|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$82.5M
|
-$829K
|
-32,424
|
-1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$59.2M
|
+$2.26M
|
+88,500
|
+4%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$15M
|
+$272K
|
+10,652
|
+2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.91M
|
-$95.1K
|
-3,722
|
-2%
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
$2.79M
|
+$281
|
+11
|
+0%
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$1.49M
|
+$44.2K
|
+1,728
|
+3%
|
|
|
7
|
Savvy Advisors Inc
New York
|
$749K
|
-$33.2K
|
-1,300
|
-4%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$617K
|
+$604K
|
+23,640
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$609K
|
+$343K
|
+13,415
|
+134%
|
|
|
10
|
Diversified Trust
Memphis,
Tennessee
|
$540K
|
–
|
–
|
–
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$502K
|
+$493K
|
+19,301
|
New
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$470K
|
–
|
–
|
–
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$429K
|
+$99.1K
|
+3,876
|
+31%
|
|
|
14
|
|
$411K
|
–
|
–
|
–
|
|
|
15
|
Neuberger Berman Group
New York
|
$395K
|
–
|
–
|
–
|
|
|
16
|
LPL Financial
San Diego,
California
|
$352K
|
-$112K
|
-4,394
|
-25%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$293K
|
+$64.8K
|
+2,537
|
+29%
|
|
|
18
|
Callan Family Office
Radnor,
Pennsylvania
|
$278K
|
–
|
–
|
–
|
|
|
19
|
Wolverine Trading
Chicago,
Illinois
|
$276K
|
+$270K
|
+10,576
|
New
|
|
|
20
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$246K
|
–
|
–
|
–
|
|
|
21
|
ETF Store
Overland Park,
Kansas
|
$230K
|
–
|
–
|
–
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
$125K
|
-$31.2K
|
-1,222
|
-20%
|
|
|
23
|
|
$59.8K
|
-$192K
|
-7,500
|
-77%
|
|
|
24
|
Private Trust Company
Cleveland,
Ohio
|
$46.8K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.2K
|
+$40.7K
|
+1,593
|
New
|
|
