|
1
|
|
$82.8M
|
+$801K
|
+25,148
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$49M
|
+$3.46M
|
+108,475
|
+8%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39M
|
-$1.42M
|
-44,444
|
-4%
|
|
|
4
|
|
$39M
|
+$6.42M
|
+201,608
|
+21%
|
|
|
5
|
Donaldson Capital Management
Evansville,
Indiana
|
$36.9M
|
+$134K
|
+4,212
|
+0.4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.7M
|
+$3.93M
|
+123,470
|
+12%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$35.5M
|
-$1.44M
|
-45,214
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$34.8M
|
+$11.2M
|
+351,637
|
+50%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$34.4M
|
-$3.26M
|
-102,302
|
-9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$32.8M
|
+$6.35M
|
+199,220
|
+25%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.5M
|
-$2.64M
|
-82,796
|
-9%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$21.2M
|
-$82.5K
|
-2,588
|
-0.4%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.7M
|
+$1.49M
|
+46,923
|
+8%
|
|
|
14
|
Wealthspire Advisors (New York)
New York
|
$19.2M
|
+$2.4M
|
+75,188
|
+15%
|
|
|
15
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$16.5M
|
+$2.41M
|
+75,523
|
+18%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$15.9M
|
+$15.1M
|
+472,985
|
+5,328%
|
|
|
17
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$15.8M
|
+$478K
|
+15,013
|
+3%
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$11.6M
|
+$7.18M
|
+225,390
|
+179%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$11.2M
|
+$10.9M
|
+340,627
|
New
|
|
|
20
|
Bangor Savings Bank
Bangor,
Maine
|
$10.9M
|
+$461K
|
+14,466
|
+5%
|
|
|
21
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$10.2M
|
+$9.87M
|
+309,683
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$9.89M
|
+$3.14M
|
+98,436
|
+49%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.61M
|
+$7.25M
|
+227,465
|
+353%
|
|
|
24
|
Gould Asset Management
Claremont,
California
|
$9.24M
|
+$7.2M
|
+226,000
|
+412%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.65M
|
+$7.33M
|
+230,167
|
New
|
|
