|
1
|
AE Wealth Management
Topeka,
Kansas
|
$129M
|
+$11.8M
|
+129,144
|
+11%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$126M
|
+$10.7M
|
+116,758
|
+10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$78.5M
|
-$232K
|
-2,545
|
-0.3%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$74.6M
|
-$14.1M
|
-154,120
|
-17%
|
|
|
5
|
|
$70.5M
|
+$4.79M
|
+52,432
|
+8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$48M
|
+$5.63M
|
+61,690
|
+14%
|
|
|
7
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$47.7M
|
+$1.47M
|
+16,053
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$46.6M
|
-$590K
|
-6,458
|
-1%
|
|
|
9
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$36.9M
|
+$34.8M
|
+381,610
|
New
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
$33.5M
|
+$401K
|
+4,391
|
+1%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.8M
|
+$1.81M
|
+19,860
|
+6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$30.6M
|
+$700K
|
+7,668
|
+2%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$27.5M
|
+$6.4M
|
+70,051
|
+33%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$25.9M
|
+$3.62M
|
+39,598
|
+17%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.5M
|
-$397K
|
-4,347
|
-2%
|
|
|
16
|
Great Lakes Retirement
Sandusky,
Ohio
|
$24.8M
|
+$23.4M
|
+256,191
|
New
|
|
|
17
|
Wharton Business Group
Malvern,
Pennsylvania
|
$24.6M
|
-$22.4K
|
-245
|
-0.1%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$23.4M
|
+$377K
|
+4,124
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
+$430K
|
+4,708
|
+4%
|
|
|
20
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$9.45M
|
+$106K
|
+1,165
|
+1%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$9.15M
|
+$1.18M
|
+12,926
|
+16%
|
|
|
22
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$6.93M
|
+$6.56M
|
+71,792
|
New
|
|
|
23
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$5.55M
|
+$118K
|
+1,288
|
+2%
|
|
|
24
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$5.34M
|
+$5.05M
|
+55,346
|
New
|
|
|
25
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.8M
|
+$4.54M
|
+49,701
|
New
|
|
