|
1
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$89.3M
|
+$1.36M
|
+8,927
|
+2%
|
|
|
2
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$48.8M
|
+$3.92M
|
+25,737
|
+9%
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$46.6M
|
-$1.26M
|
-8,249
|
-3%
|
|
|
4
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$41.7M
|
+$1.59M
|
+10,443
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$25.2M
|
-$2.6M
|
-17,055
|
-9%
|
|
|
6
|
|
$24.6M
|
+$645K
|
+4,235
|
+3%
|
|
|
7
|
Dorval Corp
Maple Grove,
Minnesota
|
$16.7M
|
+$416K
|
+2,735
|
+3%
|
|
|
8
|
McNaughton Wealth Management
San Diego,
California
|
$14.2M
|
+$649K
|
+4,265
|
+5%
|
|
|
9
|
GeoWealth Management
Chicago,
Illinois
|
$11.3M
|
+$7.99M
|
+52,441
|
+244%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$11M
|
-$4.27M
|
-28,062
|
-28%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.9M
|
-$1.04M
|
-6,797
|
-9%
|
|
|
12
|
First American Trust
Santa Ana,
California
|
$9.89M
|
-$13.7M
|
-90,067
|
-58%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.74M
|
+$8.64M
|
+56,753
|
+799%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$8.96M
|
-$252K
|
-1,656
|
-3%
|
|
|
15
|
Founders Financial Securities
Towson,
Maryland
|
$6.35M
|
+$4.11K
|
+27
|
+0.1%
|
|
|
16
|
Horizon Investments
Charlotte,
North Carolina
|
$6.3M
|
-$55K
|
-361
|
-0.9%
|
|
|
17
|
HF Advisory Group
Annapolis,
Maryland
|
$4.4M
|
-$258K
|
-1,695
|
-6%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$4.02M
|
+$765K
|
+5,026
|
+24%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$3.83M
|
-$127K
|
-831
|
-3%
|
|
|
20
|
Axiom Advisory
San Diego,
California
|
$3.83M
|
+$3.83M
|
+25,151
|
New
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.69M
|
-$277K
|
-1,822
|
-7%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.33M
|
-$75.1K
|
-493
|
-2%
|
|
|
23
|
Journey Advisory Group
Covington,
Kentucky
|
$2.94M
|
+$89.7K
|
+589
|
+3%
|
|
|
24
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$2.89M
|
–
|
–
|
–
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.83M
|
+$2.83M
|
+18,569
|
New
|
|
