$43.3M
|
-$4.75M
|
-202,481
|
-10%
|
|
|
6
|
Eastern Bank
Boston,
Massachusetts
|
$36.6M
|
+$10.6M
|
+451,928
|
+42%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$30.9M
|
+$13.3M
|
+568,422
|
+80%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$30.7M
|
+$603K
|
+25,728
|
+2%
|
|
|
9
|
Suntrust Banks
Atlanta,
Georgia
|
$26.7M
|
-$3.09M
|
-131,588
|
-11%
|
|
|
10
|
Tanglewood Wealth Management
Houston,
Texas
|
$25.3M
|
+$2.36M
|
+100,617
|
+11%
|
|
|
11
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$24.4M
|
–
|
–
|
–
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$23.8M
|
-$2.66M
|
-113,427
|
-10%
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
$16.3M
|
-$4.32M
|
-183,997
|
-21%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$15.9M
|
-$4.34M
|
-185,187
|
-22%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15.7M
|
-$51.9M
|
-2,211,042
|
-77%
|
|
|
16
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$15M
|
-$614K
|
-26,202
|
-4%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$13.4M
|
+$1.5M
|
+63,780
|
+13%
|
|
|
18
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$12.9M
|
+$205K
|
+8,736
|
+2%
|
|
|
19
|
Montecito Bank & Trust
Santa Barbara,
California
|
$12.8M
|
+$3.31M
|
+141,293
|
+36%
|
|
|
20
|
Domani Wealth
Lancaster,
Pennsylvania
|
$12.5M
|
+$1.1M
|
+46,890
|
+10%
|
|
|
21
|
Lenox Wealth Advisors
New York
|
$11.3M
|
+$987K
|
+42,099
|
+10%
|
|
|
22
|
Pitcairn
Conshohocken,
Pennsylvania
|
$11.1M
|
-$435K
|
-18,543
|
-4%
|
|
|
23
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.4M
|
-$649K
|
-27,689
|
-6%
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
$9.74M
|
-$105K
|
-4,491
|
-1%
|
|
|
25
|
|
$9.18M
|
-$1.1M
|
-46,800
|
-11%
|
|
