|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$59.3M
|
-$2.76M
|
-129,933
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$51.4M
|
-$1.86M
|
-87,446
|
-4%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$12M
|
-$99.4K
|
-4,676
|
-0.8%
|
|
|
4
|
NBW Capital
Boston,
Massachusetts
|
$5.07M
|
-$61.4K
|
-2,889
|
-1%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.45M
|
-$88.5K
|
-4,162
|
-3%
|
|
|
6
|
MAI Capital Management
Independence,
Ohio
|
$2.32M
|
+$213
|
+10
|
+0%
|
|
|
7
|
MBL Wealth
Charlotte,
North Carolina
|
$1.21M
|
-$7.02K
|
-330
|
-0.6%
|
|
|
8
|
Farther Finance Advisors
San Francisco,
California
|
$928K
|
+$923K
|
+43,393
|
New
|
|
|
9
|
Neuberger Berman Group
New York
|
$659K
|
+$327K
|
+15,400
|
+100%
|
|
|
10
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$616K
|
-$5.95K
|
-280
|
-1%
|
|
|
11
|
Diversified Trust
Memphis,
Tennessee
|
$562K
|
–
|
–
|
–
|
|
|
12
|
|
$552K
|
-$5.32K
|
-250
|
-1%
|
|
|
13
|
|
$524K
|
–
|
–
|
–
|
|
|
14
|
IMC Chicago
Chicago,
Illinois
|
$500K
|
-$93.3K
|
-4,389
|
-16%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$460K
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$391K
|
-$333K
|
-15,664
|
-46%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$356K
|
–
|
–
|
–
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$267K
|
-$93.7K
|
-4,407
|
-26%
|
|
|
19
|
|
$210K
|
+$25.7K
|
+1,209
|
+14%
|
|
|
20
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$203K
|
–
|
–
|
–
|
|
|
21
|
First Horizon Advisors
Memphis,
Tennessee
|
$134K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90K
|
–
|
–
|
–
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$38.5K
|
–
|
–
|
–
|
|
|
24
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$30.8K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$5.52K
|
–
|
–
|
–
|
|
