|
1
|
AE Wealth Management
Topeka,
Kansas
|
$102M
|
+$55.6M
|
+660,561
|
+126%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$99.4M
|
+$52.8M
|
+627,079
|
+118%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$79M
|
+$777K
|
+9,239
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$71.6M
|
-$698K
|
-8,302
|
-1%
|
|
|
5
|
|
$60.2M
|
+$285K
|
+3,384
|
+0.5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$43.1M
|
+$1.34M
|
+15,872
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$36.6M
|
+$3.74M
|
+44,459
|
+12%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
$27.4M
|
+$4.21M
|
+50,026
|
+19%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.7M
|
-$181K
|
-2,153
|
-0.7%
|
|
|
10
|
Pacific Financial Group
Bellevue,
Washington
|
$25.1M
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.9M
|
+$82.5K
|
+981
|
+0.3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$22.9M
|
-$1.2M
|
-14,245
|
-5%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$21.9M
|
-$30.3K
|
-360
|
-0.1%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$20.9M
|
-$80.1K
|
-952
|
-0.4%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20.6M
|
-$3.65M
|
-43,375
|
-15%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$19.6M
|
-$7.62M
|
-90,584
|
-28%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$18.9M
|
-$1.34M
|
-15,966
|
-7%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$14.5M
|
-$93.8K
|
-1,115
|
-0.7%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$969K
|
+11,518
|
+10%
|
|
|
20
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$8.14M
|
+$450K
|
+5,349
|
+6%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$7.23M
|
+$134K
|
+1,593
|
+2%
|
|
|
22
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$5.06M
|
-$54K
|
-642
|
-1%
|
|
|
23
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$4.41M
|
-$32.6K
|
-387
|
-0.7%
|
|
|
24
|
Perella Weinberg Partners Capital Management
New York
|
$3.72M
|
–
|
–
|
–
|
|
|
25
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$3.6M
|
+$3.53M
|
+42,000
|
New
|
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