|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$13.8M
|
-$161K
|
-1,230
|
-1%
|
|
|
2
|
McNaughton Wealth Management
San Diego,
California
|
$11.2M
|
-$122K
|
-933
|
-1%
|
|
|
3
|
Dorval Corp
Maple Grove,
Minnesota
|
$9.03M
|
+$256K
|
+1,956
|
+3%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.76M
|
+$1.83M
|
+13,985
|
+30%
|
|
|
5
|
IEQ Capital
Foster City,
California
|
$7.15M
|
+$7.33M
|
+56,025
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.32M
|
+$417K
|
+3,183
|
+7%
|
|
|
7
|
AQR Capital Management
Greenwich,
Connecticut
|
$5.94M
|
+$6.1M
|
+46,571
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.24M
|
+$122K
|
+932
|
+3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.36M
|
-$35.2K
|
-269
|
-1%
|
|
|
10
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2.05M
|
-$180K
|
-1,375
|
-8%
|
|
|
11
|
Equitable Holdings
New York
|
$1.87M
|
-$143K
|
-1,094
|
-7%
|
|
|
12
|
Avantax Advisory Services
Dallas,
Texas
|
$1.69M
|
-$43.7K
|
-334
|
-2%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.68M
|
-$87.4K
|
-668
|
-5%
|
|
|
14
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.67M
|
+$19K
|
+145
|
+1%
|
|
|
15
|
J2 Capital Management
Troy,
Michigan
|
$1.5M
|
+$1.54M
|
+11,782
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1.43M
|
-$211K
|
-1,613
|
-13%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.28M
|
+$137K
|
+1,043
|
+12%
|
|
|
18
|
|
$1.28M
|
+$70.2K
|
+536
|
+6%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.24M
|
-$64.5K
|
-493
|
-5%
|
|
|
20
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.19M
|
-$65.3K
|
-499
|
-5%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.05M
|
+$318K
|
+2,432
|
+42%
|
|
|
22
|
HF Advisory Group
Annapolis,
Maryland
|
$991K
|
+$42.5K
|
+325
|
+4%
|
|
|
23
|
|
$983K
|
–
|
–
|
–
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$959K
|
-$22.6K
|
-173
|
-2%
|
|
|
25
|
|
$929K
|
-$28.3K
|
-216
|
-3%
|
|
