|
1
|
Bank of America
Charlotte,
North Carolina
|
$166M
|
+$5.06M
|
+194,787
|
+3%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83.2M
|
-$239K
|
-9,193
|
-0.3%
|
|
|
3
|
Pitcairn
Conshohocken,
Pennsylvania
|
$53.2M
|
+$18.2M
|
+701,898
|
+53%
|
|
|
4
|
Synovus Financial
Columbus,
Georgia
|
$48.1M
|
-$919K
|
-35,395
|
-2%
|
|
|
5
|
|
$41M
|
-$7.99M
|
-307,472
|
-16%
|
|
|
6
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$40.9M
|
+$51K
|
+1,965
|
+0.1%
|
|
|
7
|
Avantax Planning Partners
Dubuque,
Iowa
|
$39.6M
|
-$610K
|
-23,494
|
-2%
|
|
|
8
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$32M
|
+$13.9M
|
+534,359
|
+77%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$31.9M
|
+$11.3M
|
+433,106
|
+55%
|
|
|
10
|
Wealth CMT
Cherry Hill,
New Jersey
|
$29.6M
|
+$29.5M
|
+1,133,849
|
New
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$27.4M
|
-$52.1K
|
-2,007
|
-0.2%
|
|
|
12
|
Eastern Bank
Boston,
Massachusetts
|
$25.2M
|
+$59.3K
|
+2,284
|
+0.2%
|
|
|
13
|
Financial Consulate
Hunt Valley,
Maryland
|
$24.1M
|
+$2.76M
|
+106,076
|
+13%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$21.3M
|
-$426K
|
-16,397
|
-2%
|
|
|
15
|
Lodestar Private Asset Management
Alamo,
California
|
$20.3M
|
-$973K
|
-37,461
|
-5%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$19.7M
|
+$385K
|
+14,810
|
+2%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$18.6M
|
-$953K
|
-36,696
|
-5%
|
|
|
18
|
Cobblestone Capital Advisors
Rochester,
New York
|
$14.3M
|
-$780K
|
-30,031
|
-5%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$497K
|
+19,133
|
+4%
|
|
|
20
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.5M
|
+$120K
|
+4,606
|
+1%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$9.55M
|
-$854K
|
-32,883
|
-8%
|
|
|
22
|
|
$8.89M
|
+$373K
|
+14,364
|
+4%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.7M
|
+$296K
|
+11,378
|
+4%
|
|
|
24
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$8.46M
|
+$71K
|
+2,735
|
+0.9%
|
|
|
25
|
State Street
Boston,
Massachusetts
|
$8.23M
|
-$1.66K
|
-64
|
-0%
|
|
