|
1
|
Baystate Wealth Management
Boston,
Massachusetts
|
$61.2M
|
+$1.88M
|
+29,613
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$58.5M
|
-$15.5M
|
-243,867
|
-21%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$54.2M
|
+$53.5M
|
+841,258
|
New
|
|
|
4
|
|
$52.9M
|
-$627K
|
-9,860
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$35.9M
|
+$952K
|
+14,972
|
+3%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19.2M
|
+$4.32M
|
+67,904
|
+29%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$17.4M
|
+$87.1K
|
+1,370
|
+0.5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
+$2.05M
|
+32,271
|
+15%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$1.97M
|
+30,990
|
+15%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$15M
|
+$4.39M
|
+69,090
|
+42%
|
|
|
11
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$15M
|
+$4.4M
|
+69,136
|
+42%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
+$1.78M
|
+28,056
|
+14%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$12.7M
|
+$116K
|
+1,821
|
+0.9%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$10.9M
|
+$3.94M
|
+61,912
|
+57%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.4M
|
+$622K
|
+9,780
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.97M
|
+$360K
|
+5,667
|
+8%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.13M
|
+$1.36M
|
+21,362
|
+50%
|
|
|
18
|
|
$3.53M
|
+$352K
|
+5,532
|
+11%
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$2.93M
|
+$2.88M
|
+45,372
|
New
|
|
|
20
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.81M
|
+$1.2M
|
+18,900
|
+209%
|
|
|
21
|
Huntington National Bank
Columbus,
Ohio
|
$1.72M
|
-$1.73M
|
-27,191
|
Closed
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.57M
|
+$362K
|
+5,694
|
+30%
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$1.22M
|
+$576K
|
+9,053
|
+92%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.12M
|
+$170K
|
+2,671
|
+18%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$881K
|
+$73.4K
|
+1,155
|
+9%
|
|
