|
1
|
Baystate Wealth Management
Boston,
Massachusetts
|
$77.3M
|
+$1.81M
|
+23,167
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$69.3M
|
-$1.41M
|
-18,068
|
-2%
|
|
|
3
|
|
$57.4M
|
-$11.5M
|
-147,640
|
-17%
|
|
|
4
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$43.7M
|
+$40.6M
|
+519,041
|
+4,100%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$43.3M
|
+$40.1M
|
+513,511
|
+4,057%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$40M
|
-$5.12M
|
-65,502
|
-12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$31.4M
|
-$955K
|
-12,223
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$26.2M
|
+$8.24M
|
+105,459
|
+49%
|
|
|
9
|
Pacific Financial Group
Bellevue,
Washington
|
$25.1M
|
+$3.38M
|
+43,317
|
+17%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.8M
|
+$2.48M
|
+31,741
|
+12%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.8M
|
+$335K
|
+4,290
|
+2%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$23.3M
|
+$1.56M
|
+20,027
|
+8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$23.1M
|
+$3.09M
|
+39,564
|
+16%
|
|
|
14
|
TIAA FSB
Jacksonville,
Florida
|
$22.2M
|
+$21.1M
|
+269,547
|
New
|
|
|
15
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$22M
|
+$12.5M
|
+159,621
|
+148%
|
|
|
16
|
Wharton Business Group
Malvern,
Pennsylvania
|
$21M
|
+$2M
|
+25,590
|
+11%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$20.1M
|
-$2.17M
|
-27,827
|
-10%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$19.4M
|
+$635K
|
+8,131
|
+4%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$13.9M
|
+$695K
|
+8,901
|
+6%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.83M
|
+$323K
|
+4,134
|
+4%
|
|
|
21
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$7.36M
|
+$737K
|
+9,438
|
+12%
|
|
|
22
|
|
$7.28M
|
+$1.56M
|
+19,972
|
+29%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$6.8M
|
+$3.97M
|
+50,758
|
+159%
|
|
|
24
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$4.9M
|
+$658K
|
+8,424
|
+16%
|
|
|
25
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$4.86M
|
+$1.23M
|
+15,721
|
+36%
|
|
