|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$258M
|
-$16.1M
|
-369,186
|
-6%
|
|
|
2
|
|
$17.7M
|
+$7.82M
|
+179,164
|
+84%
|
|
|
3
|
|
$6.99M
|
+$5.11M
|
+116,912
|
+310%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.14M
|
-$215K
|
-4,934
|
-4%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$5.03M
|
+$1.83M
|
+41,937
|
+60%
|
|
|
6
|
Dudley & Shanley
Palm Beach,
Florida
|
$4.55M
|
+$2.13M
|
+48,750
|
+94%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.36M
|
+$146K
|
+3,342
|
+4%
|
|
|
8
|
Money Design
Tokyo,
Japan
|
$4.3M
|
-$886K
|
-20,295
|
-18%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.41M
|
-$200K
|
-4,584
|
-8%
|
|
|
10
|
Flow Traders U.S.
New York
|
$2.27M
|
+$328K
|
+7,508
|
+18%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.25M
|
+$2.13M
|
+48,728
|
+27,071%
|
|
|
12
|
ERn Financial LLC
Middleton,
Wisconsin
|
$1.76M
|
-$162K
|
-3,706
|
-9%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.31M
|
+$81.2K
|
+1,859
|
+7%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$1.28M
|
+$20.3K
|
+466
|
+2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.19M
|
-$264K
|
-6,039
|
-19%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.13M
|
-$561K
|
-12,842
|
-34%
|
|
|
17
|
International Assets Investment Management
Orlando,
Florida
|
$1.07M
|
+$1.18M
|
+27,126
|
New
|
|
|
18
|
Navis Wealth Advisors
Rye Brook,
New York
|
$918K
|
+$17.6K
|
+402
|
+2%
|
|
|
19
|
Brown Advisory
Baltimore,
Maryland
|
$894K
|
-$79.3K
|
-1,815
|
-8%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$858K
|
+$5.68K
|
+130
|
+0.7%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$762K
|
-$178K
|
-4,066
|
-19%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$755K
|
+$87
|
+2
|
+0%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$719K
|
+$4.15K
|
+95
|
+0.6%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$705K
|
+$317K
|
+7,253
|
+87%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$666K
|
-$131
|
-3
|
-0%
|
|
