|
1
|
Bank of America
Charlotte,
North Carolina
|
$680M
|
+$15.1M
|
+303,646
|
+2%
|
|
|
2
|
Caprin Asset Management
Henrico,
Virginia
|
$44M
|
-$518K
|
-10,419
|
-1%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$38.1M
|
+$2.07M
|
+41,621
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$34.3M
|
-$3.99M
|
-80,264
|
-11%
|
|
|
5
|
|
$23.9M
|
-$19.8M
|
-398,548
|
-46%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$21.7M
|
+$863K
|
+17,370
|
+4%
|
|
|
7
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$19.1M
|
+$8.39M
|
+168,824
|
+82%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$12.7M
|
-$5.72M
|
-115,137
|
-32%
|
|
|
9
|
AJ Wealth Strategies
New York
|
$11.3M
|
-$2.25M
|
-45,337
|
-17%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.1M
|
+$1.38M
|
+27,777
|
+15%
|
|
|
11
|
Oppenheimer Asset Management
New York
|
$11.1M
|
-$640K
|
-12,879
|
-6%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.9M
|
+$121K
|
+2,436
|
+1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$9.48M
|
-$788K
|
-15,861
|
-8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.04M
|
-$703K
|
-14,146
|
-7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.91M
|
-$601K
|
-12,084
|
-6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$8.84M
|
-$81.2K
|
-1,634
|
-0.9%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.53M
|
-$30M
|
-604,402
|
-80%
|
|
|
18
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.45M
|
-$33.4K
|
-673
|
-0.5%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$7.16M
|
+$428K
|
+8,603
|
+7%
|
|
|
20
|
Vicus Capital
State College,
Pennsylvania
|
$7.16M
|
+$123K
|
+2,483
|
+2%
|
|
|
21
|
Ackerman Capital Advisors
Dallas,
Texas
|
$6.69M
|
+$6.53M
|
+131,371
|
New
|
|
|
22
|
|
$6.63M
|
-$14M
|
-282,366
|
-68%
|
|
|
23
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.5M
|
-$53K
|
-1,067
|
-0.8%
|
|
|
24
|
|
$6.14M
|
+$503K
|
+10,116
|
+9%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.98M
|
–
|
–
|
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|
|
