|
1
|
Bank of America
Charlotte,
North Carolina
|
$931M
|
+$12.9M
|
+256,329
|
+1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$44.4M
|
+$4.71M
|
+93,805
|
+12%
|
|
|
3
|
Caprin Asset Management
Henrico,
Virginia
|
$44.3M
|
-$317K
|
-6,305
|
-0.7%
|
|
|
4
|
AJ Wealth Strategies
New York
|
$28.1M
|
-$11.7M
|
-232,879
|
-29%
|
|
|
5
|
|
$27.6M
|
-$89.8K
|
-1,787
|
-0.3%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$20.2M
|
+$20.2M
|
+401,984
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$19.8M
|
-$414K
|
-8,242
|
-2%
|
|
|
8
|
Oppenheimer Asset Management
New York
|
$11.7M
|
+$89.4K
|
+1,780
|
+0.8%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$11.4M
|
-$1.16M
|
-23,117
|
-9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
+$925K
|
+18,412
|
+10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.7M
|
+$596K
|
+11,858
|
+7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.58M
|
+$821K
|
+16,332
|
+9%
|
|
|
13
|
|
$9.47M
|
+$3.34M
|
+66,463
|
+54%
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.45M
|
+$10.4K
|
+208
|
+0.1%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.57M
|
+$2.34M
|
+46,512
|
+37%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.63M
|
+$4.14M
|
+82,442
|
+119%
|
|
|
17
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.16M
|
-$772K
|
-15,359
|
-10%
|
|
|
18
|
Vicus Capital
State College,
Pennsylvania
|
$7.1M
|
+$649K
|
+12,922
|
+10%
|
|
|
19
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.42M
|
+$91.2K
|
+1,815
|
+1%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$6.21M
|
+$185K
|
+3,680
|
+3%
|
|
|
21
|
Optimum Investment Advisors
Chicago,
Illinois
|
$6.07M
|
+$251K
|
+5,000
|
+4%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.98M
|
–
|
–
|
–
|
|
|
23
|
Cardan Capital Partners
Denver,
Colorado
|
$5.43M
|
+$219K
|
+4,362
|
+4%
|
|
|
24
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$5.04M
|
+$322K
|
+6,419
|
+7%
|
|
|
25
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.97M
|
-$10K
|
-199
|
-0.3%
|
|
