|
1
|
Bank of America
Charlotte,
North Carolina
|
$164M
|
+$24M
|
+941,114
|
+16%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$160M
|
+$35.5K
|
+1,391
|
+0%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$66.2M
|
+$1.16M
|
+45,568
|
+2%
|
|
|
4
|
Eastern Bank
Boston,
Massachusetts
|
$41.3M
|
-$846K
|
-33,128
|
-2%
|
|
|
5
|
Pitcairn
Conshohocken,
Pennsylvania
|
$37.8M
|
-$4.43M
|
-173,486
|
-10%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$33.5M
|
+$498K
|
+19,495
|
+1%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$27.4M
|
+$2.66M
|
+104,103
|
+10%
|
|
|
8
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$23.5M
|
–
|
–
|
–
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$21.2M
|
-$1.31M
|
-51,400
|
-5%
|
|
|
10
|
Wealth CMT
Cherry Hill,
New Jersey
|
$21.1M
|
+$8.49M
|
+332,577
|
+60%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$19.2M
|
-$475K
|
-18,610
|
-2%
|
|
|
12
|
Financial Consulate
Hunt Valley,
Maryland
|
$17.7M
|
+$1.17M
|
+45,885
|
+7%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$16.3M
|
-$904K
|
-35,402
|
-5%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.3M
|
+$8.06M
|
+315,871
|
+96%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$14M
|
-$4.44M
|
-173,769
|
-23%
|
|
|
16
|
Cobblestone Capital Advisors
Rochester,
New York
|
$13.9M
|
-$517K
|
-20,257
|
-3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
+$2.62M
|
+102,538
|
+24%
|
|
|
18
|
|
$11.4M
|
+$1.56M
|
+61,152
|
+15%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
+$7.74M
|
+303,194
|
+195%
|
|
|
20
|
Flow Traders U.S.
New York
|
$10.4M
|
-$8.84M
|
-346,161
|
-44%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$9.68M
|
-$193K
|
-7,569
|
-2%
|
|
|
22
|
Iowa State Bank
Urbandale,
Iowa
|
$9.38M
|
-$1.06M
|
-41,349
|
-9%
|
|
|
23
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$8.97M
|
-$31.7K
|
-1,243
|
-0.3%
|
|
|
24
|
|
$8.73M
|
-$1.41M
|
-55,105
|
-13%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.4M
|
-$570K
|
-22,310
|
-6%
|
|
