|
1
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
-$51.3M
|
-1,882,345
|
-22%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$96.5M
|
+$6.73M
|
+246,680
|
+8%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$56.3M
|
-$6.7M
|
-245,572
|
-11%
|
|
|
4
|
|
$54.3M
|
+$35.9M
|
+1,316,533
|
+221%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$49.7M
|
+$6.98M
|
+256,111
|
+17%
|
|
|
6
|
GLOBALT Investments
Atlanta,
Georgia
|
$46.3M
|
-$1.06M
|
-38,734
|
-2%
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
$37.8M
|
–
|
–
|
–
|
|
|
8
|
Pitcairn
Conshohocken,
Pennsylvania
|
$34.1M
|
-$18.1K
|
-663
|
-0.1%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$34.1M
|
-$10.8M
|
-397,276
|
-25%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$33.6M
|
+$1.94M
|
+71,305
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$30.5M
|
-$10.9M
|
-399,899
|
-27%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.1M
|
+$15.2M
|
+556,067
|
+153%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.9M
|
-$1.05M
|
-38,438
|
-4%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$22.2M
|
+$43.6K
|
+1,600
|
+0.2%
|
|
|
15
|
Lodestar Private Asset Management
Alamo,
California
|
$20M
|
+$182K
|
+6,684
|
+1%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$19.8M
|
-$1.05M
|
-38,387
|
-5%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$18.4M
|
-$373K
|
-13,686
|
-2%
|
|
|
18
|
Eastern Bank
Boston,
Massachusetts
|
$15.8M
|
-$11.1M
|
-406,200
|
-42%
|
|
|
19
|
Cobblestone Capital Advisors
Rochester,
New York
|
$15.3M
|
-$248K
|
-9,105
|
-2%
|
|
|
20
|
|
$14.5M
|
+$3.43M
|
+125,860
|
+33%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$13.9M
|
+$13.3M
|
+488,421
|
New
|
|
|
22
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.3M
|
-$361K
|
-13,254
|
-3%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$11.1M
|
+$10.7M
|
+392,164
|
New
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.4M
|
+$395K
|
+14,482
|
+4%
|
|
|
25
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$9.93M
|
-$119K
|
-4,372
|
-1%
|
|
