|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$18.7M
|
-$277K
|
-2,721
|
-2%
|
|
|
2
|
McNaughton Wealth Management
San Diego,
California
|
$9.46M
|
+$611K
|
+5,994
|
+8%
|
|
|
3
|
Dorval Corp
Maple Grove,
Minnesota
|
$7.34M
|
+$6.65M
|
+65,213
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.29M
|
-$853K
|
-8,364
|
-13%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$5.01M
|
+$334K
|
+3,276
|
+8%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.02M
|
-$44.2K
|
-434
|
-1%
|
|
|
7
|
|
$2.43M
|
+$1.42M
|
+13,910
|
+181%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.39M
|
-$617K
|
-6,049
|
-22%
|
|
|
9
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.12M
|
-$58.2K
|
-571
|
-3%
|
|
|
10
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.98M
|
-$71.9K
|
-705
|
-4%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.89M
|
-$273K
|
-2,683
|
-14%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$1.85M
|
-$12.6K
|
-124
|
-0.8%
|
|
|
13
|
|
$1.81M
|
+$181K
|
+1,779
|
+12%
|
|
|
14
|
Equitable Holdings
New York
|
$1.61M
|
-$208K
|
-2,040
|
-12%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.36M
|
-$177K
|
-1,739
|
-13%
|
|
|
16
|
NovaPoint Capital
Atlanta,
Georgia
|
$1.28M
|
+$1.16M
|
+11,378
|
New
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$1.05M
|
-$153K
|
-1,499
|
-14%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.03M
|
+$510
|
+5
|
+0.1%
|
|
|
19
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$1.03M
|
-$25.6K
|
-251
|
-3%
|
|
|
20
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.01M
|
+$18.3K
|
+180
|
+2%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$976K
|
-$56K
|
-549
|
-6%
|
|
|
22
|
Berkeley Inc
Boise,
Idaho
|
$938K
|
-$19.8K
|
-194
|
-2%
|
|
|
23
|
|
$919K
|
+$18.2K
|
+179
|
+2%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$859K
|
+$107K
|
+1,050
|
+16%
|
|
|
25
|
HBW Advisory Services
Simi Valley,
California
|
$821K
|
+$51.7K
|
+507
|
+7%
|
|
