|
1
|
Bank of New York Mellon
New York
|
$1.6B
|
-$23M
|
-873,876
|
-1%
|
|
|
2
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$12.5M
|
+$320K
|
+12,159
|
+3%
|
|
|
3
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$11.9M
|
+$72.9K
|
+2,771
|
+0.6%
|
|
|
4
|
SageView Advisory Group
Newport Beach,
California
|
$6.9M
|
+$89.3K
|
+3,396
|
+1%
|
|
|
5
|
Bessemer Group
Woodbridge,
New Jersey
|
$3.29M
|
–
|
–
|
–
|
|
|
6
|
Brown Advisory
Baltimore,
Maryland
|
$2.43M
|
+$2.42M
|
+91,933
|
New
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$2.3M
|
+$225K
|
+8,560
|
+11%
|
|
|
8
|
|
$2.22M
|
-$581K
|
-22,099
|
-21%
|
|
|
9
|
|
$1.51M
|
+$156K
|
+5,940
|
+12%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$1.5M
|
+$521K
|
+19,834
|
+54%
|
|
|
11
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.38M
|
–
|
–
|
–
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.33M
|
+$144K
|
+5,464
|
+12%
|
|
|
13
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.31M
|
–
|
–
|
–
|
|
|
14
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.23M
|
-$18.8K
|
-714
|
-2%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.23M
|
+$928K
|
+35,288
|
+312%
|
|
|
16
|
Collective Family Office
York,
Pennsylvania
|
$1.02M
|
+$1.02M
|
+38,689
|
New
|
|
|
17
|
|
$1M
|
-$3.36M
|
-127,913
|
-77%
|
|
|
18
|
Clearstead Advisors
Cleveland,
Ohio
|
$952K
|
–
|
–
|
–
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$918K
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$836K
|
+$831K
|
+31,607
|
New
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$766K
|
+$26
|
+1
|
+0%
|
|
|
22
|
Integrity Alliance
Urbandale,
Iowa
|
$755K
|
+$71.2K
|
+2,709
|
+10%
|
|
|
23
|
Trivium Point Advisory
Westport,
Connecticut
|
$667K
|
–
|
–
|
–
|
|
|
24
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$646K
|
–
|
–
|
–
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$516K
|
-$944K
|
-35,911
|
-65%
|
|
