|
1
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$140M
|
+$23.8M
|
+132,553
|
+21%
|
|
|
2
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$62.6M
|
+$6.44M
|
+35,858
|
+12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$33M
|
-$766K
|
-4,267
|
-2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.6M
|
-$1.21M
|
-6,761
|
-4%
|
|
|
5
|
|
$30.8M
|
+$9.52K
|
+53
|
+0%
|
|
|
6
|
Dorval Corp
Maple Grove,
Minnesota
|
$23.3M
|
+$431K
|
+2,400
|
+2%
|
|
|
7
|
AQR Capital Management
Greenwich,
Connecticut
|
$20.4M
|
+$917K
|
+5,105
|
+5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$15.4M
|
-$1.72M
|
-9,574
|
-10%
|
|
|
9
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$14.9M
|
-$39.6M
|
-220,602
|
-73%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$13.4M
|
+$3.91M
|
+21,783
|
+42%
|
|
|
11
|
Integrity Alliance
Urbandale,
Iowa
|
$12.2M
|
+$538K
|
+2,996
|
+5%
|
|
|
12
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$11.9M
|
+$968K
|
+5,390
|
+9%
|
|
|
13
|
Founders Financial Securities
Towson,
Maryland
|
$11.1M
|
+$38.6K
|
+215
|
+0.4%
|
|
|
14
|
Horizon Investments
Charlotte,
North Carolina
|
$11M
|
-$10.9M
|
-60,871
|
-50%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$8.6M
|
-$773K
|
-4,305
|
-8%
|
|
|
16
|
Tempo Wealth
Independence,
Ohio
|
$7.15M
|
-$74K
|
-412
|
-1%
|
|
|
17
|
HF Advisory Group
Annapolis,
Maryland
|
$6.88M
|
+$525K
|
+2,924
|
+8%
|
|
|
18
|
|
$6.24M
|
-$6.8M
|
-37,841
|
-52%
|
|
|
19
|
|
$4.93M
|
+$2.39M
|
+13,329
|
+96%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$4.51M
|
-$56K
|
-312
|
-1%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$3.85M
|
-$512K
|
-2,849
|
-12%
|
|
|
22
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$3.44M
|
–
|
–
|
–
|
|
|
23
|
Journey Advisory Group
Covington,
Kentucky
|
$3.36M
|
-$63K
|
-351
|
-2%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.07M
|
-$228K
|
-1,272
|
-7%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.98M
|
+$377K
|
+2,102
|
+15%
|
|
