|
1
|
Bank of America
Charlotte,
North Carolina
|
$323M
|
-$56.8M
|
-1,505,777
|
-15%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$168M
|
+$4.4M
|
+116,680
|
+3%
|
|
|
3
|
Merit Financial Group
Alpharetta,
Georgia
|
$128M
|
+$11.4M
|
+302,582
|
+9%
|
|
|
4
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$119M
|
+$76.3M
|
+2,025,000
|
+164%
|
|
|
5
|
Avantax Planning Partners
Dubuque,
Iowa
|
$84.2M
|
+$1.35M
|
+35,798
|
+2%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$65.7M
|
+$1.55M
|
+41,130
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$61.3M
|
+$1.1M
|
+29,249
|
+2%
|
|
|
8
|
|
$58.5M
|
+$60.3M
|
+1,600,000
|
New
|
|
|
9
|
GLOBALT Investments
Atlanta,
Georgia
|
$54M
|
+$2.42M
|
+64,182
|
+5%
|
|
|
10
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$43.5M
|
+$422K
|
+11,187
|
+1%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$37.4M
|
+$5.65M
|
+149,741
|
+17%
|
|
|
12
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$36.2M
|
+$87.1K
|
+2,309
|
+0.2%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$32.2M
|
-$7.31M
|
-193,904
|
-18%
|
|
|
14
|
Lodestar Private Asset Management
Alamo,
California
|
$31.4M
|
+$867K
|
+22,990
|
+3%
|
|
|
15
|
|
$29.9M
|
+$7M
|
+185,745
|
+29%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.9M
|
+$4.81M
|
+127,631
|
+21%
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$23.6M
|
+$3.42M
|
+90,594
|
+16%
|
|
|
18
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$23.3M
|
-$1.41M
|
-37,307
|
-6%
|
|
|
19
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$22.6M
|
+$560K
|
+14,850
|
+2%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$21.8M
|
+$541K
|
+14,360
|
+2%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.9M
|
-$2.11M
|
-56,019
|
-9%
|
|
|
22
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$16.4M
|
+$577K
|
+15,293
|
+4%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$16.2M
|
+$103K
|
+2,731
|
+0.6%
|
|
|
24
|
Clal Insurance
Tel-Aviv,
Israel
|
$16.1M
|
-$2.91M
|
-77,220
|
-15%
|
|
|
25
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$15.6M
|
-$205K
|
-5,425
|
-1%
|
|
