|
1
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$103M
|
+$3.97M
|
+24,544
|
+4%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53.8M
|
+$50.9M
|
+314,205
|
+8,036%
|
|
|
3
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$46.4M
|
+$159K
|
+981
|
+0.4%
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$40.4M
|
-$13.1M
|
-81,103
|
-25%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$35.9M
|
-$15.1M
|
-93,493
|
-31%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$28.5M
|
+$564K
|
+3,484
|
+2%
|
|
|
7
|
|
$27.8M
|
+$460K
|
+2,839
|
+2%
|
|
|
8
|
GeoWealth Management
Chicago,
Illinois
|
$23M
|
+$10M
|
+61,827
|
+84%
|
|
|
9
|
Dorval Corp
Maple Grove,
Minnesota
|
$18.2M
|
-$5.5K
|
-34
|
-0%
|
|
|
10
|
McNaughton Wealth Management
San Diego,
California
|
$16.1M
|
+$280K
|
+1,728
|
+2%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$12.3M
|
+$7.48M
|
+46,224
|
+175%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.7M
|
-$490K
|
-3,027
|
-4%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.3M
|
-$763K
|
-4,711
|
-7%
|
|
|
14
|
First American Trust
Santa Ana,
California
|
$10.3M
|
-$665K
|
-4,105
|
-6%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9.75M
|
-$179K
|
-1,106
|
-2%
|
|
|
16
|
Win Advisors
Palm Beach Gardens,
Florida
|
$9.73M
|
+$9.31M
|
+57,524
|
New
|
|
|
17
|
Founders Financial Securities
Towson,
Maryland
|
$7.24M
|
+$185K
|
+1,143
|
+3%
|
|
|
18
|
Horizon Investments
Charlotte,
North Carolina
|
$7.18M
|
+$184K
|
+1,138
|
+3%
|
|
|
19
|
Elevation Capital Advisory
Bend,
Oregon
|
$6.32M
|
+$6.05M
|
+37,357
|
New
|
|
|
20
|
Retireful LLC
Haslett,
Michigan
|
$5.37M
|
+$5.13M
|
+31,717
|
New
|
|
|
21
|
HF Advisory Group
Annapolis,
Maryland
|
$4.89M
|
+$8.58K
|
+53
|
+0.2%
|
|
|
22
|
Axiom Advisory
San Diego,
California
|
$4.16M
|
+$84.7K
|
+523
|
+2%
|
|
|
23
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.99M
|
+$3.83M
|
+23,645
|
New
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.92M
|
-$164K
|
-1,016
|
-4%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$3.58M
|
-$641K
|
-3,962
|
-16%
|
|
