|
1
|
Bank of America
Charlotte,
North Carolina
|
$718M
|
+$48.6M
|
+1,053,111
|
+7%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$96.7M
|
-$174M
|
-3,768,174
|
-64%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$66.5M
|
+$4.44M
|
+96,355
|
+7%
|
|
|
4
|
|
$44.5M
|
+$44.2M
|
+958,611
|
New
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$38.2M
|
+$6.69M
|
+145,012
|
+21%
|
|
|
6
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$35.3M
|
-$5.56M
|
-120,553
|
-14%
|
|
|
7
|
CX Institutional
Auburn,
Indiana
|
$28.6M
|
+$143K
|
+3,104
|
+0.5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.5M
|
+$4.07M
|
+88,365
|
+17%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
-$49.4K
|
-1,071
|
-0.2%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$26.7M
|
-$1.42M
|
-30,707
|
-5%
|
|
|
11
|
|
$25M
|
-$4.57M
|
-99,125
|
-16%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$21.1M
|
-$1.16M
|
-25,129
|
-5%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$19.3M
|
+$1.01M
|
+21,959
|
+6%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.2M
|
+$697K
|
+15,111
|
+5%
|
|
|
15
|
Davidson Investment Advisors
Great Falls,
Montana
|
$13.1M
|
+$13M
|
+280,984
|
New
|
|
|
16
|
Renaissance Technologies
New York
|
$12.5M
|
-$2.72M
|
-58,967
|
-18%
|
|
|
17
|
Mather Group
Chicago,
Illinois
|
$12M
|
-$183K
|
-3,961
|
-2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
-$14.9M
|
-323,174
|
-60%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.91M
|
+$1.34M
|
+29,142
|
+16%
|
|
|
20
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$8.71M
|
+$842K
|
+18,257
|
+11%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$8.21M
|
+$1.35M
|
+29,384
|
+20%
|
|
|
22
|
Old National Bancorp
Evansville,
Indiana
|
$8.13M
|
+$413K
|
+8,947
|
+5%
|
|
|
23
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.03M
|
+$3.61M
|
+78,394
|
+83%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$7.43M
|
+$969K
|
+21,023
|
+15%
|
|
|
25
|
AJ Wealth Strategies
New York
|
$6.38M
|
-$125K
|
-2,715
|
-2%
|
|
