|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$252M
|
-$6.21M
|
-118,601
|
-2%
|
|
|
2
|
Clal Insurance
Tel-Aviv,
Israel
|
$55.6M
|
–
|
–
|
–
|
|
|
3
|
|
$9.06M
|
-$7.02M
|
-134,202
|
-40%
|
|
|
4
|
Money Design
Tokyo,
Japan
|
$5.93M
|
+$1.05M
|
+20,122
|
+18%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.36M
|
+$708K
|
+13,518
|
+13%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.06M
|
+$71.4K
|
+1,364
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.65M
|
-$305K
|
-5,824
|
-9%
|
|
|
8
|
Wealthfront Advisers
Palo Alto,
California
|
$2.37M
|
+$17.4K
|
+333
|
+0.6%
|
|
|
9
|
Dudley & Shanley
Palm Beach,
Florida
|
$2.37M
|
+$2.72M
|
+52,050
|
New
|
|
|
10
|
|
$2.23M
|
+$1.84M
|
+35,240
|
+258%
|
|
|
11
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.98M
|
-$62.6K
|
-1,196
|
-3%
|
|
|
12
|
International Assets Investment Management
Orlando,
Florida
|
$1.77M
|
+$2.42M
|
+46,317
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.45M
|
+$1.67M
|
+31,961
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.45M
|
-$181K
|
-3,458
|
-10%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.16M
|
-$18.7K
|
-358
|
-1%
|
|
|
16
|
Stegent Equity Advisors
Houston,
Texas
|
$1.14M
|
+$1.31M
|
+25,019
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$1.13M
|
+$171K
|
+3,274
|
+15%
|
|
|
18
|
Navis Wealth Advisors
Rye Brook,
New York
|
$1.05M
|
-$748K
|
-14,299
|
-38%
|
|
|
19
|
Brown Advisory
Baltimore,
Maryland
|
$1.03M
|
–
|
–
|
–
|
|
|
20
|
Invictus Private Wealth
Denver,
Colorado
|
$1.03M
|
+$1.18M
|
+22,617
|
New
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$998K
|
-$2.3K
|
-44
|
-0.2%
|
|
|
22
|
Flow Traders U.S.
New York
|
$968K
|
+$1.11M
|
+21,269
|
New
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$926K
|
+$806K
|
+15,393
|
+310%
|
|
|
24
|
Tobias Financial Advisors
Plantation,
Florida
|
$866K
|
+$229K
|
+4,382
|
+30%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$860K
|
+$11.3K
|
+215
|
+1%
|
|
