|
1
|
Bank of America
Charlotte,
North Carolina
|
$805M
|
+$13.9M
|
+268,063
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$70.9M
|
+$6.67M
|
+128,527
|
+10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$43.9M
|
-$131K
|
-2,532
|
-0.3%
|
|
|
4
|
Caprin Asset Management
Henrico,
Virginia
|
$43.1M
|
-$954K
|
-18,383
|
-2%
|
|
|
5
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$34.8M
|
+$1.06M
|
+20,396
|
+3%
|
|
|
6
|
|
$33.9M
|
+$135K
|
+2,594
|
+0.4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$28.8M
|
+$4.55M
|
+87,649
|
+18%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.1M
|
+$1.1M
|
+21,268
|
+5%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$19.7M
|
+$12.1M
|
+233,614
|
+155%
|
|
|
10
|
|
$17.2M
|
+$7.44M
|
+143,308
|
+75%
|
|
|
11
|
VanEck Associates
New York
|
$16.6M
|
+$73.9K
|
+1,424
|
+0.4%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.6M
|
+$1.55M
|
+29,856
|
+11%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$491K
|
+9,466
|
+3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$13.5M
|
+$871K
|
+16,792
|
+7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.9M
|
+$1.79M
|
+34,469
|
+19%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$10.2M
|
+$3M
|
+57,820
|
+41%
|
|
|
17
|
CX Institutional
Auburn,
Indiana
|
$8.61M
|
-$7.23M
|
-139,236
|
-45%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$8.49M
|
+$164K
|
+3,161
|
+2%
|
|
|
19
|
Vicus Capital
State College,
Pennsylvania
|
$7.58M
|
-$135K
|
-2,604
|
-2%
|
|
|
20
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.48M
|
+$26.6K
|
+512
|
+0.4%
|
|
|
21
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.46M
|
+$433K
|
+8,338
|
+6%
|
|
|
22
|
AJ Wealth Strategies
New York
|
$6.75M
|
-$1.11M
|
-21,456
|
-14%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$6.59M
|
+$274K
|
+5,271
|
+4%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.14M
|
-$35.4K
|
-682
|
-0.6%
|
|
|
25
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$5.79M
|
-$5.45K
|
-105
|
-0.1%
|
|
