|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$185M
|
+$4.59M
|
+163,388
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$164M
|
-$60.7M
|
-2,157,813
|
-27%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$75.3M
|
-$5.81M
|
-206,551
|
-7%
|
|
|
4
|
Eastern Bank
Boston,
Massachusetts
|
$48.7M
|
+$4.41M
|
+156,982
|
+10%
|
|
|
5
|
Pitcairn
Conshohocken,
Pennsylvania
|
$48.6M
|
+$765K
|
+27,195
|
+2%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$38.3M
|
+$23.2M
|
+825,869
|
+146%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$28.8M
|
+$4.2M
|
+149,368
|
+17%
|
|
|
8
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$27.2M
|
–
|
–
|
–
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$25.9M
|
-$360K
|
-12,811
|
-1%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$22.7M
|
+$496K
|
+17,628
|
+2%
|
|
|
11
|
Flow Traders U.S.
New York
|
$21.5M
|
+$20.8M
|
+739,896
|
+1,779%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$21M
|
+$147K
|
+5,233
|
+0.7%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$19.9M
|
+$9.62M
|
+342,294
|
+90%
|
|
|
14
|
Financial Consulate
Hunt Valley,
Maryland
|
$19.2M
|
+$1.82M
|
+64,651
|
+10%
|
|
|
15
|
Cobblestone Capital Advisors
Rochester,
New York
|
$16.7M
|
+$883K
|
+31,424
|
+5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.5M
|
+$10.3M
|
+367,021
|
+157%
|
|
|
17
|
Wealth CMT
Cherry Hill,
New Jersey
|
$15.3M
|
-$287K
|
-10,212
|
-2%
|
|
|
18
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$13.4M
|
+$123K
|
+4,378
|
+0.9%
|
|
|
19
|
Iowa State Bank
Urbandale,
Iowa
|
$12M
|
-$1.2M
|
-42,582
|
-9%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
+$368K
|
+13,091
|
+3%
|
|
|
21
|
|
$11.6M
|
-$156K
|
-5,554
|
-1%
|
|
|
22
|
|
$11.5M
|
+$9.3M
|
+330,673
|
+385%
|
|
|
23
|
Synovus Financial
Columbus,
Georgia
|
$11.4M
|
+$593K
|
+21,099
|
+5%
|
|
|
24
|
Ledge Wealth Management
Sartell,
Minnesota
|
$10.5M
|
+$10.7M
|
+381,085
|
New
|
|
|
25
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.4M
|
+$188K
|
+6,688
|
+2%
|
|
