|
1
|
Bank of America
Charlotte,
North Carolina
|
$129M
|
-$6.81M
|
-284,997
|
-5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$77.4M
|
+$73.1M
|
+3,055,494
|
+1,851%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$72.7M
|
+$763K
|
+31,916
|
+1%
|
|
|
4
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$55.3M
|
+$9.26M
|
+387,398
|
+20%
|
|
|
5
|
Strid Group
Newtown Square,
Pennsylvania
|
$50M
|
+$512K
|
+21,424
|
+1%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$41.2M
|
-$1.27M
|
-52,924
|
-3%
|
|
|
7
|
Suntrust Banks
Atlanta,
Georgia
|
$38.7M
|
-$339K
|
-14,158
|
-0.9%
|
|
|
8
|
Eastern Bank
Boston,
Massachusetts
|
$38M
|
+$753K
|
+31,474
|
+2%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$29.3M
|
-$6.37M
|
-266,547
|
-18%
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$24.3M
|
–
|
–
|
–
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$24.2M
|
+$530K
|
+22,165
|
+2%
|
|
|
12
|
Tanglewood Wealth Management
Houston,
Texas
|
$17.6M
|
-$24.9K
|
-1,042
|
-0.1%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$17.1M
|
+$3.02M
|
+126,254
|
+22%
|
|
|
14
|
Cobblestone Capital Advisors
Rochester,
New York
|
$15.7M
|
-$551K
|
-23,026
|
-3%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15.1M
|
-$4.18K
|
-175
|
-0%
|
|
|
16
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$14.5M
|
-$28.5K
|
-1,190
|
-0.2%
|
|
|
17
|
Flow Traders U.S.
New York
|
$14M
|
+$9.16M
|
+383,099
|
+192%
|
|
|
18
|
Pitcairn
Conshohocken,
Pennsylvania
|
$13.6M
|
+$2.04M
|
+85,323
|
+18%
|
|
|
19
|
Montecito Bank & Trust
Santa Barbara,
California
|
$13.1M
|
-$3.89M
|
-162,560
|
-31%
|
|
|
20
|
Domani Wealth
Lancaster,
Pennsylvania
|
$12.7M
|
+$52K
|
+2,176
|
+0.4%
|
|
|
21
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.7M
|
+$10.2K
|
+425
|
+0.1%
|
|
|
22
|
|
$9.52M
|
+$1.92M
|
+80,095
|
+25%
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$8.78M
|
-$726K
|
-30,361
|
-8%
|
|
|
24
|
|
$8.69M
|
-$3.36M
|
-140,588
|
-28%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$7.2M
|
-$8.63K
|
-361
|
-0.1%
|
|
