|
1
|
Bank of America
Charlotte,
North Carolina
|
$584M
|
-$75.3M
|
-1,647,290
|
-11%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$102M
|
+$75M
|
+1,642,075
|
+282%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$70.3M
|
+$40M
|
+874,597
|
+132%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$57.2M
|
-$4.99M
|
-109,296
|
-8%
|
|
|
5
|
|
$36.3M
|
+$5.58M
|
+122,089
|
+18%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$30.4M
|
+$3.1M
|
+67,946
|
+11%
|
|
|
7
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$29.2M
|
-$2.84M
|
-62,047
|
-9%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28M
|
+$9.6M
|
+210,186
|
+53%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$26.6M
|
-$11.3M
|
-248,293
|
-30%
|
|
|
10
|
Caprin Asset Management
Henrico,
Virginia
|
$22.2M
|
-$14.4M
|
-315,782
|
-39%
|
|
|
11
|
Renaissance Technologies
New York
|
$14.5M
|
+$13.7M
|
+300,836
|
+1,904%
|
|
|
12
|
|
$14M
|
+$2.76M
|
+60,411
|
+24%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$13.8M
|
+$7.88M
|
+172,455
|
+132%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
-$1.72M
|
-37,534
|
-11%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.9M
|
-$1.39M
|
-30,395
|
-10%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.2M
|
+$3.39M
|
+74,146
|
+43%
|
|
|
17
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.2M
|
-$6.31M
|
-138,060
|
-36%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$9.48M
|
+$5.03M
|
+110,078
|
+113%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$9.04M
|
-$510K
|
-11,160
|
-5%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$8.76M
|
-$935K
|
-20,471
|
-10%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$7.73M
|
-$4.02M
|
-87,868
|
-34%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.7M
|
-$339K
|
-7,409
|
-4%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$7.2M
|
-$923K
|
-20,203
|
-11%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.2M
|
-$4.48M
|
-98,001
|
-46%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.84M
|
-$348K
|
-7,605
|
-7%
|
|
