|
1
|
UBS Group
Zurich,
Switzerland
|
$58.4M
|
+$4.11M
|
+80,301
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
+$2.29M
|
+44,769
|
+8%
|
|
|
3
|
Pacific Financial Group
Bellevue,
Washington
|
$21.7M
|
+$23.3M
|
+454,805
|
New
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$15.5M
|
+$2.43M
|
+47,429
|
+17%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
-$30.6K
|
-598
|
-0.2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.65M
|
+$171K
|
+3,345
|
+2%
|
|
|
7
|
|
$6.44M
|
-$6.4M
|
-124,983
|
-48%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6M
|
-$827K
|
-16,159
|
-11%
|
|
|
9
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$5.37M
|
+$5.75M
|
+112,309
|
New
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$3.91M
|
-$95.4K
|
-1,863
|
-2%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$2.01M
|
+$354K
|
+6,909
|
+20%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$979K
|
+$10.9K
|
+213
|
+1%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$955K
|
+$1.02M
|
+19,974
|
New
|
|
|
14
|
SG Americas Securities
New York
|
$868K
|
-$22.5K
|
-440
|
-2%
|
|
|
15
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$765K
|
-$64.8M
|
-1,264,631
|
-99%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$765K
|
-$51.9M
|
-1,013,240
|
-98%
|
|
|
17
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$732K
|
+$306K
|
+5,973
|
+64%
|
|
|
18
|
|
$727K
|
+$56.3K
|
+1,100
|
+8%
|
|
|
19
|
|
$716K
|
-$539K
|
-10,523
|
-41%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$646K
|
+$692K
|
+13,522
|
New
|
|
|
21
|
GenWealth Group
Maplewood,
New Jersey
|
$427K
|
–
|
–
|
–
|
|
|
22
|
Darrell & King
Charlottesville,
Virginia
|
$424K
|
-$356K
|
-6,950
|
-44%
|
|
|
23
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$388K
|
+$415K
|
+8,111
|
New
|
|
|
24
|
Baystate Wealth Management
Boston,
Massachusetts
|
$387K
|
+$393K
|
+7,672
|
New
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$356K
|
+$381K
|
+7,442
|
New
|
|
