|
1
|
AE Wealth Management
Topeka,
Kansas
|
$18M
|
-$7.95M
|
-242,516
|
-31%
|
|
|
2
|
|
$16.1M
|
-$488K
|
-14,881
|
-3%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$11.2M
|
+$87.4K
|
+2,667
|
+0.8%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.6M
|
+$517K
|
+15,773
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.84M
|
+$269K
|
+8,208
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$8.96M
|
-$120K
|
-3,675
|
-1%
|
|
|
7
|
Concurrent Investment Advisors
Tampa,
Florida
|
$8.73M
|
-$164K
|
-5,016
|
-2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.44M
|
+$2.18M
|
+66,597
|
+36%
|
|
|
9
|
|
$7.6M
|
-$2.08M
|
-63,412
|
-22%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.82M
|
+$1.3M
|
+39,791
|
+24%
|
|
|
11
|
Systelligence LLC
Bloomington,
Minnesota
|
$6.2M
|
-$14.2K
|
-433
|
-0.2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$6.06M
|
+$357K
|
+10,882
|
+6%
|
|
|
13
|
SMI Advisory Services
Columbus,
Indiana
|
$6.04M
|
-$4.71M
|
-143,815
|
-45%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.49M
|
+$388K
|
+11,830
|
+10%
|
|
|
15
|
Old Port Advisors
Portland,
Maine
|
$4.02M
|
-$189K
|
-5,752
|
-5%
|
|
|
16
|
Titleist Asset Management
San Antonio,
Texas
|
$2.59M
|
+$2.54M
|
+77,425
|
New
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.3M
|
+$642K
|
+19,580
|
+40%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$2.29M
|
-$3.8K
|
-116
|
-0.2%
|
|
|
19
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.23M
|
+$464K
|
+14,167
|
+27%
|
|
|
20
|
Financial Management Professionals
Austin,
Texas
|
$2.22M
|
-$197K
|
-6,020
|
-8%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.06M
|
-$85.5K
|
-2,607
|
-4%
|
|
|
22
|
WealthShield Partners
Cary,
North Carolina
|
$1.95M
|
-$408K
|
-12,435
|
-18%
|
|
|
23
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.86M
|
+$825K
|
+25,161
|
+83%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.78M
|
+$1.02M
|
+31,225
|
+143%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.71M
|
+$612K
|
+18,664
|
+58%
|
|
