|
1
|
Bank of America
Charlotte,
North Carolina
|
$829M
|
+$23.5M
|
+458,399
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$70.6M
|
-$387K
|
-7,570
|
-0.5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$45M
|
+$1.03M
|
+20,199
|
+2%
|
|
|
4
|
Caprin Asset Management
Henrico,
Virginia
|
$42.9M
|
-$209K
|
-4,077
|
-0.5%
|
|
|
5
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$39.3M
|
+$4.48M
|
+87,623
|
+13%
|
|
|
6
|
|
$32.4M
|
-$1.45M
|
-28,426
|
-4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$31.8M
|
+$2.98M
|
+58,245
|
+10%
|
|
|
8
|
Avidian Wealth Enterprises
Houston,
Texas
|
$19.9M
|
-$3.27M
|
-63,990
|
-14%
|
|
|
9
|
|
$18.2M
|
+$1M
|
+19,597
|
+6%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.5M
|
-$43.1K
|
-842
|
-0.3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
-$192K
|
-3,756
|
-1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$14M
|
+$467K
|
+9,118
|
+3%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.6M
|
-$6.15M
|
-120,129
|
-31%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$10.6M
|
+$405K
|
+7,912
|
+4%
|
|
|
15
|
CX Institutional
Auburn,
Indiana
|
$10M
|
+$1.42M
|
+27,776
|
+17%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.48M
|
-$1.44M
|
-28,105
|
-13%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.07M
|
+$2.92M
|
+57,132
|
+48%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$8.06M
|
-$435K
|
-8,492
|
-5%
|
|
|
19
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.78M
|
+$321K
|
+6,263
|
+4%
|
|
|
20
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7.48M
|
–
|
–
|
–
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$7.36M
|
+$5.09M
|
+99,373
|
+225%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$6.61M
|
+$21.7K
|
+424
|
+0.3%
|
|
|
23
|
AJ Wealth Strategies
New York
|
$6.5M
|
-$255K
|
-4,980
|
-4%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.23M
|
+$2.37M
|
+46,271
|
+61%
|
|
|
25
|
Vicus Capital
State College,
Pennsylvania
|
$5.9M
|
-$1.51M
|
-29,454
|
-20%
|
|
