|
1
|
Bank of America
Charlotte,
North Carolina
|
$872M
|
+$21.3M
|
+433,467
|
+3%
|
|
|
2
|
Caprin Asset Management
Henrico,
Virginia
|
$45M
|
-$718K
|
-14,599
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$38M
|
-$3.98M
|
-80,819
|
-10%
|
|
|
4
|
|
$28.2M
|
+$910K
|
+18,489
|
+3%
|
|
|
5
|
BB&T Securities
Richmond,
Virginia
|
$19.1M
|
+$279K
|
+5,660
|
+1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
+$1.1M
|
+22,253
|
+7%
|
|
|
7
|
CX Institutional
Auburn,
Indiana
|
$13.1M
|
+$362K
|
+7,359
|
+3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$12.8M
|
+$483K
|
+9,823
|
+4%
|
|
|
9
|
|
$12.7M
|
-$20.2M
|
-410,422
|
-62%
|
|
|
10
|
AJ Wealth Strategies
New York
|
$12.1M
|
+$1.21M
|
+24,663
|
+11%
|
|
|
11
|
Oppenheimer Asset Management
New York
|
$11.6M
|
-$25.8K
|
-524
|
-0.2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$8.9M
|
+$796K
|
+16,184
|
+10%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.71M
|
+$203K
|
+4,129
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.26M
|
+$356K
|
+7,224
|
+5%
|
|
|
15
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$8.08M
|
+$216K
|
+4,398
|
+3%
|
|
|
16
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.27M
|
-$68.2K
|
-1,386
|
-1%
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$6.19M
|
-$454K
|
-9,217
|
-7%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$6.16M
|
+$405K
|
+8,229
|
+7%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.98M
|
–
|
–
|
–
|
|
|
20
|
Cardan Capital Partners
Denver,
Colorado
|
$5.09M
|
-$292K
|
-5,942
|
-5%
|
|
|
21
|
|
$5.04M
|
+$1.84M
|
+37,328
|
+58%
|
|
|
22
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$4.63M
|
+$92.1K
|
+1,872
|
+2%
|
|
|
23
|
|
$4.2M
|
-$2.79M
|
-56,706
|
-40%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$4.19M
|
-$8.17M
|
-166,085
|
-66%
|
|
|
25
|
Private Wealth Group
Tampa,
Florida
|
$4.11M
|
-$227K
|
-4,605
|
-5%
|
|
