|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$96.2M
|
-$10.8M
|
-371,451
|
-10%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.95M
|
+$606K
|
+20,854
|
+6%
|
|
|
3
|
|
$4.51M
|
+$4.63M
|
+159,281
|
+17,698%
|
|
|
4
|
|
$3.92M
|
-$6.27M
|
-215,533
|
-61%
|
|
|
5
|
Millennium Management
New York
|
$2.82M
|
+$2.91M
|
+100,000
|
New
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$1.87M
|
+$1.53M
|
+52,649
|
+380%
|
|
|
7
|
|
$1.81M
|
+$975K
|
+33,544
|
+109%
|
|
|
8
|
Money Design
Tokyo,
Japan
|
$1.68M
|
-$311K
|
-10,697
|
-15%
|
|
|
9
|
|
$1.41M
|
+$1.45M
|
+50,000
|
New
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.38M
|
-$168K
|
-5,766
|
-11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.34M
|
-$45.4K
|
-1,560
|
-3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$877K
|
-$47.3K
|
-1,627
|
-5%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$741K
|
+$24.1K
|
+830
|
+3%
|
|
|
14
|
Navis Wealth Advisors
Rye Brook,
New York
|
$631K
|
-$59.8K
|
-2,056
|
-8%
|
|
|
15
|
GTS Securities
Miami,
Florida
|
$397K
|
+$202K
|
+6,956
|
+98%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$356K
|
-$72.7K
|
-2,499
|
-17%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$330K
|
+$32K
|
+1,100
|
+10%
|
|
|
18
|
Trillium Asset Management
Boston,
Massachusetts
|
$282K
|
+$291K
|
+10,000
|
New
|
|
|
19
|
Callan Capital
La Jolla,
California
|
$257K
|
+$266K
|
+9,141
|
New
|
|
|
20
|
Freedom Investment Management
Hartford,
Connecticut
|
$246K
|
+$51.3K
|
+1,765
|
+25%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$239K
|
-$31.8K
|
-1,095
|
-11%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$227K
|
-$50.8K
|
-1,746
|
-18%
|
|
|
23
|
Tempus Wealth Planning
Irvine,
California
|
$222K
|
-$36.6K
|
-1,259
|
-14%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$216K
|
+$200K
|
+6,870
|
+859%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$210K
|
+$217K
|
+7,456
|
New
|
|
