|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$58.5M
|
-$1.06M
|
-54,923
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$51M
|
-$1.65M
|
-85,977
|
-3%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$11.2M
|
+$361K
|
+18,787
|
+3%
|
|
|
4
|
NBW Capital
Boston,
Massachusetts
|
$4.95M
|
+$206K
|
+10,692
|
+4%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.41M
|
-$58.7K
|
-3,053
|
-2%
|
|
|
6
|
MAI Capital Management
Independence,
Ohio
|
$1.95M
|
-$1.18M
|
-61,537
|
-39%
|
|
|
7
|
IMC Chicago
Chicago,
Illinois
|
$1.32M
|
-$1.23M
|
-63,857
|
-49%
|
|
|
8
|
MBL Wealth
Charlotte,
North Carolina
|
$1.12M
|
+$24.4K
|
+1,270
|
+2%
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$574K
|
+$33.3K
|
+1,731
|
+6%
|
|
|
10
|
|
$528K
|
–
|
–
|
–
|
|
|
11
|
Diversified Trust
Memphis,
Tennessee
|
$523K
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$510K
|
-$2.2M
|
-114,179
|
-82%
|
|
|
13
|
|
$487K
|
–
|
–
|
–
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$485K
|
-$19.2M
|
-996,000
|
-98%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$467K
|
-$1.71M
|
-88,754
|
-79%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$345K
|
–
|
–
|
–
|
|
|
17
|
Neuberger Berman Group
New York
|
$306K
|
–
|
–
|
–
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$184K
|
-$10.8K
|
-564
|
-6%
|
|
|
19
|
|
$171K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84K
|
-$10.4K
|
-541
|
-11%
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$35.8K
|
–
|
–
|
–
|
|
|
22
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$28.6K
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$5.13K
|
–
|
–
|
–
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$20
|
–
|
–
|
–
|
|
|
25
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$917K
|
-48,094
|
Closed
|
|
