|
1
|
Bank of America
Charlotte,
North Carolina
|
$920M
|
+$37.7M
|
+748,430
|
+4%
|
|
|
2
|
Caprin Asset Management
Henrico,
Virginia
|
$44.9M
|
-$808K
|
-16,027
|
-2%
|
|
|
3
|
AJ Wealth Strategies
New York
|
$39.9M
|
+$27.6M
|
+548,700
|
+225%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$39.7M
|
+$1.28M
|
+25,329
|
+3%
|
|
|
5
|
|
$27.7M
|
-$760K
|
-15,076
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$20.3M
|
+$2.78M
|
+55,270
|
+16%
|
|
|
7
|
BB&T Securities
Richmond,
Virginia
|
$19.4M
|
+$38.7K
|
+769
|
+0.2%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$13.1M
|
-$195K
|
-3,875
|
-1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$12.6M
|
-$365K
|
-7,244
|
-3%
|
|
|
10
|
Oppenheimer Asset Management
New York
|
$11.6M
|
-$90.3K
|
-1,793
|
-0.8%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.46M
|
+$9.47M
|
+188,025
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.31M
|
+$507K
|
+10,066
|
+6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$9.12M
|
+$112K
|
+2,226
|
+1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.78M
|
+$428K
|
+8,491
|
+5%
|
|
|
15
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.95M
|
-$221K
|
-4,393
|
-3%
|
|
|
16
|
Vicus Capital
State College,
Pennsylvania
|
$6.46M
|
+$207K
|
+4,100
|
+3%
|
|
|
17
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.34M
|
+$655
|
+13
|
+0%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.25M
|
+$6.26M
|
+124,171
|
New
|
|
|
19
|
|
$6.14M
|
+$1.89M
|
+37,525
|
+44%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$6.03M
|
-$199K
|
-3,941
|
-3%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.98M
|
–
|
–
|
–
|
|
|
22
|
Optimum Investment Advisors
Chicago,
Illinois
|
$5.83M
|
+$2.14M
|
+42,500
|
+58%
|
|
|
23
|
|
$5.73M
|
+$637K
|
+12,647
|
+12%
|
|
|
24
|
Cardan Capital Partners
Denver,
Colorado
|
$5.22M
|
+$72.7K
|
+1,442
|
+1%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.98M
|
+$2.92M
|
+58,008
|
+142%
|
|
