|
1
|
Bank of America
Charlotte,
North Carolina
|
$371M
|
+$75.9M
|
+2,143,714
|
+26%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$160M
|
+$15M
|
+424,490
|
+11%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$114M
|
+$13.8M
|
+390,436
|
+14%
|
|
|
4
|
Avantax Planning Partners
Dubuque,
Iowa
|
$81.3M
|
-$3.59M
|
-101,444
|
-4%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$63M
|
+$1.21M
|
+34,244
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$59.1M
|
+$3.87M
|
+109,282
|
+7%
|
|
|
7
|
GLOBALT Investments
Atlanta,
Georgia
|
$50.7M
|
-$148K
|
-4,183
|
-0.3%
|
|
|
8
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$44.4M
|
+$26.4M
|
+744,900
|
+152%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$42.3M
|
+$706K
|
+19,931
|
+2%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$38.6M
|
-$1.98M
|
-55,795
|
-5%
|
|
|
11
|
3EDGE Asset Management
Naples,
Florida
|
$37M
|
+$9.73M
|
+274,957
|
+37%
|
|
|
12
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$36.1M
|
+$35.6M
|
+1,004,300
|
New
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$31.3M
|
+$3.92M
|
+110,640
|
+15%
|
|
|
14
|
Lodestar Private Asset Management
Alamo,
California
|
$30M
|
+$1.24M
|
+35,085
|
+4%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$24.2M
|
-$364K
|
-10,274
|
-2%
|
|
|
16
|
|
$22.7M
|
+$263K
|
+7,431
|
+1%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22.5M
|
+$16.5M
|
+467,304
|
+293%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.9M
|
-$1.19M
|
-33,719
|
-5%
|
|
|
19
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$21.6M
|
+$735K
|
+20,749
|
+4%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$20.9M
|
+$764K
|
+21,570
|
+4%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$19.9M
|
-$164K
|
-4,628
|
-0.8%
|
|
|
22
|
Clal Insurance
Tel-Aviv,
Israel
|
$18.5M
|
–
|
–
|
–
|
|
|
23
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$17.5M
|
+$300K
|
+8,472
|
+2%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.5M
|
-$1.22M
|
-34,585
|
-7%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$15.8M
|
+$764K
|
+21,583
|
+5%
|
|
