|
1
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$68.5M
|
+$21.5M
|
+406,432
|
+46%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$61.1M
|
-$1.56M
|
-29,522
|
-3%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$55M
|
+$8.63M
|
+163,468
|
+19%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$31.7M
|
-$340K
|
-6,447
|
-1%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$14.8M
|
+$621K
|
+11,754
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
-$319K
|
-6,038
|
-2%
|
|
|
7
|
|
$13.9M
|
+$439K
|
+8,317
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.57M
|
+$523K
|
+9,897
|
+8%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.26M
|
+$50.7K
|
+960
|
+0.7%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.47M
|
-$12.4K
|
-235
|
-0.3%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$1.88M
|
–
|
–
|
–
|
|
|
12
|
|
$1.36M
|
+$349K
|
+6,613
|
+35%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$1.09M
|
-$2.75K
|
-52
|
-0.3%
|
|
|
14
|
SG Americas Securities
New York
|
$994K
|
+$534K
|
+10,114
|
+119%
|
|
|
15
|
Darrell & King
Charlottesville,
Virginia
|
$846K
|
-$21.6K
|
-410
|
-3%
|
|
|
16
|
|
$756K
|
+$10.2K
|
+194
|
+1%
|
|
|
17
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$499K
|
+$493K
|
+9,336
|
New
|
|
|
18
|
GenWealth Group
Maplewood,
New Jersey
|
$482K
|
–
|
–
|
–
|
|
|
19
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$314K
|
–
|
–
|
–
|
|
|
20
|
Prospera Financial Services
Dallas,
Texas
|
$311K
|
-$157K
|
-2,977
|
-34%
|
|
|
21
|
Moneywise Inc
Forest,
Virginia
|
$301K
|
-$3.7K
|
-70
|
-1%
|
|
|
22
|
WBH Advisory
Baltimore,
Maryland
|
$264K
|
–
|
–
|
–
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$219K
|
–
|
–
|
–
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$217K
|
+$214K
|
+4,051
|
New
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$206K
|
+$203K
|
+3,837
|
New
|
|
