|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$82.1M
|
+$1.63M
|
+68,417
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$55.1M
|
-$1.77M
|
-74,512
|
-3%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$14M
|
+$141K
|
+5,916
|
+1%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.68M
|
-$2K
|
-84
|
-0%
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
$2.66M
|
+$238
|
+10
|
+0%
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$1.41M
|
+$55.2K
|
+2,325
|
+4%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.33M
|
+$986K
|
+41,498
|
+326%
|
|
|
8
|
IMC Chicago
Chicago,
Illinois
|
$915K
|
-$906K
|
-38,119
|
-51%
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$871K
|
-$134K
|
-5,656
|
-14%
|
|
|
10
|
|
$636K
|
–
|
–
|
–
|
|
|
11
|
|
$603K
|
–
|
–
|
–
|
|
|
12
|
Diversified Trust
Memphis,
Tennessee
|
$553K
|
-$124K
|
-5,226
|
-19%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$431K
|
-$48.1K
|
-2,023
|
-10%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$428K
|
–
|
–
|
–
|
|
|
15
|
Neuberger Berman Group
New York
|
$379K
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$268K
|
+$41.1K
|
+1,728
|
+19%
|
|
|
17
|
|
$241K
|
–
|
–
|
–
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$233K
|
–
|
–
|
–
|
|
|
19
|
ETF Store
Overland Park,
Kansas
|
$223K
|
–
|
–
|
–
|
|
|
20
|
First Horizon Advisors
Memphis,
Tennessee
|
$148K
|
-$6.06K
|
-255
|
-4%
|
|
|
21
|
|
$108K
|
+$104K
|
+4,396
|
New
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$44.3K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34K
|
–
|
–
|
–
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$19.5K
|
+$18.9K
|
+794
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$8.84K
|
–
|
–
|
–
|
|
