|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$198M
|
-$13.1M
|
-304,709
|
-5%
|
|
|
2
|
|
$12.2M
|
+$7.72M
|
+179,188
|
+116%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.71M
|
+$1.84M
|
+42,601
|
+37%
|
|
|
4
|
|
$5.14M
|
-$10.9M
|
-252,117
|
-64%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.59M
|
+$79K
|
+1,832
|
+2%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$3.29M
|
-$922K
|
-21,389
|
-19%
|
|
|
7
|
Tobias Financial Advisors
Plantation,
Florida
|
$3.07M
|
+$3.36M
|
+77,852
|
+1,274%
|
|
|
8
|
Money Design
Tokyo,
Japan
|
$2.49M
|
-$1.17M
|
-27,026
|
-28%
|
|
|
9
|
Millennium Management
New York
|
$2.15M
|
+$2.53M
|
+58,751
|
New
|
|
|
10
|
Dudley & Shanley
Palm Beach,
Florida
|
$1.97M
|
-$2.02M
|
-46,814
|
-46%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.87M
|
-$92.1K
|
-2,136
|
-4%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.4M
|
+$570K
|
+13,217
|
+53%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
+$5.99K
|
+139
|
+0.5%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.01M
|
+$56.8K
|
+1,318
|
+5%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$1.01M
|
-$28.8K
|
-667
|
-2%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$779K
|
+$918K
|
+21,290
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$765K
|
+$176K
|
+4,079
|
+24%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$706K
|
+$14.4K
|
+333
|
+2%
|
|
|
19
|
ERn Financial LLC
Middleton,
Wisconsin
|
$688K
|
-$871K
|
-20,200
|
-52%
|
|
|
20
|
Navis Wealth Advisors
Rye Brook,
New York
|
$650K
|
-$110K
|
-2,543
|
-13%
|
|
|
21
|
Brown Advisory
Baltimore,
Maryland
|
$649K
|
-$87.8K
|
-2,037
|
-10%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$549K
|
-$38.7K
|
-898
|
-6%
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$539K
|
-$84.5K
|
-1,961
|
-12%
|
|
|
24
|
Colony Group
Boston,
Massachusetts
|
$487K
|
+$120K
|
+2,783
|
+26%
|
|
|
25
|
GTS Securities
Miami,
Florida
|
$468K
|
+$14.5K
|
+336
|
+3%
|
|
