|
1
|
CIBC Bancorp USA
Chicago,
Illinois
|
$89.8M
|
+$85.9M
|
+3,094,257
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$65.5M
|
-$2.44M
|
-87,974
|
-4%
|
|
|
3
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$17.5M
|
-$144K
|
-5,204
|
-0.9%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4M
|
-$21.9K
|
-790
|
-0.6%
|
|
|
5
|
MAI Capital Management
Independence,
Ohio
|
$2.9M
|
+$305
|
+11
|
+0%
|
|
|
6
|
MBL Wealth
Charlotte,
North Carolina
|
$1.74M
|
+$33.4K
|
+1,205
|
+2%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.22M
|
+$1.17M
|
+42,021
|
New
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$711K
|
-$6.69K
|
-241
|
-1%
|
|
|
9
|
Diversified Trust
Memphis,
Tennessee
|
$661K
|
–
|
–
|
–
|
|
|
10
|
Savvy Advisors Inc
New York
|
$635K
|
-$100K
|
-3,600
|
-14%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$539K
|
+$6.88K
|
+248
|
+1%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$473K
|
–
|
–
|
–
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$419K
|
-$97.1K
|
-3,500
|
-19%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$345K
|
+$329K
|
+11,868
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$330K
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$322K
|
+$191K
|
+6,876
|
+164%
|
|
|
17
|
Callan Family Office
Radnor,
Pennsylvania
|
$311K
|
–
|
–
|
–
|
|
|
18
|
Commerce Bank
Kansas City,
Missouri
|
$275K
|
+$263K
|
+9,475
|
New
|
|
|
19
|
ETF Store
Overland Park,
Kansas
|
$256K
|
–
|
–
|
–
|
|
|
20
|
Genesis Financial Group
Paramus,
New Jersey
|
$234K
|
+$223K
|
+8,050
|
New
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$233K
|
-$19.6K
|
-706
|
-8%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$212K
|
+$203K
|
+7,300
|
New
|
|
|
23
|
First Horizon Corporation
Memphis,
Tennessee
|
$139K
|
–
|
–
|
–
|
|
|
24
|
|
$66.8K
|
–
|
–
|
–
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$52.3K
|
–
|
–
|
–
|
|
