|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$67.4M
|
-$11.4M
|
-387,647
|
-16%
|
|
|
2
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$60M
|
+$30.4M
|
+1,034,908
|
+124%
|
|
|
3
|
Great Lakes Advisors
Chicago,
Illinois
|
$46.4M
|
+$16.4M
|
+559,100
|
+63%
|
|
|
4
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$10M
|
+$441K
|
+15,008
|
+5%
|
|
|
5
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$9.92M
|
+$4.46M
|
+151,644
|
+96%
|
|
|
6
|
|
$9.78M
|
+$3.63M
|
+123,415
|
+68%
|
|
|
7
|
Lake Street Private Wealth
Chicago,
Illinois
|
$6.16M
|
+$3.04M
|
+103,484
|
+117%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$4.38M
|
+$160K
|
+5,433
|
+4%
|
|
|
9
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$4.33M
|
-$4.86M
|
-165,500
|
-55%
|
|
|
10
|
Axiom Financial Strategies
New Albany,
Indiana
|
$4.26M
|
+$3.81M
|
+129,641
|
New
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.01M
|
+$393K
|
+13,376
|
+12%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.46M
|
-$1.07M
|
-36,471
|
-25%
|
|
|
13
|
Q3 Asset Management
Birmingham,
Michigan
|
$3.32M
|
+$3.04M
|
+103,444
|
New
|
|
|
14
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$3.21M
|
+$2.94M
|
+100,000
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.08M
|
-$1.93M
|
-65,634
|
-41%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.85M
|
+$2.15M
|
+73,297
|
+473%
|
|
|
17
|
Inscription Capital
Houston,
Texas
|
$2.42M
|
+$1.01M
|
+34,192
|
+83%
|
|
|
18
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$1.74M
|
+$1.62K
|
+55
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.47M
|
-$1.59K
|
-54
|
-0.1%
|
|
|
20
|
Worth Asset Management
Dallas,
Texas
|
$1.08M
|
+$968K
|
+32,916
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$996K
|
+$913K
|
+31,055
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$973K
|
-$677K
|
-23,041
|
-43%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$896K
|
+$119K
|
+4,033
|
+17%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$849K
|
-$791K
|
-26,920
|
-50%
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$830K
|
–
|
–
|
–
|
|
