|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$24M
|
-$12.1M
|
-411,767
|
-28%
|
|
|
2
|
|
$7.76M
|
+$565K
|
+19,290
|
+6%
|
|
|
3
|
Axiom Financial Strategies
New Albany,
Indiana
|
$6.71M
|
-$657K
|
-22,434
|
-7%
|
|
|
4
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$5.16M
|
+$1.88M
|
+64,100
|
+39%
|
|
|
5
|
Lake Street Private Wealth
Chicago,
Illinois
|
$4.54M
|
-$176K
|
-5,993
|
-3%
|
|
|
6
|
Great Lakes Advisors
Chicago,
Illinois
|
$4.02M
|
-$283K
|
-9,646
|
-0.6%
|
|
|
7
|
|
$3.56M
|
+$1.67M
|
+57,086
|
+56%
|
|
|
8
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$3.52M
|
+$4.58M
|
+156,393
|
New
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$3.26M
|
+$3.73M
|
+127,181
|
+717%
|
|
|
10
|
Appleton Partners
Boston,
Massachusetts
|
$2.96M
|
-$188K
|
-6,427
|
-5%
|
|
|
11
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$2.86M
|
-$1.34M
|
-45,846
|
-26%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.17M
|
+$1.42M
|
+48,327
|
+101%
|
|
|
13
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$2.04M
|
+$991K
|
+33,840
|
+59%
|
|
|
14
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.6M
|
+$2.09M
|
+71,225
|
New
|
|
|
15
|
Inscription Capital
Houston,
Texas
|
$1.56M
|
+$243K
|
+8,288
|
+14%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.47M
|
-$1.12M
|
-38,256
|
-37%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.25M
|
-$3.81M
|
-130,203
|
-70%
|
|
|
18
|
Vise Technologies
New York
|
$911K
|
-$1.09M
|
-37,372
|
-48%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$704K
|
+$80.4K
|
+2,745
|
+10%
|
|
|
20
|
Flow Traders U.S.
New York
|
$701K
|
+$211K
|
+7,207
|
+30%
|
|
|
21
|
Gainplan
Bloomfield Hills,
Michigan
|
$605K
|
+$32.5K
|
+1,111
|
+4%
|
|
|
22
|
Northcape Wealth Management
Williamsville,
New York
|
$573K
|
+$188K
|
+6,416
|
+34%
|
|
|
23
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$571K
|
-$18.8M
|
-643,087
|
-96%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$545K
|
-$190K
|
-6,502
|
-21%
|
|
|
25
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$455K
|
+$35.9K
|
+1,224
|
+6%
|
|
