|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$55.4M
|
-$272K
|
-15,203
|
-0.5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$48.5M
|
-$1.71M
|
-95,336
|
-3%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$17M
|
+$1.59M
|
+88,933
|
+10%
|
|
|
4
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$7.72M
|
+$393K
|
+21,956
|
+5%
|
|
|
5
|
NBW Capital
Boston,
Massachusetts
|
$4.88M
|
-$75.8K
|
-4,239
|
-1%
|
|
|
6
|
IMC Chicago
Chicago,
Illinois
|
$3.75M
|
+$812K
|
+45,409
|
+27%
|
|
|
7
|
MAI Capital Management
Independence,
Ohio
|
$3.7M
|
+$179
|
+10
|
+0%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.23M
|
-$65.9K
|
-3,684
|
-2%
|
|
|
9
|
MBL Wealth
Charlotte,
North Carolina
|
$1.8M
|
-$192K
|
-10,739
|
-9%
|
|
|
10
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$581K
|
–
|
–
|
–
|
|
|
11
|
Diversified Trust
Memphis,
Tennessee
|
$498K
|
-$121K
|
-6,736
|
-19%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$488K
|
+$447
|
+25
|
+0.1%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$447K
|
+$144K
|
+8,060
|
+45%
|
|
|
14
|
|
$444K
|
-$17.9K
|
-1,000
|
-4%
|
|
|
15
|
Covington Capital Management
Los Angeles,
California
|
$425K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$286K
|
-$20.2K
|
-1,130
|
-6%
|
|
|
17
|
Neuberger Berman Group
New York
|
$267K
|
–
|
–
|
–
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$171K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$67K
|
+$69.6K
|
+3,891
|
New
|
|
|
20
|
American National Bank & Trust
Wichita Falls,
Texas
|
$66K
|
–
|
–
|
–
|
|
|
21
|
|
$41K
|
+$22.4K
|
+1,254
|
+115%
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$31K
|
–
|
–
|
–
|
|
|
23
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$25K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
–
|
–
|
–
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$8K
|
–
|
–
|
–
|
|
