|
1
|
Bank of America
Charlotte,
North Carolina
|
$170M
|
+$12M
|
+463,036
|
+7%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$79.3M
|
+$87K
|
+3,362
|
+0.1%
|
|
|
3
|
Pitcairn
Conshohocken,
Pennsylvania
|
$50.8M
|
+$120K
|
+4,635
|
+0.2%
|
|
|
4
|
Synovus Financial
Columbus,
Georgia
|
$44.5M
|
-$1.36M
|
-52,428
|
-3%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$39.3M
|
+$1.63M
|
+62,908
|
+4%
|
|
|
6
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$38.6M
|
-$411K
|
-15,878
|
-1%
|
|
|
7
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$36.9M
|
+$6.62M
|
+255,971
|
+21%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$36.4M
|
+$30.1M
|
+1,161,518
|
+384%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$35.1M
|
+$4.89M
|
+188,812
|
+15%
|
|
|
10
|
|
$31.6M
|
-$7.72M
|
-298,264
|
-19%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$27.3M
|
+$1.34M
|
+51,723
|
+5%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.2M
|
+$25.9M
|
+1,001,883
|
+8,251%
|
|
|
13
|
Eastern Bank
Boston,
Massachusetts
|
$24M
|
-$21.2K
|
-820
|
-0.1%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.9M
|
+$15.3M
|
+590,421
|
+209%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$19.9M
|
-$350K
|
-13,541
|
-2%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$18.7M
|
-$36.5K
|
-1,409
|
-0.2%
|
|
|
17
|
Lodestar Private Asset Management
Alamo,
California
|
$18.5M
|
-$859K
|
-33,199
|
-4%
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.4M
|
-$292K
|
-11,291
|
-2%
|
|
|
19
|
Cobblestone Capital Advisors
Rochester,
New York
|
$13.5M
|
-$137K
|
-5,287
|
-1%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
-$504K
|
-19,471
|
-4%
|
|
|
21
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.1M
|
+$104K
|
+4,035
|
+1%
|
|
|
22
|
|
$9.45M
|
+$1.02M
|
+39,246
|
+12%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$8.85M
|
-$251K
|
-9,707
|
-3%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.27M
|
-$16.6K
|
-641
|
-0.2%
|
|
|
25
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$8.15M
|
+$88.4K
|
+3,418
|
+1%
|
|
