|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$61.7M
|
-$829K
|
-40,244
|
-1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$53M
|
-$1.55M
|
-75,401
|
-3%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$12M
|
+$71.7K
|
+3,480
|
+0.6%
|
|
|
4
|
NBW Capital
Boston,
Massachusetts
|
$5.1M
|
-$185K
|
-8,972
|
-4%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.52M
|
-$122K
|
-5,928
|
-3%
|
|
|
6
|
MAI Capital Management
Independence,
Ohio
|
$2.3M
|
+$212K
|
+10,311
|
+11%
|
|
|
7
|
MBL Wealth
Charlotte,
North Carolina
|
$1.2M
|
+$6.28K
|
+305
|
+0.5%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$721K
|
+$170K
|
+8,263
|
+32%
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$618K
|
+$4.12K
|
+200
|
+0.7%
|
|
|
10
|
IMC Chicago
Chicago,
Illinois
|
$590K
|
-$795K
|
-38,626
|
-58%
|
|
|
11
|
Diversified Trust
Memphis,
Tennessee
|
$559K
|
-$1.03K
|
-50
|
-0.2%
|
|
|
12
|
|
$554K
|
-$10.3K
|
-500
|
-2%
|
|
|
13
|
|
$521K
|
–
|
–
|
–
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$457K
|
-$59.2K
|
-2,875
|
-12%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$359K
|
-$136K
|
-6,591
|
-28%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$353K
|
-$14.6K
|
-707
|
-4%
|
|
|
17
|
Neuberger Berman Group
New York
|
$327K
|
–
|
–
|
–
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$201K
|
+$195K
|
+9,475
|
New
|
|
|
19
|
|
$183K
|
–
|
–
|
–
|
|
|
20
|
First Horizon Advisors
Memphis,
Tennessee
|
$133K
|
-$61.6K
|
-2,992
|
-32%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90K
|
–
|
–
|
–
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$38.2K
|
–
|
–
|
–
|
|
|
23
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$30.6K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$7.01K
|
–
|
–
|
–
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$21
|
–
|
–
|
–
|
|
