|
1
|
Bank of America
Charlotte,
North Carolina
|
$720M
|
+$8.07M
|
+174,915
|
+1%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$93.2M
|
-$2.73M
|
-59,209
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$66.6M
|
+$665K
|
+14,431
|
+1%
|
|
|
4
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$36.1M
|
+$1.08M
|
+23,379
|
+3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.9M
|
-$9.95M
|
-215,840
|
-26%
|
|
|
6
|
CX Institutional
Auburn,
Indiana
|
$27.9M
|
-$494K
|
-10,717
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$27.7M
|
+$866K
|
+18,783
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.3M
|
-$1.03M
|
-22,389
|
-4%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$25.6M
|
-$882K
|
-19,126
|
-3%
|
|
|
10
|
|
$25.6M
|
+$806K
|
+17,478
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.5M
|
-$2.35M
|
-51,004
|
-11%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.7M
|
+$1.66M
|
+35,973
|
+10%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$15.8M
|
-$3.34M
|
-72,513
|
-17%
|
|
|
14
|
|
$13.4M
|
-$30.8M
|
-667,224
|
-70%
|
|
|
15
|
Davidson Investment Advisors
Great Falls,
Montana
|
$12.9M
|
-$56.4K
|
-1,223
|
-0.4%
|
|
|
16
|
Mather Group
Chicago,
Illinois
|
$11.3M
|
-$557K
|
-12,090
|
-5%
|
|
|
17
|
Old National Bancorp
Evansville,
Indiana
|
$10.5M
|
+$2.46M
|
+53,301
|
+30%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
+$394K
|
+8,541
|
+4%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$8.35M
|
+$207K
|
+4,497
|
+3%
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.28M
|
+$317K
|
+6,883
|
+4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.82M
|
-$2M
|
-43,375
|
-20%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$7.17M
|
-$194K
|
-4,217
|
-3%
|
|
|
23
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.08M
|
-$1.56M
|
-33,807
|
-18%
|
|
|
24
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.94M
|
+$4.01M
|
+86,955
|
+137%
|
|
|
25
|
Advisors Preferred
Rockville,
Maryland
|
$6.42M
|
+$1.9M
|
+41,215
|
+42%
|
|
