|
1
|
Bank of America
Charlotte,
North Carolina
|
$158M
|
-$146M
|
-5,747,370
|
-48%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82.2M
|
-$1.42M
|
-55,924
|
-2%
|
|
|
3
|
Synovus Financial
Columbus,
Georgia
|
$48.3M
|
+$300K
|
+11,823
|
+0.6%
|
|
|
4
|
|
$48.2M
|
+$47.6M
|
+1,874,657
|
New
|
|
|
5
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$40.2M
|
+$6.49M
|
+255,318
|
+20%
|
|
|
6
|
Avantax Planning Partners
Dubuque,
Iowa
|
$39.6M
|
-$19.2K
|
-754
|
-0%
|
|
|
7
|
Pitcairn
Conshohocken,
Pennsylvania
|
$34.3M
|
+$143K
|
+5,612
|
+0.4%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$27M
|
-$2.56M
|
-100,629
|
-9%
|
|
|
9
|
Eastern Bank
Boston,
Massachusetts
|
$24.7M
|
-$15M
|
-589,514
|
-38%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$21.4M
|
-$7.07M
|
-278,452
|
-25%
|
|
|
11
|
Financial Consulate
Hunt Valley,
Maryland
|
$21M
|
+$440K
|
+17,337
|
+2%
|
|
|
12
|
Lodestar Private Asset Management
Alamo,
California
|
$20.9M
|
+$522K
|
+20,564
|
+3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$20.3M
|
+$1.33M
|
+52,308
|
+7%
|
|
|
14
|
Sequoia Financial Advisors
Akron,
Ohio
|
$19.3M
|
-$2.18M
|
-86,000
|
-10%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$19M
|
-$24.2M
|
-951,679
|
-56%
|
|
|
16
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$17.8M
|
+$2.12M
|
+83,307
|
+14%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.2M
|
+$14.8M
|
+584,233
|
+1,238%
|
|
|
18
|
Cobblestone Capital Advisors
Rochester,
New York
|
$14.9M
|
-$276K
|
-10,856
|
-2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
-$164K
|
-6,471
|
-1%
|
|
|
20
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.3M
|
-$321K
|
-12,620
|
-3%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
-$1.35M
|
-53,152
|
-12%
|
|
|
22
|
|
$8.39M
|
+$225K
|
+8,873
|
+3%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.27M
|
+$232K
|
+9,117
|
+3%
|
|
|
24
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$8.26M
|
+$596K
|
+23,464
|
+8%
|
|
|
25
|
State Street
Boston,
Massachusetts
|
$8.11M
|
-$4.72K
|
-186
|
-0.1%
|
|
