|
1
|
Baystate Wealth Management
Boston,
Massachusetts
|
$67.2M
|
+$1.82M
|
+23,518
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$61.8M
|
+$4.98M
|
+64,414
|
+8%
|
|
|
3
|
|
$60.7M
|
+$2.77M
|
+35,793
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$39.6M
|
+$1.88M
|
+24,320
|
+5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$28.3M
|
+$6.2M
|
+80,152
|
+26%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.5M
|
-$2.35M
|
-30,319
|
-10%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$19.5M
|
+$1.55M
|
+20,022
|
+8%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.4M
|
+$16.2M
|
+209,889
|
+349%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$18.9M
|
-$9.8M
|
-126,684
|
-33%
|
|
|
10
|
Pacific Financial Group
Bellevue,
Washington
|
$18.8M
|
+$20.3M
|
+262,186
|
New
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$17.3M
|
+$446K
|
+5,758
|
+2%
|
|
|
12
|
Wharton Business Group
Malvern,
Pennsylvania
|
$16.5M
|
-$152K
|
-1,964
|
-0.8%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$16.4M
|
+$210K
|
+2,709
|
+1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$15.3M
|
-$10.2M
|
-131,284
|
-38%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$11.5M
|
+$361K
|
+4,669
|
+3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.29M
|
-$1.27M
|
-16,409
|
-12%
|
|
|
17
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$7.73M
|
+$3.14M
|
+40,571
|
+60%
|
|
|
18
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$5.74M
|
+$6.19M
|
+80,036
|
New
|
|
|
19
|
HMS Capital Management
Nashville,
Tennessee
|
$4.95M
|
+$5.34M
|
+69,042
|
New
|
|
|
20
|
|
$4.92M
|
+$952K
|
+12,296
|
+22%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.79M
|
+$5.17M
|
+66,798
|
New
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.05M
|
+$441K
|
+5,693
|
+11%
|
|
|
23
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$3.67M
|
-$321K
|
-4,146
|
-7%
|
|
|
24
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3.52M
|
-$172M
|
-2,228,108
|
-98%
|
|
|
25
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$3.12M
|
-$1.61M
|
-20,814
|
-32%
|
|
