|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$198M
|
+$32.1M
|
+1,066,542
|
+19%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$146M
|
+$12.8M
|
+425,697
|
+10%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$86.9M
|
+$1.92M
|
+63,627
|
+2%
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$52.2M
|
+$1.22M
|
+40,601
|
+2%
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$45.3M
|
+$1.25M
|
+41,603
|
+3%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$28.7M
|
+$1.17M
|
+38,727
|
+4%
|
|
|
7
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$28.1M
|
-$2.45M
|
-81,400
|
-8%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$26.1M
|
-$770K
|
-25,567
|
-3%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$24.8M
|
+$683K
|
+22,689
|
+3%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$24.4M
|
-$1.33M
|
-44,157
|
-5%
|
|
|
11
|
Cobblestone Capital Advisors
Rochester,
New York
|
$17.7M
|
-$428K
|
-14,218
|
-2%
|
|
|
12
|
Financial Consulate
Hunt Valley,
Maryland
|
$16.8M
|
+$885K
|
+29,376
|
+6%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.6M
|
+$16.5M
|
+546,989
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$14M
|
+$5.13M
|
+170,275
|
+58%
|
|
|
15
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$14M
|
+$251K
|
+8,327
|
+2%
|
|
|
16
|
Wealth CMT
Cherry Hill,
New Jersey
|
$13.7M
|
+$317K
|
+10,533
|
+2%
|
|
|
17
|
|
$12.4M
|
+$2.31M
|
+76,552
|
+23%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$7.41K
|
+246
|
+0.1%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
+$280K
|
+9,286
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
+$10.5M
|
+347,609
|
+1,220%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$11.1M
|
+$377K
|
+12,530
|
+4%
|
|
|
22
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.6M
|
-$119K
|
-3,963
|
-1%
|
|
|
23
|
Montecito Bank & Trust
Santa Barbara,
California
|
$10.6M
|
+$1.69M
|
+55,973
|
+19%
|
|
|
24
|
Iowa State Bank
Urbandale,
Iowa
|
$10.4M
|
+$810K
|
+26,911
|
+8%
|
|
|
25
|
Whittier Trust
South Pasadena,
California
|
$9.58M
|
–
|
–
|
–
|
|
