|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$403M
|
+$6.4M
|
+89,280
|
+1%
|
|
|
2
|
Clal Insurance
Tel-Aviv,
Israel
|
$84.1M
|
–
|
–
|
–
|
|
|
3
|
|
$16.2M
|
+$6.07M
|
+84,687
|
+50%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.2M
|
+$13.9M
|
+194,037
|
+1,595%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.98M
|
-$952K
|
-13,278
|
-8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.38M
|
-$31.6K
|
-441
|
-0.3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.06M
|
+$7.47M
|
+104,203
|
+485%
|
|
|
8
|
ERn Financial LLC
Middleton,
Wisconsin
|
$5.4M
|
+$1.23M
|
+17,114
|
+26%
|
|
|
9
|
Money Design
Tokyo,
Japan
|
$5.34M
|
+$5.96M
|
+83,116
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$5.33M
|
+$333K
|
+4,638
|
+6%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.32M
|
-$151K
|
-2,109
|
-3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.17M
|
+$85.6K
|
+1,194
|
+2%
|
|
|
13
|
Wealthfront Advisers
Palo Alto,
California
|
$3.99M
|
+$2.15M
|
+29,958
|
+93%
|
|
|
14
|
|
$3.74M
|
-$701K
|
-9,780
|
-14%
|
|
|
15
|
Navis Wealth Advisors
Rye Brook,
New York
|
$2.85M
|
+$519K
|
+7,234
|
+19%
|
|
|
16
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.59M
|
–
|
–
|
–
|
|
|
17
|
PFG Advisors
Phoenix,
Arizona
|
$2.57M
|
+$263K
|
+3,667
|
+10%
|
|
|
18
|
Brown Advisory
Baltimore,
Maryland
|
$1.61M
|
–
|
–
|
–
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.58M
|
+$26K
|
+362
|
+1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.53M
|
+$30.4K
|
+424
|
+2%
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
$1.39M
|
-$27.2K
|
-380
|
-2%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$1.29M
|
+$49K
|
+683
|
+4%
|
|
|
23
|
Kings Point Capital Management
Great Neck,
New York
|
$1.24M
|
+$685K
|
+9,558
|
+97%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$1.21M
|
+$1.35M
|
+18,884
|
New
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.05M
|
+$247K
|
+3,449
|
+27%
|
|
