|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$16.7M
|
+$17.6M
|
+168,796
|
New
|
|
|
2
|
McNaughton Wealth Management
San Diego,
California
|
$7.72M
|
+$423K
|
+4,049
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$6.35M
|
+$489K
|
+4,681
|
+8%
|
|
|
4
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.22M
|
+$204K
|
+1,950
|
+3%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$4.08M
|
+$601K
|
+5,753
|
+16%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.58M
|
-$14.5K
|
-139
|
-0.4%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$3.25M
|
+$137K
|
+1,313
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.7M
|
-$293K
|
-2,804
|
-9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$1.93M
|
-$276K
|
-2,639
|
-12%
|
|
|
10
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.92M
|
-$74.9K
|
-717
|
-4%
|
|
|
11
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.81M
|
-$121K
|
-1,162
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.63M
|
-$10.8K
|
-103
|
-0.6%
|
|
|
13
|
Equitable Holdings
New York
|
$1.62M
|
+$34K
|
+325
|
+2%
|
|
|
14
|
|
$1.41M
|
-$28K
|
-268
|
-2%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.37M
|
-$39.7K
|
-380
|
-3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.15M
|
-$635K
|
-6,080
|
-34%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$1.07M
|
+$124K
|
+1,190
|
+12%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$988K
|
-$177K
|
-1,697
|
-15%
|
|
|
19
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$963K
|
-$2.14M
|
-20,448
|
-68%
|
|
|
20
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$929K
|
-$32.8K
|
-314
|
-3%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$913K
|
-$92.4K
|
-884
|
-9%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$909K
|
-$73.3K
|
-702
|
-7%
|
|
|
23
|
Insight Advisors
Newtown,
Pennsylvania
|
$870K
|
+$6.58K
|
+63
|
+0.7%
|
|
|
24
|
Berkeley Inc
Boise,
Idaho
|
$844K
|
+$2.3K
|
+22
|
+0.3%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$815K
|
+$46.1K
|
+441
|
+6%
|
|
