|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$399M
|
+$615K
|
+10,905
|
+0.2%
|
|
|
2
|
Clal Insurance
Tel-Aviv,
Israel
|
$83M
|
–
|
–
|
–
|
|
|
3
|
|
$12.4M
|
-$3.23M
|
-57,240
|
-23%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$9.15M
|
+$1.06M
|
+18,805
|
+15%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.51M
|
-$2.09M
|
-37,004
|
-24%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.37M
|
+$5.67M
|
+100,620
|
New
|
|
|
7
|
Money Design
Tokyo,
Japan
|
$6.32M
|
+$940K
|
+16,666
|
+20%
|
|
|
8
|
ERn Financial LLC
Middleton,
Wisconsin
|
$6.17M
|
+$751K
|
+13,313
|
+16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.14M
|
-$3.67M
|
-65,106
|
-45%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.05M
|
+$831K
|
+14,743
|
+23%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$4.89M
|
-$327K
|
-5,802
|
-7%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.73M
|
+$416K
|
+7,375
|
+11%
|
|
|
13
|
PFG Advisors
Phoenix,
Arizona
|
$2.72M
|
+$165K
|
+2,927
|
+7%
|
|
|
14
|
Navis Wealth Advisors
Rye Brook,
New York
|
$2.48M
|
-$298K
|
-5,276
|
-12%
|
|
|
15
|
Wealthfront Advisers
Palo Alto,
California
|
$1.92M
|
-$1.8M
|
-31,933
|
-51%
|
|
|
16
|
Brown Advisory
Baltimore,
Maryland
|
$1.56M
|
-$18.3K
|
-325
|
-1%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.48M
|
-$10.3M
|
-182,802
|
-89%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.46M
|
+$232K
|
+4,110
|
+22%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.45M
|
-$101K
|
-1,793
|
-7%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$1.34M
|
+$65.7K
|
+1,165
|
+6%
|
|
|
21
|
Kings Point Capital Management
Great Neck,
New York
|
$1.24M
|
+$11.1K
|
+197
|
+1%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$1.24M
|
-$126K
|
-2,234
|
-10%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.22M
|
+$177K
|
+3,136
|
+19%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$995K
|
-$464K
|
-8,230
|
-34%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$958K
|
+$42K
|
+745
|
+5%
|
|
