|
1
|
Bank of America
Charlotte,
North Carolina
|
$718M
|
+$33.6M
|
+653,033
|
+5%
|
|
|
2
|
Caprin Asset Management
Henrico,
Virginia
|
$44.9M
|
+$645K
|
+12,528
|
+1%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$38.9M
|
+$589K
|
+11,431
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$32.8M
|
-$1.68M
|
-32,672
|
-5%
|
|
|
5
|
|
$26.7M
|
+$2.66M
|
+51,715
|
+11%
|
|
|
6
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$22.9M
|
+$3.74M
|
+72,644
|
+19%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
-$262K
|
-5,094
|
-1%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$13.3M
|
+$498K
|
+9,671
|
+4%
|
|
|
9
|
CX Institutional
Auburn,
Indiana
|
$11.5M
|
+$11.5M
|
+223,304
|
+58,457%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.4M
|
+$187K
|
+3,628
|
+2%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11M
|
+$94.2K
|
+1,829
|
+0.9%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
+$572K
|
+11,110
|
+6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.31M
|
+$209K
|
+4,049
|
+2%
|
|
|
14
|
VanEck Associates
New York
|
$9.18M
|
+$8.24M
|
+159,945
|
+835%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.13M
|
+$171K
|
+3,318
|
+2%
|
|
|
16
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.86M
|
+$4.38M
|
+85,043
|
+125%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$7.7M
|
-$1.2M
|
-23,271
|
-13%
|
|
|
18
|
AJ Wealth Strategies
New York
|
$7.68M
|
-$3.71M
|
-72,057
|
-32%
|
|
|
19
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.53M
|
+$34.2K
|
+665
|
+0.5%
|
|
|
20
|
Vicus Capital
State College,
Pennsylvania
|
$7.47M
|
+$260K
|
+5,040
|
+4%
|
|
|
21
|
Ackerman Capital Advisors
Dallas,
Texas
|
$6.85M
|
+$112K
|
+2,175
|
+2%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$6.52M
|
-$687K
|
-13,335
|
-9%
|
|
|
23
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.46M
|
-$86.3K
|
-1,676
|
-1%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.21M
|
-$1.37M
|
-26,658
|
-18%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.98M
|
–
|
–
|
–
|
|
