Disclosures:
* InvestmentNews Awards Broker-Dealer of the Year 2026 winner. Nominations can be from any wealth management professional or organization and is determined by the InvestmentNews Awards team, who conduct research and draw on the knowledge and information gained through InvestmentNews. Winners announced on June 24, 2026. For more information, please see https://investmentnewsawards.com/
1 Cambridge and its predecessor broker-dealer
2 Data as of 3/31/2026
3 AUA (Assets Under Advisement) reflects fee-based and independent RIA assets plus commission assets