|
1
|
AE Wealth Management
Topeka,
Kansas
|
$72.8M
|
+$3.6M
|
+66,904
|
+4%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$70.8M
|
+$3.38M
|
+62,788
|
+4%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$57M
|
+$41.6M
|
+773,039
|
+149%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$41.6M
|
-$6.81M
|
-126,651
|
-12%
|
|
|
5
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$34.5M
|
+$42.1M
|
+782,888
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$27.5M
|
+$2.87M
|
+53,354
|
+9%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$12.1M
|
+$1.18M
|
+21,901
|
+9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
-$4.5M
|
-83,692
|
-26%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.98M
|
+$439K
|
+8,174
|
+5%
|
|
|
10
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$5.38M
|
+$250K
|
+4,654
|
+4%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$4.16M
|
+$2.19M
|
+40,698
|
+76%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.1M
|
+$34.7K
|
+645
|
+0.7%
|
|
|
13
|
|
$2.66M
|
-$23.1M
|
-430,177
|
-88%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.62M
|
+$3.19M
|
+59,411
|
New
|
|
|
15
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$2.48M
|
+$771K
|
+14,344
|
+34%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$1.45M
|
+$749K
|
+13,938
|
+74%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.3M
|
-$5.6M
|
-104,146
|
-78%
|
|
|
18
|
Oppenheimer & Co
New York
|
$1.26M
|
+$673K
|
+12,514
|
+78%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$1.25M
|
+$1.53M
|
+28,479
|
New
|
|
|
20
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.08M
|
+$19.1K
|
+355
|
+1%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.01M
|
+$67.4K
|
+1,253
|
+6%
|
|
|
22
|
Baystate Wealth Management
Boston,
Massachusetts
|
$946K
|
+$649K
|
+12,082
|
+129%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$941K
|
+$3.65K
|
+68
|
+0.3%
|
|
|
24
|
|
$930K
|
+$36.6K
|
+681
|
+3%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$869K
|
+$1.03M
|
+19,171
|
+3,544%
|
|
