|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$13.6M
|
-$6.8M
|
-56,306
|
-34%
|
|
|
2
|
McNaughton Wealth Management
San Diego,
California
|
$11M
|
+$93.4K
|
+773
|
+0.9%
|
|
|
3
|
Dorval Corp
Maple Grove,
Minnesota
|
$8.67M
|
-$62.2K
|
-515
|
-0.7%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.82M
|
+$4.6M
|
+38,097
|
+436%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.75M
|
+$343K
|
+2,843
|
+7%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.01M
|
-$338K
|
-2,797
|
-8%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$3.78M
|
+$3.67M
|
+30,401
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.33M
|
-$91.3K
|
-756
|
-4%
|
|
|
9
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.17M
|
-$8.58K
|
-71
|
-0.4%
|
|
|
10
|
Equitable Holdings
New York
|
$1.96M
|
-$80.9K
|
-670
|
-4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.72M
|
-$93.6K
|
-775
|
-5%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$1.69M
|
-$43.1K
|
-357
|
-3%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$1.65M
|
-$4.22M
|
-34,906
|
-72%
|
|
|
14
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.63M
|
-$30.2K
|
-250
|
-2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$1.59M
|
+$32.1K
|
+266
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.5M
|
+$499K
|
+4,129
|
+52%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.26M
|
-$45.7K
|
-378
|
-4%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$1.23M
|
+$1.2M
|
+9,902
|
New
|
|
|
19
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.22M
|
+$20.9K
|
+173
|
+2%
|
|
|
20
|
|
$1.18M
|
+$59.1K
|
+489
|
+5%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1.12M
|
+$532K
|
+4,401
|
+96%
|
|
|
22
|
Two Sigma Investments
New York
|
$1.09M
|
+$1.06M
|
+8,800
|
New
|
|
|
23
|
|
$957K
|
–
|
–
|
–
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$956K
|
+$13.4K
|
+111
|
+1%
|
|
|
25
|
|
$931K
|
-$106K
|
-874
|
-10%
|
|
