|
1
|
Prudential Financial
Newark,
New Jersey
|
$160M
|
+$156M
|
+4,859,283
|
+45,542%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$45.4M
|
+$24.9M
|
+773,475
|
+128%
|
|
|
3
|
|
$45.1M
|
+$412K
|
+12,808
|
+0.9%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$20.1M
|
+$15.1M
|
+470,432
|
+337%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$14.9M
|
+$848K
|
+26,359
|
+6%
|
|
|
6
|
|
$13.3M
|
+$3.3M
|
+102,508
|
+34%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.2M
|
-$160K
|
-4,970
|
-1%
|
|
|
8
|
Karp Capital Management
Sausalito,
California
|
$12.8M
|
+$2.02M
|
+62,841
|
+19%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$7.36M
|
+$154K
|
+4,797
|
+2%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.02M
|
+$679K
|
+21,102
|
+11%
|
|
|
11
|
Richard C. Young & Co
Newport,
Rhode Island
|
$6.97M
|
+$6.82M
|
+211,817
|
New
|
|
|
12
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$3.92M
|
+$3.84M
|
+119,243
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.9M
|
+$16.8K
|
+522
|
+0.4%
|
|
|
14
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$3.83M
|
+$1.04M
|
+32,366
|
+3,371%
|
|
|
15
|
|
$3.49M
|
–
|
–
|
–
|
|
|
16
|
Integrated Advisors Network
Dallas,
Texas
|
$3.42M
|
+$3.34M
|
+103,828
|
New
|
|
|
17
|
Busey Bank
Urbana,
Illinois
|
$3M
|
+$2.93M
|
+91,180
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.86M
|
+$1.98M
|
+61,576
|
+243%
|
|
|
19
|
Sierra Capital
Miami,
Florida
|
$2.76M
|
–
|
–
|
–
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$2.58M
|
+$457K
|
+14,198
|
+22%
|
|
|
21
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.58M
|
+$101K
|
+3,126
|
+4%
|
|
|
22
|
|
$2.52M
|
+$1.53M
|
+47,561
|
+164%
|
|
|
23
|
Wintrust Investments
Chicago,
Illinois
|
$2.27M
|
+$59K
|
+1,832
|
+3%
|
|
|
24
|
Destination Wealth Management
Walnut Creek,
California
|
$2.04M
|
-$49.4K
|
-1,535
|
-2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.95M
|
+$4.54K
|
+141
|
+0.2%
|
|
