|
1
|
Bank of America
Charlotte,
North Carolina
|
$381M
|
+$21.4M
|
+538,590
|
+6%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$191M
|
+$4.7M
|
+118,460
|
+3%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$153M
|
+$10.4M
|
+262,710
|
+8%
|
|
|
4
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$131M
|
-$1.3M
|
-32,800
|
-1%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$92.4M
|
-$1.17M
|
-29,456
|
-1%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$75.4M
|
+$2.26M
|
+57,053
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$67.9M
|
-$261K
|
-6,594
|
-0.4%
|
|
|
8
|
GLOBALT Investments
Atlanta,
Georgia
|
$59M
|
-$1.05M
|
-26,492
|
-2%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$49.4M
|
+$1.06M
|
+26,681
|
+2%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$41.8M
|
+$260K
|
+6,561
|
+0.6%
|
|
|
11
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$40.2M
|
-$714K
|
-18,008
|
-2%
|
|
|
12
|
|
$38.5M
|
+$5.08M
|
+128,227
|
+16%
|
|
|
13
|
Lodestar Private Asset Management
Alamo,
California
|
$36.4M
|
+$1.53M
|
+38,564
|
+4%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$35M
|
-$736K
|
-18,567
|
-2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.6M
|
+$2.61M
|
+65,803
|
+9%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$28.2M
|
+$18.8M
|
+473,010
|
+214%
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$26.1M
|
-$77.6K
|
-1,957
|
-0.3%
|
|
|
18
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$25.6M
|
+$456K
|
+11,513
|
+2%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$25.5M
|
-$356K
|
-8,976
|
-1%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$25.1M
|
+$797K
|
+20,112
|
+3%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24.5M
|
+$1.23M
|
+30,968
|
+5%
|
|
|
22
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$18.1M
|
-$101K
|
-2,557
|
-0.6%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$18.1M
|
+$95.5K
|
+2,408
|
+0.5%
|
|
|
24
|
Stonebrook Private
Northville,
Michigan
|
$17.8M
|
+$5.13M
|
+129,334
|
+42%
|
|
|
25
|
Clal Insurance
Tel-Aviv,
Israel
|
$17.4M
|
-$436K
|
-11,000
|
-3%
|
|
