|
1
|
Wells Fargo
San Francisco,
California
|
$49.6M
|
-$2.82M
|
-150,092
|
-5%
|
|
|
2
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$45.9M
|
-$955K
|
-50,824
|
-2%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$20.3M
|
+$1.92M
|
+102,144
|
+10%
|
|
|
4
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$9.76M
|
+$1.4M
|
+74,651
|
+17%
|
|
|
5
|
NBW Capital
Boston,
Massachusetts
|
$4.74M
|
-$539K
|
-28,691
|
-10%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.43M
|
-$53.7K
|
-2,857
|
-2%
|
|
|
7
|
MAI Capital Management
Independence,
Ohio
|
$3.34M
|
-$671K
|
-35,728
|
-17%
|
|
|
8
|
MBL Wealth
Charlotte,
North Carolina
|
$1.39M
|
-$566K
|
-30,124
|
-29%
|
|
|
9
|
IMC Chicago
Chicago,
Illinois
|
$809K
|
-$3.25M
|
-172,912
|
-80%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$642K
|
+$159K
|
+8,448
|
+33%
|
|
|
11
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$595K
|
-$34K
|
-1,810
|
-5%
|
|
|
12
|
Diversified Trust
Memphis,
Tennessee
|
$537K
|
-$2.07K
|
-110
|
-0.4%
|
|
|
13
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$512K
|
-$15.1K
|
-806
|
-3%
|
|
|
14
|
|
$499K
|
+$18.8K
|
+1,000
|
+4%
|
|
|
15
|
|
$460K
|
+$460K
|
+24,508
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$309K
|
–
|
–
|
–
|
|
|
17
|
Neuberger Berman Group
New York
|
$289K
|
–
|
–
|
–
|
|
|
18
|
Colony Group
Boston,
Massachusetts
|
$223K
|
+$223K
|
+11,875
|
New
|
|
|
19
|
First Horizon Advisors
Memphis,
Tennessee
|
$184K
|
–
|
–
|
–
|
|
|
20
|
|
$161K
|
+$117K
|
+6,246
|
+266%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$85.5K
|
+$12.6K
|
+668
|
+17%
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$34K
|
–
|
–
|
–
|
|
|
23
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$27K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
–
|
–
|
–
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$8K
|
–
|
–
|
–
|
|
