|
1
|
AE Wealth Management
Topeka,
Kansas
|
$25.2M
|
-$851K
|
-28,038
|
-3%
|
|
|
2
|
|
$16.1M
|
+$2.77M
|
+91,242
|
+23%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$10.8M
|
-$296K
|
-9,763
|
-3%
|
|
|
4
|
SMI Advisory Services
Columbus,
Indiana
|
$10.3M
|
+$9.8M
|
+322,840
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.8M
|
+$457K
|
+15,042
|
+5%
|
|
|
6
|
|
$9.44M
|
+$7.01M
|
+230,855
|
+388%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.28M
|
+$1.16M
|
+38,160
|
+15%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.82M
|
+$93.7K
|
+3,085
|
+1%
|
|
|
9
|
Concurrent Investment Advisors
Tampa,
Florida
|
$8.63M
|
+$8.06M
|
+265,507
|
New
|
|
|
10
|
Systelligence LLC
Bloomington,
Minnesota
|
$6.03M
|
+$898K
|
+29,579
|
+19%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.02M
|
+$4.94M
|
+162,595
|
+717%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.57M
|
+$5.18M
|
+170,741
|
+82,087%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$5.53M
|
+$164K
|
+5,401
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.33M
|
+$995K
|
+32,782
|
+25%
|
|
|
15
|
|
$4.96M
|
+$4.63M
|
+152,400
|
New
|
|
|
16
|
Old Port Advisors
Portland,
Maine
|
$4.09M
|
-$37.3K
|
-1,230
|
-1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.98M
|
+$831K
|
+27,371
|
+29%
|
|
|
18
|
Financial Management Professionals
Austin,
Texas
|
$2.35M
|
-$102K
|
-3,354
|
-4%
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
$2.29M
|
+$13.5K
|
+446
|
+0.6%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$2.23M
|
-$31.8K
|
-1,049
|
-2%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.09M
|
+$228K
|
+7,505
|
+13%
|
|
|
22
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.88M
|
+$803K
|
+26,453
|
+84%
|
|
|
23
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$1.73M
|
+$1.58M
|
+52,181
|
New
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$1.63M
|
+$1.52M
|
+50,056
|
New
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.6M
|
+$328K
|
+10,809
|
+28%
|
|
