|
1
|
Bank of America
Charlotte,
North Carolina
|
$834M
|
+$36.4M
|
+758,267
|
+5%
|
|
|
2
|
Caprin Asset Management
Henrico,
Virginia
|
$44.8M
|
+$423K
|
+8,813
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$41.2M
|
+$3.15M
|
+65,713
|
+8%
|
|
|
4
|
|
$32.5M
|
+$22.9M
|
+476,886
|
+253%
|
|
|
5
|
|
$26.7M
|
+$525K
|
+10,946
|
+2%
|
|
|
6
|
BB&T Securities
Richmond,
Virginia
|
$18.5M
|
+$159K
|
+3,305
|
+0.9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$15.9M
|
-$765K
|
-15,948
|
-5%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$12.5M
|
+$1.84M
|
+38,275
|
+18%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$12.2M
|
+$12M
|
+250,391
|
New
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$12.1M
|
-$115K
|
-2,402
|
-1%
|
|
|
11
|
Oppenheimer Asset Management
New York
|
$11.4M
|
-$14.1M
|
-293,666
|
-56%
|
|
|
12
|
AJ Wealth Strategies
New York
|
$10.7M
|
+$935K
|
+19,485
|
+10%
|
|
|
13
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$8.76M
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.34M
|
-$160K
|
-3,331
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.94M
|
-$2.15M
|
-44,737
|
-22%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.75M
|
-$323K
|
-6,734
|
-4%
|
|
|
17
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.71M
|
-$42K
|
-875
|
-0.6%
|
|
|
18
|
|
$6.89M
|
+$913K
|
+19,037
|
+16%
|
|
|
19
|
Vicus Capital
State College,
Pennsylvania
|
$6.52M
|
+$305K
|
+6,354
|
+5%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.22M
|
+$59.2K
|
+1,234
|
+1%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.98M
|
+$5.54M
|
+115,428
|
New
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$5.64M
|
+$506K
|
+10,542
|
+10%
|
|
|
23
|
Cardan Capital Partners
Denver,
Colorado
|
$5.28M
|
-$371K
|
-7,727
|
-7%
|
|
|
24
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$4.45M
|
-$418K
|
-8,722
|
-9%
|
|
|
25
|
Private Wealth Group
Tampa,
Florida
|
$4.26M
|
-$12.6K
|
-262
|
-0.3%
|
|
