|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$410M
|
+$5.73M
|
+81,798
|
+1%
|
|
|
2
|
Clal Insurance
Tel-Aviv,
Israel
|
$86.7M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
+$921K
|
+13,151
|
+8%
|
|
|
4
|
|
$11.1M
|
+$430K
|
+6,132
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$9.7M
|
+$856K
|
+12,216
|
+9%
|
|
|
6
|
Millennium Management
New York
|
$8.75M
|
+$220K
|
+3,136
|
+2%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$5.19M
|
+$1.01M
|
+14,450
|
+23%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.6M
|
+$177K
|
+2,520
|
+4%
|
|
|
9
|
|
$4.5M
|
+$2.98M
|
+42,545
|
+167%
|
|
|
10
|
ERn Financial LLC
Middleton,
Wisconsin
|
$4.43M
|
+$4.7M
|
+67,041
|
New
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.22M
|
-$324K
|
-4,625
|
-7%
|
|
|
12
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.67M
|
–
|
–
|
–
|
|
|
13
|
MRA Advisory Group
Parsippany,
New Jersey
|
$2.64M
|
+$154K
|
+2,197
|
+6%
|
|
|
14
|
Navis Wealth Advisors
Rye Brook,
New York
|
$2.46M
|
-$33.4K
|
-476
|
-1%
|
|
|
15
|
PFG Advisors
Phoenix,
Arizona
|
$2.41M
|
+$598K
|
+8,528
|
+31%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$2.26M
|
-$169K
|
-2,405
|
-7%
|
|
|
17
|
Wealthfront Advisers
Palo Alto,
California
|
$2.13M
|
+$2.26M
|
+32,275
|
New
|
|
|
18
|
Flow Traders U.S.
New York
|
$1.94M
|
+$2.05M
|
+29,326
|
New
|
|
|
19
|
Brown Advisory
Baltimore,
Maryland
|
$1.66M
|
-$33.4K
|
-476
|
-2%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.6M
|
+$84.6K
|
+1,207
|
+5%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.55M
|
+$159K
|
+2,268
|
+11%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$1.46M
|
+$146K
|
+2,079
|
+10%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$1.42M
|
-$1.32M
|
-18,821
|
-47%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$1.28M
|
+$259K
|
+3,700
|
+24%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.1M
|
-$561K
|
-8,010
|
-33%
|
|
