|
1
|
Bank of America
Charlotte,
North Carolina
|
$224M
|
-$50.7M
|
-1,731,425
|
-19%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$114M
|
+$3.38M
|
+115,211
|
+3%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$61.4M
|
+$4.46M
|
+152,134
|
+8%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$54.9M
|
+$1.47M
|
+50,166
|
+3%
|
|
|
5
|
GLOBALT Investments
Atlanta,
Georgia
|
$43.5M
|
-$804K
|
-27,448
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$39M
|
-$1.83M
|
-62,541
|
-5%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$35.1M
|
-$760K
|
-25,915
|
-2%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$33.8M
|
-$204K
|
-6,962
|
-0.6%
|
|
|
9
|
Pitcairn
Conshohocken,
Pennsylvania
|
$30.9M
|
-$2.01M
|
-68,522
|
-6%
|
|
|
10
|
|
$24.7M
|
+$20.6M
|
+702,306
|
+527%
|
|
|
11
|
|
$23.3M
|
+$3.69M
|
+125,730
|
+19%
|
|
|
12
|
Clal Insurance
Tel-Aviv,
Israel
|
$23.1M
|
+$317K
|
+10,800
|
+1%
|
|
|
13
|
Lodestar Private Asset Management
Alamo,
California
|
$22.1M
|
+$193K
|
+6,573
|
+0.9%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$21M
|
-$1.83M
|
-62,355
|
-8%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$20.4M
|
-$185K
|
-6,325
|
-0.9%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.2M
|
+$694K
|
+23,673
|
+4%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.7M
|
-$2.18M
|
-74,361
|
-11%
|
|
|
18
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$16.8M
|
+$2.14M
|
+72,855
|
+15%
|
|
|
19
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$16.1M
|
+$11M
|
+374,364
|
+220%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.6M
|
-$479K
|
-16,329
|
-3%
|
|
|
21
|
Cobblestone Capital Advisors
Rochester,
New York
|
$14.8M
|
-$298K
|
-10,151
|
-2%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$13.8M
|
+$2.13M
|
+72,575
|
+19%
|
|
|
23
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$13.7M
|
+$13.6M
|
+463,164
|
New
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$12.6M
|
+$12.4M
|
+423,520
|
New
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.5M
|
+$566K
|
+19,322
|
+5%
|
|
