|
1
|
Bank of America
Charlotte,
North Carolina
|
$800M
|
+$35.9M
|
+694,637
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$65.1M
|
+$55.5M
|
+1,073,584
|
+589%
|
|
|
3
|
Caprin Asset Management
Henrico,
Virginia
|
$44.6M
|
-$187K
|
-3,614
|
-0.4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$44.5M
|
+$2.68M
|
+51,814
|
+6%
|
|
|
5
|
|
$34.1M
|
+$5.85M
|
+113,209
|
+21%
|
|
|
6
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$34.1M
|
+$1.95M
|
+37,794
|
+6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
+$326K
|
+6,309
|
+1%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$22.3M
|
-$409K
|
-7,914
|
-2%
|
|
|
9
|
VanEck Associates
New York
|
$16.8M
|
+$2.29M
|
+44,304
|
+16%
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$15.9M
|
+$620K
|
+11,995
|
+4%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.2M
|
+$831K
|
+16,069
|
+6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
-$1.34M
|
-25,947
|
-9%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$12.8M
|
+$409K
|
+7,905
|
+3%
|
|
|
14
|
|
$9.92M
|
+$8.94M
|
+172,995
|
+937%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.25M
|
+$1.66M
|
+32,208
|
+22%
|
|
|
16
|
Ackerman Capital Advisors
Dallas,
Texas
|
$8.42M
|
+$1.02M
|
+19,775
|
+14%
|
|
|
17
|
AJ Wealth Strategies
New York
|
$7.94M
|
+$1.87M
|
+36,166
|
+31%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.83M
|
+$246K
|
+4,765
|
+3%
|
|
|
19
|
Vicus Capital
State College,
Pennsylvania
|
$7.8M
|
+$62.4K
|
+1,208
|
+0.8%
|
|
|
20
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.54M
|
+$22.6K
|
+437
|
+0.3%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$7.3M
|
-$148K
|
-2,865
|
-2%
|
|
|
22
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.11M
|
+$131K
|
+2,530
|
+2%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$6.39M
|
+$185K
|
+3,589
|
+3%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.25M
|
-$31.2K
|
-603
|
-0.5%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.98M
|
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|
–
|
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|
|
