|
1
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$82.8M
|
-$263K
|
-1,903
|
-0.3%
|
|
|
2
|
Congress Wealth Management
Boston,
Massachusetts
|
$45.5M
|
+$124K
|
+900
|
+0.3%
|
|
|
3
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$39.1M
|
+$3.73M
|
+27,007
|
+11%
|
|
|
4
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$36.4M
|
+$1.23M
|
+8,919
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$34.2M
|
-$15.7M
|
-113,427
|
-32%
|
|
|
6
|
|
$22M
|
+$471K
|
+3,407
|
+2%
|
|
|
7
|
First American Trust
Santa Ana,
California
|
$21.5M
|
+$477K
|
+3,451
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
-$15.7M
|
-113,953
|
-46%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.1M
|
-$550K
|
-3,983
|
-3%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$16M
|
-$2.87M
|
-20,804
|
-16%
|
|
|
11
|
Dorval Corp
Maple Grove,
Minnesota
|
$15.3M
|
+$14.6M
|
+105,595
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.6M
|
+$331K
|
+2,398
|
+2%
|
|
|
13
|
McNaughton Wealth Management
San Diego,
California
|
$12.6M
|
+$897K
|
+6,496
|
+8%
|
|
|
14
|
Astor Investment Management
Chicago,
Illinois
|
$10.6M
|
-$9.77M
|
-70,770
|
-49%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9.97M
|
-$126K
|
-913
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.99M
|
-$6.99M
|
-50,588
|
-45%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$7.84M
|
-$15.3M
|
-110,655
|
-67%
|
|
|
18
|
HF Advisory Group
Annapolis,
Maryland
|
$4.75M
|
+$67.8K
|
+491
|
+2%
|
|
|
19
|
Win Advisors
Palm Beach Gardens,
Florida
|
$3.9M
|
-$7.82M
|
-56,643
|
-68%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$3.8M
|
+$3.62M
|
+26,216
|
New
|
|
|
21
|
Miracle Mile Advisors
Los Angeles,
California
|
$3M
|
-$751K
|
-5,440
|
-21%
|
|
|
22
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$2.75M
|
+$1.41M
|
+10,202
|
+117%
|
|
|
23
|
Journey Advisory Group
Covington,
Kentucky
|
$2.68M
|
+$29.1K
|
+211
|
+1%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$2.63M
|
-$1.84M
|
-13,302
|
-42%
|
|
|
25
|
Atria Wealth Solutions
New York
|
$2.55M
|
+$2.43M
|
+17,563
|
New
|
|
