|
1
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
+$12.7M
|
+505,803
|
+9%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$80.1M
|
+$2.12M
|
+84,670
|
+3%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$61M
|
+$1.71M
|
+68,494
|
+3%
|
|
|
4
|
Strid Group
Newtown Square,
Pennsylvania
|
$54M
|
+$389K
|
+15,540
|
+0.7%
|
|
|
5
|
3EDGE Asset Management
Naples,
Florida
|
$49.2M
|
+$47.8M
|
+1,911,037
|
New
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$44.1M
|
-$54.2K
|
-2,167
|
-0.1%
|
|
|
7
|
Eastern Bank
Boston,
Massachusetts
|
$40.8M
|
+$22.2K
|
+888
|
+0.1%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$32.9M
|
+$1.39M
|
+55,380
|
+5%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$30.5M
|
+$29.6M
|
+1,182,459
|
New
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$26.1M
|
–
|
–
|
–
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$24.5M
|
-$1.42M
|
-56,837
|
-6%
|
|
|
12
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$19.6M
|
+$1.26M
|
+50,270
|
+7%
|
|
|
13
|
Tanglewood Wealth Management
Houston,
Texas
|
$19.5M
|
+$618K
|
+24,723
|
+3%
|
|
|
14
|
Cobblestone Capital Advisors
Rochester,
New York
|
$16.5M
|
-$298K
|
-11,915
|
-2%
|
|
|
15
|
Wealth CMT
Cherry Hill,
New Jersey
|
$15.1M
|
+$14.7M
|
+586,852
|
New
|
|
|
16
|
Montecito Bank & Trust
Santa Barbara,
California
|
$14.8M
|
+$5.29M
|
+211,480
|
+58%
|
|
|
17
|
Pitcairn
Conshohocken,
Pennsylvania
|
$14.6M
|
+$50.6K
|
+2,023
|
+0.4%
|
|
|
18
|
Avantax Planning Partners
Dubuque,
Iowa
|
$13.7M
|
-$2.45M
|
-97,827
|
-16%
|
|
|
19
|
Domani Wealth
Lancaster,
Pennsylvania
|
$13.4M
|
-$195K
|
-7,800
|
-1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
+$6.65M
|
+265,690
|
+144%
|
|
|
21
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11M
|
-$513K
|
-20,501
|
-5%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$9.99M
|
+$561K
|
+22,447
|
+6%
|
|
|
23
|
|
$9.87M
|
+$9.07M
|
+362,663
|
+1,777%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$9.41M
|
-$5.97M
|
-238,639
|
-40%
|
|
|
25
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$9.01M
|
+$1.38M
|
+55,082
|
+19%
|
|
