|
1
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$79.1M
|
+$273K
|
+10,976
|
+0.4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$59.3M
|
-$220K
|
-8,850
|
-0.4%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$16M
|
+$459K
|
+18,434
|
+3%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.5M
|
-$253K
|
-10,155
|
-7%
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
$2.53M
|
-$5.43K
|
-218
|
-0.2%
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$1.49M
|
+$4.98K
|
+200
|
+0.3%
|
|
|
7
|
Savvy Advisors Inc
New York
|
$645K
|
-$32.9K
|
-1,320
|
-5%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$625K
|
+$6K
|
+241
|
+1%
|
|
|
9
|
Diversified Trust
Memphis,
Tennessee
|
$576K
|
+$49.6K
|
+1,991
|
+10%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$464K
|
+$26.5K
|
+1,064
|
+6%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$454K
|
–
|
–
|
–
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$413K
|
-$4.98K
|
-200
|
-1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$287K
|
-$54.5K
|
-2,190
|
-16%
|
|
|
14
|
Callan Family Office
Radnor,
Pennsylvania
|
$271K
|
–
|
–
|
–
|
|
|
15
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$240K
|
–
|
–
|
–
|
|
|
16
|
ETF Store
Overland Park,
Kansas
|
$223K
|
-$1.05K
|
-42
|
-0.5%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$221K
|
-$63.2K
|
-2,537
|
-22%
|
|
|
18
|
First Horizon Corporation
Memphis,
Tennessee
|
$121K
|
–
|
–
|
–
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$106K
|
+$105K
|
+4,204
|
New
|
|
|
20
|
|
$58.2K
|
–
|
–
|
–
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$45.5K
|
–
|
–
|
–
|
|
|
22
|
American National Bank & Trust
Wichita Falls,
Texas
|
$45K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$10.5K
|
-$18.1K
|
-726
|
-64%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$6.52K
|
–
|
–
|
–
|
|
