|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$190M
|
+$551K
|
+18,465
|
+0.3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
+$11.6M
|
+390,054
|
+8%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$84.8M
|
+$1.48M
|
+49,399
|
+2%
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$50.4M
|
+$411K
|
+13,760
|
+0.8%
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$44.1M
|
+$741K
|
+24,827
|
+2%
|
|
|
6
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$27M
|
–
|
–
|
–
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$25M
|
+$1.65M
|
+55,139
|
+7%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$23.3M
|
-$1.83M
|
-61,311
|
-7%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$23.3M
|
-$518K
|
-17,336
|
-2%
|
|
|
10
|
Cobblestone Capital Advisors
Rochester,
New York
|
$17.5M
|
+$582K
|
+19,479
|
+3%
|
|
|
11
|
Financial Consulate
Hunt Valley,
Maryland
|
$17.1M
|
+$1,000K
|
+33,484
|
+6%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16M
|
-$196K
|
-6,560
|
-1%
|
|
|
13
|
Wealth CMT
Cherry Hill,
New Jersey
|
$14.2M
|
+$1.03M
|
+34,484
|
+8%
|
|
|
14
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$13.6M
|
+$181K
|
+6,072
|
+1%
|
|
|
15
|
|
$12.2M
|
+$304K
|
+10,169
|
+2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$12M
|
+$432K
|
+14,450
|
+4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$11.9M
|
-$1.59M
|
-53,257
|
-11%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
+$114K
|
+3,820
|
+1%
|
|
|
19
|
Synovus Financial
Columbus,
Georgia
|
$10.9M
|
+$326K
|
+10,931
|
+3%
|
|
|
20
|
Iowa State Bank
Urbandale,
Iowa
|
$10.7M
|
+$679K
|
+22,726
|
+7%
|
|
|
21
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.4M
|
+$211K
|
+7,082
|
+2%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$10.1M
|
-$17.9M
|
-600,578
|
-63%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$9.74M
|
+$758K
|
+25,393
|
+8%
|
|
|
24
|
Montecito Bank & Trust
Santa Barbara,
California
|
$9.7M
|
-$447K
|
-14,984
|
-4%
|
|
|
25
|
Flow Traders U.S.
New York
|
$9.12M
|
+$9.4M
|
+314,800
|
New
|
|
