|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$81.9M
|
+$1.36M
|
+55,972
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$53.6M
|
-$804K
|
-33,114
|
-1%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$14.4M
|
+$564K
|
+23,237
|
+4%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.46M
|
-$163K
|
-6,723
|
-4%
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
$2.63M
|
-$243
|
-10
|
-0%
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$1.41M
|
+$16.2K
|
+667
|
+1%
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$847K
|
-$9.7K
|
-400
|
-1%
|
|
|
8
|
|
$629K
|
–
|
–
|
–
|
|
|
9
|
Diversified Trust
Memphis,
Tennessee
|
$543K
|
-$3.91K
|
-161
|
-0.7%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$475K
|
-$842K
|
-34,694
|
-64%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$466K
|
+$42.4K
|
+1,748
|
+10%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$419K
|
-$6.92K
|
-285
|
-2%
|
|
|
13
|
|
$407K
|
-$189K
|
-7,775
|
-32%
|
|
|
14
|
Neuberger Berman Group
New York
|
$370K
|
-$4.85K
|
-200
|
-1%
|
|
|
15
|
|
$238K
|
–
|
–
|
–
|
|
|
16
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
17
|
ETF Store
Overland Park,
Kansas
|
$220K
|
–
|
–
|
–
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$147K
|
–
|
–
|
–
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
$43.8K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$8.39K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.04K
|
+$2.04K
|
+84
|
New
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$24
|
–
|
–
|
–
|
|
|
24
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$915K
|
-37,156
|
Closed
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$268K
|
-10,876
|
Closed
|
|
