|
1
|
Bank of America
Charlotte,
North Carolina
|
$203M
|
+$5.74M
|
+197,993
|
+3%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$110M
|
+$2.45M
|
+84,450
|
+2%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$53.6M
|
-$272K
|
-9,371
|
-0.5%
|
|
|
4
|
Avantax Planning Partners
Dubuque,
Iowa
|
$49.3M
|
-$8.71M
|
-300,418
|
-16%
|
|
|
5
|
GLOBALT Investments
Atlanta,
Georgia
|
$46.4M
|
-$2.09M
|
-72,017
|
-5%
|
|
|
6
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$36.7M
|
-$55.6K
|
-1,918
|
-0.2%
|
|
|
7
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$36.1M
|
+$184K
|
+6,349
|
+0.5%
|
|
|
8
|
Pitcairn
Conshohocken,
Pennsylvania
|
$35.6M
|
-$732K
|
-25,228
|
-2%
|
|
|
9
|
|
$34M
|
-$12.4M
|
-425,769
|
-28%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$32.9M
|
-$1.2M
|
-41,322
|
-4%
|
|
|
11
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$24.1M
|
+$270K
|
+9,325
|
+1%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.1M
|
-$1.26M
|
-43,467
|
-5%
|
|
|
13
|
Lodestar Private Asset Management
Alamo,
California
|
$21.6M
|
+$201K
|
+6,913
|
+1%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$21.4M
|
-$35.4K
|
-1,220
|
-0.2%
|
|
|
15
|
|
$19.4M
|
+$769K
|
+26,521
|
+4%
|
|
|
16
|
Clal Insurance
Tel-Aviv,
Israel
|
$18.9M
|
+$18M
|
+621,206
|
New
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$17.1M
|
+$194K
|
+6,671
|
+1%
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$16.9M
|
-$480K
|
-16,537
|
-3%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$16.6M
|
+$663K
|
+22,864
|
+4%
|
|
|
20
|
Cobblestone Capital Advisors
Rochester,
New York
|
$15.6M
|
-$359K
|
-12,386
|
-2%
|
|
|
21
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$12.5M
|
+$11.9M
|
+409,770
|
New
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.6M
|
+$217K
|
+7,466
|
+2%
|
|
|
23
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.5M
|
-$247K
|
-8,512
|
-2%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$11.4M
|
+$581K
|
+20,041
|
+6%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
-$15.2M
|
-524,012
|
-59%
|
|
