|
1
|
Bank of America
Charlotte,
North Carolina
|
$641M
|
-$275M
|
-5,487,882
|
-30%
|
|
|
2
|
Caprin Asset Management
Henrico,
Virginia
|
$43M
|
-$381K
|
-7,608
|
-0.9%
|
|
|
3
|
|
$42.6M
|
+$16M
|
+318,838
|
+58%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$37M
|
-$6.52M
|
-130,238
|
-15%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37M
|
+$30.1M
|
+600,296
|
+395%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$34.7M
|
+$35.3M
|
+705,572
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$30.5M
|
+$30.4M
|
+607,064
|
+4,443%
|
|
|
8
|
|
$20.3M
|
+$18.3M
|
+365,107
|
+769%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$20.1M
|
+$673K
|
+13,443
|
+3%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$17.9M
|
-$1.84M
|
-36,720
|
-9%
|
|
|
11
|
AJ Wealth Strategies
New York
|
$13.1M
|
-$14.6M
|
-292,262
|
-52%
|
|
|
12
|
Oppenheimer Asset Management
New York
|
$11.3M
|
-$102K
|
-2,031
|
-0.9%
|
|
|
13
|
Silver Point Capital
Greenwich,
Connecticut
|
$11.3M
|
+$11.5M
|
+230,100
|
New
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.4M
|
+$1.13M
|
+22,602
|
+12%
|
|
|
15
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$10.1M
|
+$6.81M
|
+135,966
|
+196%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
-$1.24M
|
-24,819
|
-11%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.42M
|
+$44.8K
|
+894
|
+0.5%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.34M
|
+$974K
|
+19,460
|
+11%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.18M
|
-$829K
|
-16,565
|
-8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$8.6M
|
-$898K
|
-17,928
|
-9%
|
|
|
21
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.21M
|
+$211K
|
+4,204
|
+3%
|
|
|
22
|
Vicus Capital
State College,
Pennsylvania
|
$6.78M
|
-$167K
|
-3,341
|
-2%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$6.49M
|
+$422K
|
+8,432
|
+7%
|
|
|
24
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.32M
|
+$39.4K
|
+786
|
+0.6%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.98M
|
–
|
–
|
–
|
|
