|
1
|
Bank of America
Charlotte,
North Carolina
|
$183M
|
-$8.4M
|
-296,378
|
-4%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$100M
|
+$3.78M
|
+133,251
|
+4%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$54.4M
|
-$1.79M
|
-63,174
|
-3%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$50.1M
|
+$556K
|
+19,635
|
+1%
|
|
|
5
|
GLOBALT Investments
Atlanta,
Georgia
|
$45.2M
|
-$926K
|
-32,675
|
-2%
|
|
|
6
|
|
$43.6M
|
-$10.5M
|
-369,217
|
-19%
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
$37.9M
|
–
|
–
|
–
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$34.2M
|
+$747K
|
+26,364
|
+2%
|
|
|
9
|
Pitcairn
Conshohocken,
Pennsylvania
|
$33.9M
|
-$160K
|
-5,652
|
-0.5%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$33.4M
|
-$535K
|
-18,864
|
-2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$31.7M
|
+$1.31M
|
+46,059
|
+4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.2M
|
-$825K
|
-29,113
|
-3%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.6M
|
-$2.17M
|
-76,737
|
-8%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$22.1M
|
+$21.5K
|
+758
|
+0.1%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$20M
|
+$241K
|
+8,516
|
+1%
|
|
|
16
|
Lodestar Private Asset Management
Alamo,
California
|
$19.9M
|
+$17.2K
|
+608
|
+0.1%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.6M
|
+$10M
|
+353,554
|
+135%
|
|
|
18
|
|
$17.3M
|
+$2.88M
|
+101,795
|
+20%
|
|
|
19
|
Sequoia Financial Advisors
Akron,
Ohio
|
$16.2M
|
-$2.17M
|
-76,400
|
-12%
|
|
|
20
|
Eastern Bank
Boston,
Massachusetts
|
$15.8M
|
-$1.76K
|
-62
|
-0%
|
|
|
21
|
Cobblestone Capital Advisors
Rochester,
New York
|
$14.9M
|
-$358K
|
-12,636
|
-2%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$14.8M
|
+$943K
|
+33,259
|
+7%
|
|
|
23
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11M
|
-$338K
|
-11,911
|
-3%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.6M
|
+$206K
|
+7,286
|
+2%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
+$602K
|
+21,259
|
+6%
|
|
