|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$28.9M
|
+$295K
|
+10,645
|
+1%
|
|
|
2
|
Corient Private Wealth
Miami,
Florida
|
$14.3M
|
-$1.45M
|
-52,420
|
-9%
|
|
|
3
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$12.4M
|
+$73K
|
+2,637
|
+0.6%
|
|
|
4
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$8.62M
|
+$4.2M
|
+151,672
|
+85%
|
|
|
5
|
River Street Advisors
Aurora,
Illinois
|
$4.7M
|
+$323K
|
+11,675
|
+7%
|
|
|
6
|
|
$3.36M
|
+$2.84M
|
+102,384
|
+390%
|
|
|
7
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.21M
|
+$2.52M
|
+91,009
|
+288%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.72M
|
+$2.88M
|
+103,858
|
New
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$1.47M
|
+$1.56M
|
+56,366
|
New
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$740K
|
–
|
–
|
–
|
|
|
11
|
First Pacific Financial
Vancouver,
Washington
|
$691K
|
-$26.1M
|
-942,206
|
-97%
|
|
|
12
|
Falcon Wealth Planning
Ontario,
California
|
$455K
|
+$203K
|
+7,331
|
+73%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$128K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$80.9K
|
+$85.6K
|
+3,089
|
+61,780%
|
|
