|
1
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$76.4M
|
+$21M
|
+254,782
|
+40%
|
|
|
2
|
|
$69.2M
|
+$4.05M
|
+49,042
|
+6%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$68.6M
|
-$4.25M
|
-51,429
|
-6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$68M
|
-$4.59M
|
-55,529
|
-7%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$61.1M
|
+$7.23M
|
+87,571
|
+14%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$45.1M
|
+$487K
|
+5,897
|
+1%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$33.3M
|
+$6.86M
|
+83,002
|
+27%
|
|
|
8
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$33.1M
|
-$76M
|
-920,404
|
-29%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$29.4M
|
+$7.79M
|
+94,295
|
+38%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27M
|
+$424K
|
+5,128
|
+2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$26.8M
|
+$1.68M
|
+20,370
|
+7%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$21.5M
|
+$111K
|
+1,349
|
+0.5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$20.1M
|
-$1.83M
|
-22,202
|
-9%
|
|
|
14
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.8M
|
-$9.91K
|
-120
|
-0.1%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$19.2M
|
+$153K
|
+1,852
|
+0.8%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$13.3M
|
+$2.17M
|
+26,243
|
+20%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
+$1.2M
|
+14,517
|
+12%
|
|
|
18
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.74M
|
+$3.44M
|
+41,688
|
+164%
|
|
|
19
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$5.49M
|
+$5.31M
|
+64,226
|
New
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.14M
|
+$648K
|
+7,839
|
+15%
|
|
|
21
|
|
$4.8M
|
+$1.84M
|
+22,230
|
+65%
|
|
|
22
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$4.72M
|
+$12.5K
|
+151
|
+0.3%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.34M
|
-$59.9K
|
-725
|
-1%
|
|
|
24
|
Raffa Wealth Management
Washington,
District of Columbia
|
$4.09M
|
+$1.16M
|
+14,000
|
+41%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$3.37M
|
+$120K
|
+1,458
|
+4%
|
|
