|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82.1M
|
+$24.9M
|
+1,055,513
|
+34%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$78.4M
|
-$44.9M
|
-1,903,797
|
-32%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$43.7M
|
-$3.61M
|
-153,243
|
-6%
|
|
|
4
|
3EDGE Asset Management
Naples,
Florida
|
$36.5M
|
-$1.36M
|
-57,606
|
-3%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$27.5M
|
+$2.78M
|
+117,889
|
+9%
|
|
|
6
|
Pathstone Family Office
Englewood,
New Jersey
|
$25.6M
|
+$30.6M
|
+1,297,600
|
New
|
|
|
7
|
Colony Group
Boston,
Massachusetts
|
$23.9M
|
-$11.7M
|
-498,224
|
-29%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$22.9M
|
-$513K
|
-21,749
|
-2%
|
|
|
9
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$20M
|
–
|
–
|
–
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$18.8M
|
+$148K
|
+6,294
|
+0.7%
|
|
|
11
|
Eastern Bank
Boston,
Massachusetts
|
$17M
|
-$17M
|
-721,606
|
-46%
|
|
|
12
|
|
$15.4M
|
+$18.2M
|
+772,426
|
+9,427%
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
$12.1M
|
-$560K
|
-23,770
|
-4%
|
|
|
14
|
Pitcairn
Conshohocken,
Pennsylvania
|
$11.9M
|
+$876K
|
+37,143
|
+7%
|
|
|
15
|
Montecito Bank & Trust
Santa Barbara,
California
|
$11.2M
|
-$139K
|
-5,911
|
-1%
|
|
|
16
|
Avantax Planning Partners
Dubuque,
Iowa
|
$10.9M
|
+$493K
|
+20,912
|
+4%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$10.9M
|
+$9.75M
|
+413,456
|
+302%
|
|
|
18
|
Financial Consulate
Hunt Valley,
Maryland
|
$9.29M
|
+$5.69M
|
+241,354
|
+105%
|
|
|
19
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$8.09M
|
-$344K
|
-14,573
|
-3%
|
|
|
20
|
|
$7.1M
|
+$4.94M
|
+209,406
|
+139%
|
|
|
21
|
Wealth CMT
Cherry Hill,
New Jersey
|
$7.05M
|
-$5.41M
|
-229,331
|
-39%
|
|
|
22
|
Whittier Trust
South Pasadena,
California
|
$6.86M
|
-$932K
|
-39,519
|
-10%
|
|
|
23
|
Hantz Financial Services
Southfield,
Michigan
|
$6.51M
|
+$7.79M
|
+330,385
|
New
|
|
|
24
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$6.26M
|
-$763K
|
-32,359
|
-9%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$6M
|
+$1.4M
|
+59,420
|
+24%
|
|
