|
1
|
|
$97.3M
|
+$3.59M
|
+112,332
|
+4%
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$42.1M
|
+$42.5M
|
+1,329,842
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$41.8M
|
-$862K
|
-26,966
|
-2%
|
|
|
4
|
|
$40.7M
|
+$3.58M
|
+111,946
|
+10%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39.1M
|
-$200K
|
-6,249
|
-0.5%
|
|
|
6
|
PFS Investments
Duluth,
Georgia
|
$35.6M
|
+$374K
|
+11,699
|
+1%
|
|
|
7
|
Donaldson Capital Management
Evansville,
Indiana
|
$34.9M
|
+$2.43M
|
+75,885
|
+7%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.1M
|
+$1.76M
|
+55,114
|
+6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$23.6M
|
+$426K
|
+13,325
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$23M
|
+$2.15M
|
+67,279
|
+10%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.7M
|
+$1.2M
|
+37,528
|
+6%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$20.7M
|
+$45.3K
|
+1,416
|
+0.2%
|
|
|
13
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$14.7M
|
+$321K
|
+10,037
|
+2%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.2M
|
+$108K
|
+3,378
|
+0.9%
|
|
|
15
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$11.9M
|
-$1.75M
|
-54,749
|
-13%
|
|
|
16
|
Bangor Savings Bank
Bangor,
Maine
|
$9.87M
|
+$514K
|
+16,069
|
+5%
|
|
|
17
|
Wealthspire Advisors (New York)
New York
|
$8.44M
|
+$305K
|
+9,544
|
+4%
|
|
|
18
|
Wealthsimple US
Brooklyn,
New York
|
$8.42M
|
+$8.5M
|
+265,879
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.77M
|
-$2.55M
|
-79,865
|
-27%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$6.04M
|
+$468K
|
+14,642
|
+8%
|
|
|
21
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$5.45M
|
-$137K
|
-4,283
|
-2%
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.91M
|
+$1.22M
|
+38,265
|
+33%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.88M
|
+$148K
|
+4,638
|
+3%
|
|
|
24
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$3.93M
|
+$1.72M
|
+53,890
|
+77%
|
|
|
25
|
Patten Group
Chattanooga,
Tennessee
|
$3.92M
|
+$955K
|
+29,879
|
+32%
|
|
