|
1
|
|
$77M
|
-$18.6M
|
-581,248
|
-19%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$42.6M
|
+$1.87M
|
+58,430
|
+4%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38M
|
-$128K
|
-3,979
|
-0.3%
|
|
|
4
|
PFS Investments
Duluth,
Georgia
|
$35.5M
|
+$787K
|
+24,534
|
+2%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$34.7M
|
-$6.6M
|
-205,704
|
-15%
|
|
|
6
|
Donaldson Capital Management
Evansville,
Indiana
|
$34.5M
|
+$543K
|
+16,927
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.6M
|
-$1.72M
|
-53,650
|
-5%
|
|
|
8
|
|
$30.3M
|
-$9.71M
|
-302,657
|
-24%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.4M
|
+$6.41M
|
+199,881
|
+28%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$24.7M
|
+$1.74M
|
+54,248
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$21.8M
|
-$687K
|
-21,403
|
-3%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$20M
|
-$231K
|
-7,199
|
-1%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$18M
|
+$6.31M
|
+196,588
|
+51%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$15.7M
|
+$7.75M
|
+241,443
|
+91%
|
|
|
15
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$14.3M
|
+$16.8K
|
+523
|
+0.1%
|
|
|
16
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$13.1M
|
+$1.58M
|
+49,174
|
+13%
|
|
|
17
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$10.8M
|
+$8.02M
|
+249,994
|
+255%
|
|
|
18
|
Bangor Savings Bank
Bangor,
Maine
|
$9.8M
|
+$173K
|
+5,382
|
+2%
|
|
|
19
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.44M
|
+$1.71M
|
+53,329
|
+34%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$6.24M
|
+$363K
|
+11,326
|
+6%
|
|
|
21
|
Karp Capital Management
Sausalito,
California
|
$6.11M
|
+$6.34M
|
+197,757
|
New
|
|
|
22
|
|
$5.38M
|
+$5.32M
|
+165,952
|
+2,043%
|
|
|
23
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$4.38M
|
-$966K
|
-30,120
|
-18%
|
|
|
24
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$4.32M
|
+$502K
|
+15,663
|
+13%
|
|
|
25
|
Patten Group
Chattanooga,
Tennessee
|
$4.09M
|
+$274K
|
+8,545
|
+7%
|
|
