|
1
|
Baystate Wealth Management
Boston,
Massachusetts
|
$77.5M
|
+$1.27M
|
+17,858
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$63.1M
|
-$1.82M
|
-25,541
|
-3%
|
|
|
3
|
|
$59.7M
|
+$272K
|
+3,816
|
+0.5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$41.1M
|
-$81.3K
|
-1,141
|
-0.2%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$28.4M
|
+$4.49M
|
+63,116
|
+19%
|
|
|
6
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$28.3M
|
+$27.1M
|
+380,958
|
+7,263%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$23.1M
|
+$1.12M
|
+15,715
|
+5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
+$1.93M
|
+27,119
|
+10%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$20M
|
+$1.46M
|
+20,507
|
+8%
|
|
|
10
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.7M
|
-$38.1K
|
-535
|
-0.2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$18.3M
|
+$695K
|
+9,754
|
+4%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$16.5M
|
+$437K
|
+6,130
|
+3%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$16.2M
|
+$2.21M
|
+31,060
|
+16%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.1M
|
+$2.44M
|
+34,201
|
+20%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.21M
|
+$485K
|
+6,817
|
+7%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.37M
|
+$213K
|
+2,994
|
+5%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$3.99M
|
+$1.18M
|
+16,514
|
+43%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$3.83M
|
+$800K
|
+11,233
|
+27%
|
|
|
19
|
|
$3.58M
|
-$626K
|
-8,790
|
-15%
|
|
|
20
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.81M
|
+$278K
|
+3,901
|
+12%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.68M
|
+$1.81M
|
+25,452
|
+228%
|
|
|
22
|
|
$2.44M
|
+$1.29M
|
+18,087
|
+118%
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$2.09M
|
+$246K
|
+3,449
|
+14%
|
|
|
24
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$1.82M
|
+$48.6K
|
+683
|
+3%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$1.79M
|
–
|
–
|
–
|
|
