|
1
|
AE Wealth Management
Topeka,
Kansas
|
$175M
|
+$35.3M
|
+360,458
|
+28%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$171M
|
+$35M
|
+356,925
|
+29%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$144M
|
+$62.8M
|
+640,928
|
+91%
|
|
|
4
|
|
$94M
|
+$8.13M
|
+82,915
|
+10%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.3M
|
+$84.2M
|
+858,701
|
+5,301%
|
|
|
6
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$83.2M
|
+$76.5M
|
+780,224
|
New
|
|
|
7
|
Baystate Wealth Management
Boston,
Massachusetts
|
$78.8M
|
-$3.93M
|
-40,137
|
-5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$77.7M
|
+$15.5M
|
+157,736
|
+28%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$68.1M
|
-$8.36M
|
-85,303
|
-12%
|
|
|
10
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$56.4M
|
+$1.15M
|
+11,753
|
+2%
|
|
|
11
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$41.8M
|
+$2.21M
|
+22,543
|
+6%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$41.2M
|
+$6.8M
|
+69,352
|
+22%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.7M
|
+$8.69M
|
+88,662
|
+30%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$40M
|
+$8.3M
|
+84,634
|
+29%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$39.7M
|
+$7.72M
|
+78,795
|
+27%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.1M
|
+$6.36M
|
+64,852
|
+23%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$36.4M
|
-$412K
|
-4,199
|
-1%
|
|
|
18
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$30.8M
|
-$1.36M
|
-13,888
|
-5%
|
|
|
19
|
Wharton Business Group
Malvern,
Pennsylvania
|
$27M
|
–
|
–
|
–
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$21.2M
|
-$374K
|
-3,812
|
-2%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$21M
|
-$31.8M
|
-324,079
|
-62%
|
|
|
22
|
Trilogy Capital
Irvine,
California
|
$18.5M
|
-$2.23M
|
-22,794
|
-12%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$17.2M
|
-$198K
|
-2,020
|
-1%
|
|
|
24
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$16M
|
+$315K
|
+3,210
|
+2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
+$1.22M
|
+12,467
|
+9%
|
|
