|
1
|
Bank of America
Charlotte,
North Carolina
|
$286M
|
+$112M
|
+4,803,893
|
+68%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$78.2M
|
+$294K
|
+12,658
|
+0.4%
|
|
|
3
|
Synovus Financial
Columbus,
Georgia
|
$44.9M
|
+$1.08M
|
+46,607
|
+3%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$40.7M
|
+$11.8M
|
+506,508
|
+43%
|
|
|
5
|
Eastern Bank
Boston,
Massachusetts
|
$37.3M
|
-$2.48M
|
-106,778
|
-6%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$37.1M
|
+$8.24M
|
+354,035
|
+30%
|
|
|
7
|
Pitcairn
Conshohocken,
Pennsylvania
|
$31.9M
|
-$5.19M
|
-223,242
|
-14%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$31.5M
|
-$5.88M
|
-252,923
|
-16%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$27.7M
|
+$26.7M
|
+1,149,549
|
New
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$26.7M
|
+$20.2M
|
+869,022
|
+361%
|
|
|
11
|
Wealth CMT
Cherry Hill,
New Jersey
|
$26.5M
|
+$2.54M
|
+109,182
|
+11%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$20.1M
|
-$194K
|
-8,323
|
-1%
|
|
|
13
|
Financial Consulate
Hunt Valley,
Maryland
|
$19.2M
|
+$122K
|
+5,254
|
+0.7%
|
|
|
14
|
Lodestar Private Asset Management
Alamo,
California
|
$19.1M
|
+$18.4M
|
+792,080
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$17.7M
|
+$2.19M
|
+94,014
|
+15%
|
|
|
16
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$14.6M
|
+$10.8M
|
+462,747
|
+320%
|
|
|
17
|
Cobblestone Capital Advisors
Rochester,
New York
|
$14.2M
|
+$222K
|
+9,541
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
-$6.53M
|
-280,853
|
-38%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$10.6M
|
-$970K
|
-41,684
|
-9%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
-$1.12M
|
-48,035
|
-10%
|
|
|
21
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$9.89M
|
+$310K
|
+13,322
|
+3%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.9M
|
+$3.77M
|
+162,166
|
+98%
|
|
|
23
|
|
$7.63M
|
-$258K
|
-11,100
|
-3%
|
|
|
24
|
State Street
Boston,
Massachusetts
|
$7.59M
|
-$12.3M
|
-530,284
|
-63%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.51M
|
+$7.26M
|
+312,267
|
New
|
|
