|
1
|
Bank of America
Charlotte,
North Carolina
|
$234M
|
+$47.1M
|
+1,848,545
|
+27%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$85.2M
|
-$890K
|
-34,942
|
-1%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$60.3M
|
+$16.6M
|
+650,295
|
+41%
|
|
|
4
|
GLOBALT Investments
Atlanta,
Georgia
|
$45.1M
|
+$42.5M
|
+1,668,680
|
New
|
|
|
5
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$43.2M
|
+$1.21M
|
+47,615
|
+3%
|
|
|
6
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$41.9M
|
+$1.71M
|
+67,011
|
+5%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$40.4M
|
+$753K
|
+29,558
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$39.9M
|
+$1.61M
|
+63,345
|
+4%
|
|
|
9
|
Pitcairn
Conshohocken,
Pennsylvania
|
$32.5M
|
-$21.3M
|
-837,336
|
-41%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$30M
|
+$292K
|
+11,472
|
+1%
|
|
|
11
|
Eastern Bank
Boston,
Massachusetts
|
$26M
|
+$5.5K
|
+216
|
+0%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.7M
|
-$1.65M
|
-64,639
|
-6%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$21.1M
|
-$559K
|
-21,961
|
-3%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$19.9M
|
-$427K
|
-16,771
|
-2%
|
|
|
15
|
Lodestar Private Asset Management
Alamo,
California
|
$18.8M
|
-$1.15M
|
-45,159
|
-6%
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.9M
|
-$993K
|
-39,001
|
-6%
|
|
|
17
|
|
$16.1M
|
-$17.2M
|
-674,535
|
-53%
|
|
|
18
|
Cobblestone Capital Advisors
Rochester,
New York
|
$14.8M
|
+$107K
|
+4,199
|
+0.8%
|
|
|
19
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.2M
|
+$137K
|
+5,378
|
+1%
|
|
|
20
|
|
$10.4M
|
+$94.2K
|
+3,699
|
+1%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$9.98M
|
+$345K
|
+13,540
|
+4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.82M
|
-$1.64M
|
-64,503
|
-15%
|
|
|
23
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$9.57M
|
+$684K
|
+26,852
|
+8%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.54M
|
+$529K
|
+20,773
|
+6%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$8.36M
|
+$564K
|
+22,140
|
+8%
|
|
