|
1
|
Baystate Wealth Management
Boston,
Massachusetts
|
$74.6M
|
+$732K
|
+9,597
|
+1%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$62.2M
|
-$1.45M
|
-18,954
|
-2%
|
|
|
3
|
|
$55.6M
|
-$4.7M
|
-61,691
|
-8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$38M
|
-$3.56M
|
-46,635
|
-8%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$37.5M
|
+$9.33M
|
+122,403
|
+32%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$37.4M
|
+$9.09M
|
+119,166
|
+31%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$22.6M
|
-$715K
|
-9,377
|
-3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
+$363K
|
+4,762
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$20.3M
|
+$157K
|
+2,056
|
+0.8%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$17.6M
|
-$878K
|
-11,511
|
-5%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$17.1M
|
-$2.9M
|
-37,990
|
-14%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.8M
|
+$1.67M
|
+21,919
|
+11%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$16.8M
|
+$480K
|
+6,300
|
+3%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$16.4M
|
-$349K
|
-4,584
|
-2%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$8.59M
|
+$4.72M
|
+61,968
|
+114%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.53M
|
+$1.3M
|
+17,109
|
+17%
|
|
|
17
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$5.71M
|
+$4M
|
+52,485
|
+211%
|
|
|
18
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$3.83M
|
+$3.95M
|
+51,844
|
New
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.74M
|
-$685K
|
-8,987
|
-15%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$3.65M
|
-$221K
|
-2,899
|
-6%
|
|
|
21
|
B. Riley Financial
Los Angeles,
California
|
$3.38M
|
+$1.76M
|
+23,040
|
+101%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.01M
|
+$324K
|
+4,246
|
+12%
|
|
|
23
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.89M
|
+$244K
|
+3,204
|
+9%
|
|
|
24
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.26M
|
+$1.28M
|
+16,731
|
+120%
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
$1.9M
|
-$214K
|
-2,807
|
-10%
|
|
