|
1
|
Bank of America
Charlotte,
North Carolina
|
$744M
|
+$15.4M
|
+299,618
|
+2%
|
|
|
2
|
Caprin Asset Management
Henrico,
Virginia
|
$46.1M
|
+$479K
|
+9,307
|
+1%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$42.1M
|
+$2.59M
|
+50,333
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$34.2M
|
+$862K
|
+16,748
|
+3%
|
|
|
5
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$28.6M
|
+$5.26M
|
+102,159
|
+23%
|
|
|
6
|
|
$28M
|
+$883K
|
+17,143
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$23.3M
|
+$1.43M
|
+27,701
|
+7%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$15.5M
|
+$7.44M
|
+144,499
|
+94%
|
|
|
9
|
VanEck Associates
New York
|
$14.5M
|
+$5.15M
|
+100,010
|
+56%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$13.7M
|
+$172K
|
+3,334
|
+1%
|
|
|
11
|
CX Institutional
Auburn,
Indiana
|
$13.1M
|
+$1.44M
|
+27,933
|
+12%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.4M
|
+$867K
|
+16,838
|
+8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
+$896K
|
+17,407
|
+9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.63M
|
+$179K
|
+3,472
|
+2%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.35M
|
+$79.4K
|
+1,543
|
+0.9%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$9.27M
|
+$1.44M
|
+27,872
|
+19%
|
|
|
17
|
Vicus Capital
State College,
Pennsylvania
|
$8.07M
|
+$489K
|
+9,500
|
+7%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.66M
|
-$3.5M
|
-67,927
|
-32%
|
|
|
19
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.56M
|
-$77.4K
|
-1,503
|
-1%
|
|
|
20
|
Ackerman Capital Advisors
Dallas,
Texas
|
$7.41M
|
+$460K
|
+8,941
|
+7%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$6.76M
|
+$136K
|
+2,635
|
+2%
|
|
|
22
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.69M
|
+$136K
|
+2,649
|
+2%
|
|
|
23
|
AJ Wealth Strategies
New York
|
$6.67M
|
-$1.11M
|
-21,551
|
-14%
|
|
|
24
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$6.18M
|
+$6.11M
|
+118,730
|
New
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.17M
|
-$130K
|
-2,532
|
-2%
|
|
