|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$86.3M
|
-$1.08M
|
-43,294
|
-1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$54.4M
|
-$1.11M
|
-44,640
|
-2%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$15.2M
|
+$251K
|
+10,096
|
+2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.09M
|
-$526K
|
-21,125
|
-12%
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
$2.7M
|
-$23.6K
|
-948
|
-0.9%
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$1.45M
|
-$8.21K
|
-330
|
-0.6%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$785K
|
+$290K
|
+11,653
|
+60%
|
|
|
8
|
Savvy Advisors Inc
New York
|
$688K
|
+$680K
|
+27,303
|
New
|
|
|
9
|
|
$651K
|
–
|
–
|
–
|
|
|
10
|
Diversified Trust
Memphis,
Tennessee
|
$523K
|
-$38K
|
-1,527
|
-7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$471K
|
-$10.7K
|
-429
|
-2%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$455K
|
+$21.4K
|
+860
|
+5%
|
|
|
13
|
|
$421K
|
–
|
–
|
–
|
|
|
14
|
Neuberger Berman Group
New York
|
$383K
|
–
|
–
|
–
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$281K
|
+$277K
|
+11,145
|
New
|
|
|
16
|
Callan Family Office
Radnor,
Pennsylvania
|
$269K
|
+$266K
|
+10,702
|
New
|
|
|
17
|
|
$247K
|
–
|
–
|
–
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$239K
|
–
|
–
|
–
|
|
|
19
|
ETF Store
Overland Park,
Kansas
|
$223K
|
-$4.85K
|
-195
|
-2%
|
|
|
20
|
First Horizon Advisors
Memphis,
Tennessee
|
$152K
|
–
|
–
|
–
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$111K
|
-$757K
|
-30,405
|
-87%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$63.9K
|
+$63.1K
|
+2,537
|
New
|
|
|
23
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$59.2K
|
+$58.5K
|
+2,350
|
New
|
|
|
24
|
Private Trust Company
Cleveland,
Ohio
|
$45.3K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32K
|
-$1.99K
|
-80
|
-6%
|
|
