|
1
|
Bank of America
Charlotte,
North Carolina
|
$257M
|
+$8.9M
|
+289,313
|
+4%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$126M
|
-$316K
|
-10,278
|
-0.3%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$78.2M
|
+$9.84M
|
+319,964
|
+15%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$54M
|
-$6.26M
|
-203,583
|
-11%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$47.8M
|
+$4.46M
|
+145,213
|
+11%
|
|
|
6
|
GLOBALT Investments
Atlanta,
Georgia
|
$47M
|
-$937K
|
-30,478
|
-2%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$37.5M
|
-$1.24M
|
-40,179
|
-3%
|
|
|
8
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$37.3M
|
-$29.3K
|
-954
|
-0.1%
|
|
|
9
|
Lodestar Private Asset Management
Alamo,
California
|
$25.6M
|
+$1.17M
|
+37,961
|
+5%
|
|
|
10
|
Clal Insurance
Tel-Aviv,
Israel
|
$25.5M
|
–
|
–
|
–
|
|
|
11
|
Pitcairn
Conshohocken,
Pennsylvania
|
$24.2M
|
-$9.26M
|
-301,222
|
-29%
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$23.1M
|
-$159K
|
-5,164
|
-0.7%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$22.4M
|
-$77.4K
|
-2,517
|
-0.4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.2M
|
+$112K
|
+3,637
|
+0.6%
|
|
|
15
|
|
$20M
|
-$5.4M
|
-175,763
|
-22%
|
|
|
16
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$19.1M
|
+$18M
|
+584,073
|
New
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.7M
|
-$895K
|
-29,099
|
-5%
|
|
|
18
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$18.6M
|
-$16.1K
|
-524
|
-0.1%
|
|
|
19
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$18M
|
+$238K
|
+7,736
|
+1%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$15.9M
|
+$638K
|
+20,740
|
+4%
|
|
|
21
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$15.5M
|
+$377K
|
+12,277
|
+3%
|
|
|
22
|
Cobblestone Capital Advisors
Rochester,
New York
|
$15.2M
|
-$1.14M
|
-37,211
|
-7%
|
|
|
23
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$15M
|
+$1.08M
|
+35,000
|
+8%
|
|
|
24
|
3EDGE Asset Management
Naples,
Florida
|
$14.9M
|
+$9.58M
|
+311,736
|
+215%
|
|
|
25
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$14.1M
|
+$643K
|
+20,910
|
+5%
|
|
