|
1
|
AE Wealth Management
Topeka,
Kansas
|
$105M
|
+$1.64M
|
+18,818
|
+2%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$103M
|
+$2.39M
|
+27,436
|
+2%
|
|
|
3
|
Baystate Wealth Management
Boston,
Massachusetts
|
$80.7M
|
+$1.23M
|
+14,130
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$71M
|
-$1.65M
|
-18,939
|
-2%
|
|
|
5
|
|
$59M
|
-$2.08M
|
-23,860
|
-3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$42.5M
|
-$1.23M
|
-14,137
|
-3%
|
|
|
7
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$41.6M
|
+$41.7M
|
+477,953
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$37.9M
|
+$803K
|
+9,209
|
+2%
|
|
|
9
|
Pacific Financial Group
Bellevue,
Washington
|
$30.2M
|
+$4.01M
|
+45,997
|
+15%
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
$29.9M
|
+$2.04M
|
+23,336
|
+7%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27M
|
+$876K
|
+10,048
|
+3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$26.9M
|
+$3.7M
|
+42,408
|
+16%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.3M
|
-$1.97M
|
-22,635
|
-8%
|
|
|
14
|
Wharton Business Group
Malvern,
Pennsylvania
|
$22.2M
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20.8M
|
-$78.1K
|
-896
|
-0.4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$19.9M
|
+$55.6K
|
+637
|
+0.3%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$19.7M
|
+$568K
|
+6,513
|
+3%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$18.7M
|
-$2.51M
|
-28,776
|
-12%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11M
|
-$367K
|
-4,206
|
-3%
|
|
|
20
|
Proficio Capital Partners
Newton,
Massachusetts
|
$8.68M
|
+$8.69M
|
+99,660
|
New
|
|
|
21
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$8.42M
|
+$161K
|
+1,846
|
+2%
|
|
|
22
|
Hilltop Holdings
Dallas,
Texas
|
$7.79M
|
+$7.8M
|
+89,487
|
New
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$7.12M
|
-$221K
|
-2,535
|
-3%
|
|
|
24
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$4.89M
|
-$237K
|
-2,722
|
-5%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.35M
|
+$1.51M
|
+17,359
|
+53%
|
|
