|
1
|
Bank of America
Charlotte,
North Carolina
|
$755M
|
+$22.6M
|
+437,135
|
+3%
|
|
|
2
|
M&T Bank
Buffalo,
New York
|
$47.2M
|
+$5.82M
|
+112,676
|
+14%
|
|
|
3
|
Caprin Asset Management
Henrico,
Virginia
|
$44.3M
|
-$1.15M
|
-22,196
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$41.4M
|
+$7.79M
|
+150,782
|
+23%
|
|
|
5
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$31.8M
|
+$3.68M
|
+71,308
|
+13%
|
|
|
6
|
|
$27.9M
|
+$350K
|
+6,770
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$24M
|
+$1.04M
|
+20,135
|
+4%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$22.4M
|
+$7.24M
|
+140,047
|
+47%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
+$6.12M
|
+118,502
|
+66%
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$15.1M
|
+$2.26M
|
+43,654
|
+17%
|
|
|
11
|
VanEck Associates
New York
|
$14.3M
|
+$310
|
+6
|
+0%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.2M
|
+$1.01M
|
+19,539
|
+8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
+$1.3M
|
+25,100
|
+12%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$9.35M
|
+$222K
|
+4,297
|
+2%
|
|
|
15
|
Vicus Capital
State College,
Pennsylvania
|
$7.66M
|
-$295K
|
-5,709
|
-4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.5M
|
-$2M
|
-38,699
|
-21%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.5M
|
-$43.8K
|
-847
|
-0.6%
|
|
|
18
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.43M
|
-$18.1K
|
-351
|
-0.2%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$7.37M
|
+$719K
|
+13,914
|
+11%
|
|
|
20
|
Ackerman Capital Advisors
Dallas,
Texas
|
$7.31M
|
+$11.2K
|
+217
|
+0.2%
|
|
|
21
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.9M
|
+$313K
|
+6,059
|
+5%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.21M
|
+$130K
|
+2,520
|
+2%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$6.13M
|
-$7.41M
|
-143,436
|
-55%
|
|
|
24
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$6.02M
|
-$63.3K
|
-1,226
|
-1%
|
|
|
25
|
AJ Wealth Strategies
New York
|
$6M
|
-$572K
|
-11,079
|
-9%
|
|
