|
1
|
Bank of America
Charlotte,
North Carolina
|
$523M
|
-$36.1M
|
-789,883
|
-6%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$95.6M
|
-$1.34M
|
-29,373
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$58.7M
|
+$4.45M
|
+97,297
|
+8%
|
|
|
4
|
|
$48.9M
|
+$37.3M
|
+816,844
|
+266%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$42.3M
|
-$26M
|
-568,082
|
-37%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$29M
|
+$30.7K
|
+672
|
+0.1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$28.5M
|
+$3.27M
|
+71,455
|
+12%
|
|
|
8
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$27.9M
|
+$31.3K
|
+684
|
+0.1%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.4M
|
-$2.66M
|
-58,201
|
-10%
|
|
|
10
|
|
$22.1M
|
-$13.1M
|
-287,515
|
-36%
|
|
|
11
|
Avidian Wealth Enterprises
Houston,
Texas
|
$18.8M
|
+$8.57M
|
+187,512
|
+77%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
+$4.69M
|
+102,690
|
+35%
|
|
|
13
|
Caprin Asset Management
Henrico,
Virginia
|
$17M
|
-$4.41M
|
-96,395
|
-20%
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$12.9M
|
-$327K
|
-7,159
|
-2%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$12.6M
|
+$13.2M
|
+288,553
|
New
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.7M
|
+$1.09M
|
+23,752
|
+10%
|
|
|
17
|
CX Institutional
Auburn,
Indiana
|
$10.1M
|
+$1.86M
|
+40,602
|
+21%
|
|
|
18
|
Ackerman Capital Advisors
Dallas,
Texas
|
$9.55M
|
+$531K
|
+11,614
|
+6%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.88M
|
-$3.59M
|
-78,529
|
-28%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$8.53M
|
-$90K
|
-1,969
|
-1%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$7.86M
|
+$519K
|
+11,365
|
+7%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$6.89M
|
+$29.6K
|
+648
|
+0.4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.69M
|
-$675K
|
-14,762
|
-9%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.01M
|
+$422K
|
+9,242
|
+9%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.83M
|
-$131K
|
-2,875
|
-3%
|
|
