|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$107M
|
-$8.9M
|
-294,987
|
-7%
|
|
|
2
|
|
$12.9M
|
+$1.83M
|
+60,505
|
+16%
|
|
|
3
|
|
$10.5M
|
+$7.05M
|
+233,662
|
+193%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.87M
|
+$3.07M
|
+101,722
|
+44%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.42M
|
+$3.47M
|
+115,125
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.56M
|
+$1.49M
|
+49,255
|
+133%
|
|
|
7
|
Money Design
Tokyo,
Japan
|
$2.09M
|
+$109K
|
+3,627
|
+5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.63M
|
+$7.09K
|
+235
|
+0.4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.46M
|
-$255K
|
-8,454
|
-15%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$973K
|
+$244K
|
+8,088
|
+33%
|
|
|
11
|
|
$911K
|
+$331K
|
+10,984
|
+56%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$756K
|
-$6.46K
|
-214
|
-0.8%
|
|
|
13
|
Navis Wealth Advisors
Rye Brook,
New York
|
$726K
|
-$71.6K
|
-2,372
|
-9%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$725K
|
-$508K
|
-16,852
|
-41%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$475K
|
+$16.3K
|
+541
|
+4%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$449K
|
+$75.4K
|
+2,500
|
+20%
|
|
|
17
|
Wealthfront Advisers
Palo Alto,
California
|
$411K
|
-$1.68M
|
-55,693
|
-80%
|
|
|
18
|
|
$351K
|
+$121K
|
+4,008
|
+51%
|
|
|
19
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$337K
|
+$95.5K
|
+3,166
|
New
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$328K
|
-$39.3K
|
-1,304
|
-11%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$315K
|
–
|
–
|
–
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$291K
|
+$10.3K
|
+341
|
+4%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$291K
|
-$1.51K
|
-50
|
-0.5%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$284K
|
-$61.4K
|
-2,034
|
-18%
|
|
|
25
|
Brown Advisory
Baltimore,
Maryland
|
$274K
|
-$263K
|
-8,710
|
-49%
|
|
