|
1
|
AE Wealth Management
Topeka,
Kansas
|
$82.2M
|
+$44.9M
|
+840,910
|
+123%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$80.3M
|
+$42.5M
|
+797,489
|
+116%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$59.4M
|
-$1.61M
|
-30,165
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$33.1M
|
+$419K
|
+7,846
|
+1%
|
|
|
5
|
Pacific Financial Group
Bellevue,
Washington
|
$26.2M
|
–
|
–
|
–
|
|
|
6
|
TIAA FSB
Jacksonville,
Florida
|
$24.3M
|
+$4.01M
|
+75,091
|
+20%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$15.2M
|
-$12.9K
|
-241
|
-0.1%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$14.1M
|
-$356K
|
-6,668
|
-2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.26M
|
+$622K
|
+11,662
|
+8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.85M
|
-$7.66M
|
-143,660
|
-53%
|
|
|
11
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$6.6M
|
+$250K
|
+4,681
|
+4%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$5.03M
|
-$507K
|
-9,504
|
-9%
|
|
|
13
|
|
$3.84M
|
-$61.8K
|
-1,159
|
-2%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$2.27M
|
–
|
–
|
–
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$2M
|
+$669K
|
+12,538
|
+51%
|
|
|
16
|
Sterling Capital Management
Charlotte,
North Carolina
|
$1.71M
|
-$68.3K
|
-1,280
|
-4%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$1.34M
|
+$1.32M
|
+24,822
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.16M
|
+$61.9K
|
+1,161
|
+6%
|
|
|
19
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.14M
|
+$33.9K
|
+635
|
+3%
|
|
|
20
|
|
$976K
|
+$963K
|
+18,059
|
New
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$846K
|
-$31.8K
|
-597
|
-4%
|
|
|
22
|
|
$832K
|
–
|
–
|
–
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$592K
|
-$94.7K
|
-1,775
|
-14%
|
|
|
24
|
GenWealth Group
Maplewood,
New Jersey
|
$489K
|
–
|
–
|
–
|
|
|
25
|
Baystate Wealth Management
Boston,
Massachusetts
|
$406K
|
+$2.56K
|
+48
|
+0.7%
|
|
