|
1
|
AE Wealth Management
Topeka,
Kansas
|
$92.6M
|
+$4.15M
|
+73,418
|
+5%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$90.2M
|
+$3.23M
|
+57,173
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$62.5M
|
-$5.65M
|
-99,926
|
-9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$33.3M
|
-$1.23M
|
-21,750
|
-4%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$30.4M
|
+$1.32M
|
+23,334
|
+5%
|
|
|
6
|
|
$28.7M
|
+$23.6M
|
+418,332
|
+579%
|
|
|
7
|
Pacific Financial Group
Bellevue,
Washington
|
$23.7M
|
-$5.73M
|
-101,373
|
-20%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
+$3.91M
|
+69,242
|
+27%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$14.7M
|
+$2.42M
|
+42,825
|
+21%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.78M
|
-$47.4K
|
-838
|
-0.6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$7.82M
|
+$182K
|
+3,224
|
+2%
|
|
|
12
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$6.87M
|
-$344K
|
-6,093
|
-5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$5.4M
|
-$735K
|
-13,007
|
-12%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$3.14M
|
+$704K
|
+12,465
|
+30%
|
|
|
15
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$2.45M
|
+$2.37M
|
+41,847
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.47M
|
+$1.41M
|
+25,032
|
New
|
|
|
17
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.41M
|
+$152K
|
+2,684
|
+13%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.26M
|
+$19.7K
|
+348
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.24M
|
-$77.4K
|
-1,369
|
-6%
|
|
|
20
|
|
$1.19M
|
+$283K
|
+5,000
|
+32%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$1.18M
|
+$729K
|
+12,900
|
+177%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$1.1M
|
+$105K
|
+1,851
|
+11%
|
|
|
23
|
Oppenheimer & Co
New York
|
$935K
|
+$274K
|
+4,840
|
+43%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$679K
|
+$34.8K
|
+616
|
+6%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$656K
|
+$633K
|
+11,208
|
New
|
|
