|
1
|
Baystate Wealth Management
Boston,
Massachusetts
|
$72.9M
|
-$7.01M
|
-91,429
|
-9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$66.7M
|
+$685K
|
+8,932
|
+1%
|
|
|
3
|
|
$59.6M
|
+$512K
|
+6,675
|
+0.9%
|
|
|
4
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$50.1M
|
+$10M
|
+130,566
|
+26%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$49.2M
|
+$9.23M
|
+120,378
|
+24%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$40.9M
|
+$497K
|
+6,477
|
+1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.3M
|
+$6.31M
|
+82,322
|
+36%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$23M
|
+$208K
|
+2,718
|
+0.9%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$22.6M
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$20.2M
|
+$1.46M
|
+19,106
|
+8%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$19.6M
|
+$1.79M
|
+23,330
|
+10%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$19.6M
|
-$1.91M
|
-24,908
|
-9%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$18.1M
|
–
|
–
|
–
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$17.5M
|
+$129K
|
+1,678
|
+0.8%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$10.2M
|
+$1.02M
|
+13,281
|
+11%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.19M
|
+$130K
|
+1,697
|
+1%
|
|
|
17
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$4.32M
|
+$254K
|
+3,314
|
+6%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.1M
|
+$882K
|
+11,507
|
+28%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.04M
|
+$62K
|
+808
|
+2%
|
|
|
20
|
B. Riley Financial
Los Angeles,
California
|
$3.44M
|
-$235K
|
-3,067
|
-7%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$2.97M
|
-$887K
|
-11,566
|
-23%
|
|
|
22
|
|
$2.66M
|
+$2.61M
|
+33,993
|
New
|
|
|
23
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.66M
|
+$249K
|
+3,247
|
+11%
|
|
|
24
|
BB&T Securities
Richmond,
Virginia
|
$2.13M
|
+$119K
|
+1,556
|
+6%
|
|
|
25
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2M
|
+$790K
|
+10,309
|
+68%
|
|
