|
1
|
AE Wealth Management
Topeka,
Kansas
|
$108M
|
-$5.27M
|
-55,375
|
-4%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$105M
|
-$5.16M
|
-54,235
|
-4%
|
|
|
3
|
|
$67.3M
|
+$6.56M
|
+68,934
|
+9%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$65.6M
|
+$619K
|
+6,508
|
+0.8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$60.9M
|
-$8.52M
|
-89,521
|
-11%
|
|
|
6
|
TIAA FSB
Jacksonville,
Florida
|
$59.5M
|
+$34.2M
|
+359,535
|
+104%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$48.1M
|
+$6.99M
|
+73,460
|
+15%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$43.8M
|
+$3.66M
|
+38,453
|
+8%
|
|
|
9
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$43.5M
|
+$2.19M
|
+22,983
|
+5%
|
|
|
10
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$30.4M
|
-$1.12M
|
-11,810
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$29.1M
|
+$2.79M
|
+29,261
|
+9%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.7M
|
-$1.23M
|
-12,889
|
-4%
|
|
|
13
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$25.5M
|
+$28.9M
|
+303,178
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.7M
|
+$27.9M
|
+293,462
|
New
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$24.7M
|
+$845K
|
+8,877
|
+3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$24.5M
|
+$2.11M
|
+22,202
|
+8%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.8M
|
+$1.87M
|
+19,661
|
+7%
|
|
|
18
|
Wharton Business Group
Malvern,
Pennsylvania
|
$21.3M
|
-$125K
|
-1,310
|
-0.5%
|
|
|
19
|
Great Lakes Retirement
Sandusky,
Ohio
|
$18.6M
|
-$3.38M
|
-35,502
|
-14%
|
|
|
20
|
Trilogy Capital
Irvine,
California
|
$17.5M
|
+$17.6M
|
+184,621
|
New
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$17M
|
+$19.3M
|
+202,413
|
New
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$13.7M
|
+$6.51M
|
+68,385
|
+72%
|
|
|
23
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$12.4M
|
+$14M
|
+146,685
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$179K
|
+1,877
|
+1%
|
|
|
25
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$7.96M
|
-$312K
|
-3,275
|
-3%
|
|
