|
1
|
Bank of America
Charlotte,
North Carolina
|
$684M
|
-$84.6M
|
-1,715,989
|
-11%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$64.4M
|
-$780K
|
-15,819
|
-1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$39.3M
|
-$2.25M
|
-45,749
|
-5%
|
|
|
4
|
Caprin Asset Management
Henrico,
Virginia
|
$37.9M
|
-$1.76M
|
-35,697
|
-4%
|
|
|
5
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$33.2M
|
-$3.18M
|
-64,447
|
-8%
|
|
|
6
|
|
$31.9M
|
+$2.01M
|
+40,775
|
+6%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$31.4M
|
+$28.7M
|
+582,793
|
+716%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$28.3M
|
-$1.17M
|
-23,757
|
-4%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.6M
|
+$20M
|
+406,055
|
+229%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.9M
|
+$17.5M
|
+355,131
|
+800%
|
|
|
11
|
Avidian Wealth Enterprises
Houston,
Texas
|
$18.1M
|
-$232K
|
-4,715
|
-1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$2.75M
|
+55,892
|
+20%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.8M
|
+$490K
|
+9,941
|
+3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$12.2M
|
-$816K
|
-16,563
|
-6%
|
|
|
15
|
|
$11.7M
|
-$5.3M
|
-107,605
|
-30%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$10M
|
+$808K
|
+16,399
|
+8%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10M
|
-$2.6M
|
-52,689
|
-20%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$9.9M
|
+$123K
|
+2,503
|
+1%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$8.42M
|
+$2.41M
|
+48,957
|
+38%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.32M
|
-$443K
|
-8,995
|
-5%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.1M
|
+$2.93M
|
+59,463
|
+53%
|
|
|
22
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.41M
|
+$236K
|
+4,780
|
+3%
|
|
|
23
|
Mather Group
Chicago,
Illinois
|
$6.18M
|
+$6.44M
|
+130,589
|
New
|
|
|
24
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$5.47M
|
+$794K
|
+16,114
|
+16%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.37M
|
-$393K
|
-7,982
|
-7%
|
|
