|
1
|
Bank of America
Charlotte,
North Carolina
|
$238M
|
+$85.1M
|
+2,883,122
|
+55%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$192M
|
+$108K
|
+3,642
|
+0.1%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$86.3M
|
+$537K
|
+18,200
|
+0.6%
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$50.9M
|
-$101K
|
-3,429
|
-0.2%
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$47.3M
|
+$2.65M
|
+89,602
|
+6%
|
|
|
6
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$28.9M
|
+$1.65M
|
+55,800
|
+6%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$28M
|
+$17.8M
|
+604,179
|
+173%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$26.3M
|
+$969K
|
+32,829
|
+4%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$23.6M
|
+$65.8K
|
+2,230
|
+0.3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$22.2M
|
+$10.2M
|
+345,596
|
+84%
|
|
|
11
|
Financial Consulate
Hunt Valley,
Maryland
|
$18.6M
|
+$1.25M
|
+42,347
|
+7%
|
|
|
12
|
Cobblestone Capital Advisors
Rochester,
New York
|
$16.8M
|
-$903K
|
-30,579
|
-5%
|
|
|
13
|
Wealth CMT
Cherry Hill,
New Jersey
|
$16.6M
|
+$2.26M
|
+76,477
|
+16%
|
|
|
14
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16.5M
|
+$11M
|
+371,489
|
+193%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.4M
|
-$513K
|
-17,372
|
-3%
|
|
|
16
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$14.1M
|
+$326K
|
+11,055
|
+2%
|
|
|
17
|
Iowa State Bank
Urbandale,
Iowa
|
$14M
|
+$3.26M
|
+110,582
|
+30%
|
|
|
18
|
|
$12.5M
|
+$187K
|
+6,344
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
+$106K
|
+3,605
|
+0.9%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
-$185K
|
-6,262
|
-2%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$11.5M
|
+$495K
|
+16,781
|
+4%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$11.1M
|
-$12.5M
|
-422,895
|
-53%
|
|
|
23
|
Montecito Bank & Trust
Santa Barbara,
California
|
$11.1M
|
+$1.3M
|
+44,123
|
+13%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$11M
|
+$10M
|
+339,683
|
+936%
|
|
|
25
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.9M
|
+$401K
|
+13,590
|
+4%
|
|
