|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$75.2M
|
-$3.28M
|
-120,603
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$60.8M
|
+$825K
|
+30,372
|
+1%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$15.7M
|
-$970K
|
-35,693
|
-6%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.28M
|
-$224K
|
-8,247
|
-5%
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
$2.97M
|
+$245
|
+9
|
+0%
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$1.54M
|
-$54.3K
|
-2,000
|
-3%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.09M
|
+$218K
|
+8,026
|
+26%
|
|
|
8
|
Savvy Advisors Inc
New York
|
$835K
|
+$75.9K
|
+2,795
|
+10%
|
|
|
9
|
|
$717K
|
–
|
–
|
–
|
|
|
10
|
Diversified Trust
Memphis,
Tennessee
|
$577K
|
–
|
–
|
–
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$502K
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$498K
|
-$21K
|
-772
|
-4%
|
|
|
13
|
|
$439K
|
-$25.1K
|
-925
|
-6%
|
|
|
14
|
Neuberger Berman Group
New York
|
$422K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$351K
|
+$343K
|
+12,636
|
New
|
|
|
16
|
Callan Family Office
Radnor,
Pennsylvania
|
$297K
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$278K
|
+$272K
|
+10,011
|
New
|
|
|
18
|
|
$272K
|
–
|
–
|
–
|
|
|
19
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$263K
|
–
|
–
|
–
|
|
|
20
|
ETF Store
Overland Park,
Kansas
|
$246K
|
–
|
–
|
–
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$243K
|
+$169K
|
+6,210
|
+245%
|
|
|
22
|
Divergent Planning
Bethesda,
Maryland
|
$205K
|
+$198K
|
+7,300
|
New
|
|
|
23
|
First Horizon Advisors
Memphis,
Tennessee
|
$167K
|
–
|
–
|
–
|
|
|
24
|
Private Trust Company
Cleveland,
Ohio
|
$50K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36K
|
–
|
–
|
–
|
|
