|
1
|
UBS Group
Zurich,
Switzerland
|
$60.4M
|
-$830K
|
-15,740
|
-1%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$35.2M
|
+$9.81M
|
+185,953
|
+36%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$34.9M
|
+$10M
|
+189,930
|
+38%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$29.1M
|
+$494K
|
+9,375
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
-$2.98M
|
-56,475
|
-17%
|
|
|
6
|
|
$12.8M
|
-$3.18M
|
-60,279
|
-19%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$12M
|
+$9.02K
|
+171
|
+0.1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.38M
|
+$416K
|
+7,895
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.36M
|
+$51.9K
|
+985
|
+0.8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4M
|
+$31.5K
|
+597
|
+0.8%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$1.77M
|
+$1.95K
|
+37
|
+0.1%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.61M
|
+$1.68M
|
+31,890
|
New
|
|
|
13
|
Darrell & King
Charlottesville,
Virginia
|
$981K
|
-$211K
|
-4,002
|
-17%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$967K
|
+$178K
|
+3,372
|
+21%
|
|
|
15
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$756K
|
-$8.33K
|
-158
|
-1%
|
|
|
16
|
|
$702K
|
–
|
–
|
–
|
|
|
17
|
Timber Hill
Greenwich,
Connecticut
|
$559K
|
-$10.5K
|
-200
|
-2%
|
|
|
18
|
GenWealth Group
Maplewood,
New Jersey
|
$450K
|
–
|
–
|
–
|
|
|
19
|
Prospera Financial Services
Dallas,
Texas
|
$442K
|
-$83.5K
|
-1,583
|
-15%
|
|
|
20
|
Moneywise Inc
Forest,
Virginia
|
$288K
|
-$27.2K
|
-516
|
-8%
|
|
|
21
|
WBH Advisory
Baltimore,
Maryland
|
$249K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$206K
|
+$38.1K
|
+722
|
+21%
|
|
|
23
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$205K
|
+$215K
|
+4,072
|
New
|
|
|
24
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$195K
|
+$45.2K
|
+857
|
+29%
|
|
|
25
|
Arax Advisory Partners
Denver,
Colorado
|
$178K
|
-$177K
|
-3,350
|
-49%
|
|
