|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$158M
|
+$20.6M
|
+710,573
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$128M
|
+$3.92M
|
+135,343
|
+3%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$81.3M
|
-$171K
|
-5,892
|
-0.2%
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$48.8M
|
+$39.6M
|
+1,366,171
|
+426%
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$42.1M
|
+$18.3M
|
+631,734
|
+77%
|
|
|
6
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$29.3M
|
–
|
–
|
–
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$26.4M
|
-$4.46M
|
-154,009
|
-14%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$25.8M
|
-$1.39M
|
-47,991
|
-5%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$24.7M
|
-$1.4M
|
-48,227
|
-5%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$23.1M
|
+$1.48M
|
+50,979
|
+7%
|
|
|
11
|
Cobblestone Capital Advisors
Rochester,
New York
|
$17.3M
|
-$1.74M
|
-59,991
|
-9%
|
|
|
12
|
Financial Consulate
Hunt Valley,
Maryland
|
$15.3M
|
+$187K
|
+6,465
|
+1%
|
|
|
13
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$13.2M
|
-$168K
|
-5,801
|
-1%
|
|
|
14
|
Wealth CMT
Cherry Hill,
New Jersey
|
$12.8M
|
+$458K
|
+15,829
|
+4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
+$4.76M
|
+164,259
|
+70%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
+$968K
|
+33,432
|
+9%
|
|
|
17
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.3M
|
-$246K
|
-8,491
|
-2%
|
|
|
18
|
Synovus Financial
Columbus,
Georgia
|
$10.2M
|
+$530K
|
+18,299
|
+5%
|
|
|
19
|
|
$9.68M
|
+$4.22M
|
+145,751
|
+77%
|
|
|
20
|
Iowa State Bank
Urbandale,
Iowa
|
$9.2M
|
+$549K
|
+18,970
|
+6%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$9.17M
|
-$670K
|
-23,135
|
-7%
|
|
|
22
|
Hantz Financial Services
Southfield,
Michigan
|
$8.81M
|
-$202K
|
-6,988
|
-2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$8.52M
|
+$2.7M
|
+93,055
|
+46%
|
|
|
24
|
Montecito Bank & Trust
Santa Barbara,
California
|
$8.49M
|
+$446K
|
+15,382
|
+6%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$8.38M
|
+$435K
|
+15,016
|
+5%
|
|
