|
1
|
Bank of America
Charlotte,
North Carolina
|
$260M
|
+$76.5M
|
+2,618,048
|
+39%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$105M
|
+$3.7M
|
+126,689
|
+4%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$53.7M
|
+$8.84M
|
+302,339
|
+19%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$50.5M
|
+$1.33M
|
+45,663
|
+3%
|
|
|
5
|
GLOBALT Investments
Atlanta,
Georgia
|
$41.8M
|
-$816K
|
-27,907
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$38.6M
|
+$8.85M
|
+302,967
|
+28%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$33.9M
|
+$242K
|
+8,277
|
+0.7%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$32.1M
|
-$1.13M
|
-38,723
|
-3%
|
|
|
9
|
Pitcairn
Conshohocken,
Pennsylvania
|
$31.1M
|
-$1.72M
|
-58,777
|
-5%
|
|
|
10
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$21.6M
|
-$503K
|
-17,214
|
-2%
|
|
|
11
|
Clal Insurance
Tel-Aviv,
Israel
|
$21.5M
|
+$4.37M
|
+149,418
|
+24%
|
|
|
12
|
Lodestar Private Asset Management
Alamo,
California
|
$20.7M
|
+$865K
|
+29,598
|
+4%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$19.4M
|
-$255K
|
-8,728
|
-1%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.8M
|
-$3.43M
|
-117,429
|
-15%
|
|
|
15
|
|
$18.5M
|
+$726K
|
+24,835
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$6.55M
|
+224,242
|
+61%
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$15.8M
|
+$13.6K
|
+465
|
+0.1%
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.2M
|
-$343K
|
-11,732
|
-2%
|
|
|
19
|
Cobblestone Capital Advisors
Rochester,
New York
|
$14.3M
|
-$58.7K
|
-2,010
|
-0.4%
|
|
|
20
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$13.9M
|
-$1.41M
|
-48,378
|
-9%
|
|
|
21
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$11.5M
|
+$5.5M
|
+188,264
|
+85%
|
|
|
22
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$11.4M
|
–
|
–
|
–
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.3M
|
+$631K
|
+21,577
|
+6%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$11M
|
+$542K
|
+18,546
|
+5%
|
|
|
25
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$10.7M
|
+$84.8K
|
+2,901
|
+0.8%
|
|
