|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$18.6M
|
+$12.4K
|
+114
|
+0.1%
|
|
|
2
|
McNaughton Wealth Management
San Diego,
California
|
$9.66M
|
+$237K
|
+2,181
|
+3%
|
|
|
3
|
Dorval Corp
Maple Grove,
Minnesota
|
$7.26M
|
+$147K
|
+1,353
|
+2%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$5.44M
|
+$437K
|
+4,022
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.96M
|
-$1.26M
|
-11,581
|
-21%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.97M
|
-$35.4K
|
-325
|
-0.9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.28M
|
-$100K
|
-920
|
-4%
|
|
|
8
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2M
|
-$104K
|
-953
|
-5%
|
|
|
9
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.88M
|
-$97K
|
-892
|
-5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.86M
|
+$18.2K
|
+167
|
+1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.83M
|
-$54.3K
|
-499
|
-3%
|
|
|
12
|
Equitable Holdings
New York
|
$1.78M
|
+$176K
|
+1,615
|
+11%
|
|
|
13
|
NovaPoint Capital
Atlanta,
Georgia
|
$1.44M
|
+$163K
|
+1,499
|
+13%
|
|
|
14
|
|
$1.36M
|
-$430K
|
-3,956
|
-25%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.32M
|
+$280K
|
+2,573
|
+28%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.24M
|
-$106K
|
-974
|
-8%
|
|
|
17
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.04M
|
+$32.6K
|
+300
|
+3%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$1.01M
|
-$27.5K
|
-253
|
-3%
|
|
|
19
|
|
$966K
|
+$48.7K
|
+448
|
+5%
|
|
|
20
|
Berkeley Inc
Boise,
Idaho
|
$931K
|
-$3.26K
|
-30
|
-0.4%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$913K
|
-$58.1K
|
-534
|
-6%
|
|
|
22
|
|
$863K
|
-$1.51M
|
-13,910
|
-64%
|
|
|
23
|
|
$848K
|
+$78K
|
+717
|
+10%
|
|
|
24
|
HBW Advisory Services
Simi Valley,
California
|
$821K
|
–
|
–
|
–
|
|
|
25
|
HF Advisory Group
Annapolis,
Maryland
|
$811K
|
+$122K
|
+1,121
|
+18%
|
|
