|
1
|
Bank of America
Charlotte,
North Carolina
|
$138M
|
-$7.85M
|
-324,393
|
-5%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$73.2M
|
-$202K
|
-8,361
|
-0.3%
|
|
|
3
|
Strid Group
Newtown Square,
Pennsylvania
|
$50.4M
|
+$1.88M
|
+77,843
|
+4%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$47.8M
|
-$2.81M
|
-116,112
|
-6%
|
|
|
5
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$46.7M
|
+$15.5M
|
+640,257
|
+50%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$43.2M
|
-$672K
|
-27,756
|
-2%
|
|
|
7
|
Suntrust Banks
Atlanta,
Georgia
|
$39.7M
|
+$12.6M
|
+518,934
|
+47%
|
|
|
8
|
Eastern Bank
Boston,
Massachusetts
|
$37.9M
|
+$832K
|
+34,380
|
+2%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$36.4M
|
+$4.97M
|
+205,143
|
+16%
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$24.8M
|
–
|
–
|
–
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$24M
|
-$13.6K
|
-561
|
-0.1%
|
|
|
12
|
Tanglewood Wealth Management
Houston,
Texas
|
$17.9M
|
-$7.6M
|
-313,989
|
-30%
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
$16.5M
|
+$18.2K
|
+750
|
+0.1%
|
|
|
14
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15.4M
|
-$533K
|
-22,040
|
-3%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14.8M
|
-$421K
|
-17,412
|
-3%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$14.3M
|
+$695K
|
+28,701
|
+5%
|
|
|
17
|
Montecito Bank & Trust
Santa Barbara,
California
|
$12.9M
|
-$122K
|
-5,045
|
-1%
|
|
|
18
|
Domani Wealth
Lancaster,
Pennsylvania
|
$12.8M
|
+$145K
|
+5,979
|
+1%
|
|
|
19
|
|
$12.3M
|
+$2.95M
|
+121,857
|
+32%
|
|
|
20
|
Pitcairn
Conshohocken,
Pennsylvania
|
$11.7M
|
+$506K
|
+20,919
|
+5%
|
|
|
21
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.9M
|
+$343K
|
+14,172
|
+3%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$9.67M
|
-$192K
|
-7,924
|
-2%
|
|
|
23
|
|
$7.73M
|
+$3.26M
|
+134,479
|
+74%
|
|
|
24
|
TIAA FSB
Jacksonville,
Florida
|
$7.52M
|
-$8.45M
|
-349,221
|
-53%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$7.33M
|
+$2.56M
|
+105,924
|
+55%
|
|
