|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$77.9M
|
-$1.43M
|
-55,626
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$58.8M
|
+$1.88M
|
+73,151
|
+3%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$14.7M
|
+$294K
|
+11,461
|
+2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.71M
|
-$43.9K
|
-1,711
|
-1%
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
$2.5M
|
-$179K
|
-6,974
|
-7%
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$1.47M
|
+$35.3K
|
+1,373
|
+2%
|
|
|
7
|
Savvy Advisors Inc
New York
|
$670K
|
-$51.4K
|
-2,000
|
-7%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$607K
|
+$24.6K
|
+960
|
+4%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$528K
|
+$543K
|
+21,132
|
New
|
|
|
10
|
Diversified Trust
Memphis,
Tennessee
|
$519K
|
–
|
–
|
–
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$449K
|
-$3.31K
|
-129
|
-0.7%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$432K
|
-$158K
|
-6,155
|
-26%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$413K
|
-$51
|
-2
|
-0%
|
|
|
14
|
|
$395K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$338K
|
–
|
–
|
–
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$282K
|
–
|
–
|
–
|
|
|
17
|
Callan Family Office
Radnor,
Pennsylvania
|
$267K
|
–
|
–
|
–
|
|
|
18
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$237K
|
–
|
–
|
–
|
|
|
19
|
ETF Store
Overland Park,
Kansas
|
$221K
|
–
|
–
|
–
|
|
|
20
|
Wolverine Trading
Chicago,
Illinois
|
$216K
|
-$49.5K
|
-1,929
|
-18%
|
|
|
21
|
First Horizon Corporation
Memphis,
Tennessee
|
$120K
|
+$123K
|
+4,800
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$89.7K
|
+$51.3K
|
+1,996
|
+125%
|
|
|
23
|
|
$57.5K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50K
|
+$18.6K
|
+723
|
+56%
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$45K
|
–
|
–
|
–
|
|
