|
1
|
UBS Group
Zurich,
Switzerland
|
$59.6M
|
-$1.28M
|
-25,058
|
-2%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$44.5M
|
+$9.27M
|
+181,623
|
+26%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$44.1M
|
+$8.57M
|
+167,885
|
+24%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
+$1.14M
|
+22,327
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
-$27.6K
|
-541
|
-0.2%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$13.5M
|
+$1.39M
|
+27,294
|
+11%
|
|
|
7
|
|
$12.8M
|
-$151K
|
-2,964
|
-1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.86M
|
+$425K
|
+8,321
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.71M
|
+$287K
|
+5,619
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.27M
|
+$230K
|
+4,515
|
+6%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$1.79M
|
–
|
–
|
–
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$1.04M
|
+$65.5K
|
+1,283
|
+7%
|
|
|
13
|
|
$961K
|
+$964K
|
+18,888
|
New
|
|
|
14
|
Darrell & King
Charlottesville,
Virginia
|
$826K
|
-$163K
|
-3,200
|
-16%
|
|
|
15
|
|
$707K
|
–
|
–
|
–
|
|
|
16
|
GenWealth Group
Maplewood,
New Jersey
|
$451K
|
–
|
–
|
–
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
$442K
|
–
|
–
|
–
|
|
|
18
|
SG Americas Securities
New York
|
$431K
|
+$433K
|
+8,478
|
New
|
|
|
19
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$299K
|
+$300K
|
+5,880
|
New
|
|
|
20
|
Moneywise Inc
Forest,
Virginia
|
$290K
|
–
|
–
|
–
|
|
|
21
|
WBH Advisory
Baltimore,
Maryland
|
$252K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$209K
|
–
|
–
|
–
|
|
|
23
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$196K
|
–
|
–
|
–
|
|
|
24
|
Arax Advisory Partners
Denver,
Colorado
|
$180K
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$166K
|
–
|
–
|
–
|
|
