|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$101M
|
+$6.01M
|
+280,801
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$77.6M
|
-$11.8M
|
-550,633
|
-14%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$51M
|
+$791K
|
+36,971
|
+2%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$27.6M
|
-$3.78M
|
-176,756
|
-13%
|
|
|
5
|
Freestone Capital Holdings
Seattle,
Washington
|
$26.5M
|
+$24.7M
|
+1,155,579
|
+9,630%
|
|
|
6
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$22.9M
|
–
|
–
|
–
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$22.9M
|
+$1.15M
|
+53,739
|
+6%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$20M
|
+$18.9M
|
+884,003
|
New
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$19.7M
|
-$6.21M
|
-290,274
|
-25%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$19.1M
|
-$409K
|
-19,111
|
-2%
|
|
|
11
|
Pathstone Family Office
Englewood,
New Jersey
|
$17.6M
|
-$11.1M
|
-520,000
|
-40%
|
|
|
12
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$17.6M
|
+$16.6M
|
+777,600
|
New
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
$15.5M
|
+$1.48M
|
+69,268
|
+11%
|
|
|
14
|
Financial Consulate
Hunt Valley,
Maryland
|
$11.4M
|
+$689K
|
+32,223
|
+7%
|
|
|
15
|
Wealth CMT
Cherry Hill,
New Jersey
|
$8.89M
|
+$746K
|
+34,887
|
+10%
|
|
|
16
|
Pitcairn
Conshohocken,
Pennsylvania
|
$8.75M
|
-$4.67M
|
-218,568
|
-36%
|
|
|
17
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$8.62M
|
-$637K
|
-29,801
|
-7%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$8.14M
|
-$4.09M
|
-191,279
|
-35%
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$7.88M
|
-$3.74K
|
-175
|
-0.1%
|
|
|
20
|
Hantz Financial Services
Southfield,
Michigan
|
$7.62M
|
+$129K
|
+6,041
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.57M
|
-$304K
|
-14,211
|
-5%
|
|
|
22
|
Tobias Financial Advisors
Plantation,
Florida
|
$5.92M
|
+$5.59M
|
+261,245
|
New
|
|
|
23
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.84M
|
-$6.66M
|
-311,427
|
-55%
|
|
|
24
|
Iowa State Bank
Urbandale,
Iowa
|
$5.8M
|
+$1.42M
|
+66,611
|
+35%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$5.79M
|
-$621K
|
-29,035
|
-10%
|
|
