|
1
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$102M
|
+$955K
|
+5,585
|
+0.9%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$56.1M
|
+$3.72M
|
+21,750
|
+7%
|
|
|
3
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$45.5M
|
+$242K
|
+1,414
|
+0.5%
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$41.5M
|
+$2.08M
|
+12,192
|
+5%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$34.9M
|
-$162K
|
-948
|
-0.4%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$30.5M
|
+$19.1M
|
+111,929
|
+154%
|
|
|
7
|
|
$27.3M
|
+$120K
|
+703
|
+0.4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$22.3M
|
-$5.77M
|
-33,741
|
-20%
|
|
|
9
|
Dorval Corp
Maple Grove,
Minnesota
|
$18.4M
|
+$435K
|
+2,542
|
+2%
|
|
|
10
|
McNaughton Wealth Management
San Diego,
California
|
$15.8M
|
+$133K
|
+777
|
+0.8%
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$15.3M
|
+$15.8M
|
+92,605
|
New
|
|
|
12
|
Sykon Capital
Harrison,
New York
|
$11.6M
|
+$12M
|
+70,374
|
New
|
|
|
13
|
AQR Capital Management
Greenwich,
Connecticut
|
$10.8M
|
+$11.2M
|
+65,228
|
New
|
|
|
14
|
Integrity Alliance
Urbandale,
Iowa
|
$10.1M
|
+$10.4M
|
+60,907
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$8.8M
|
-$740K
|
-4,331
|
-8%
|
|
|
16
|
Founders Financial Securities
Towson,
Maryland
|
$6.91M
|
-$164K
|
-961
|
-2%
|
|
|
17
|
Horizon Investments
Charlotte,
North Carolina
|
$6.84M
|
-$174K
|
-1,020
|
-2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.53M
|
-$6.06M
|
-35,430
|
-51%
|
|
|
19
|
First American Trust
Santa Ana,
California
|
$5.22M
|
-$4.98M
|
-29,111
|
-48%
|
|
|
20
|
GeoWealth Management
Chicago,
Illinois
|
$5.09M
|
-$17.9M
|
-104,949
|
-77%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.76M
|
+$967K
|
+5,658
|
+24%
|
|
|
22
|
HF Advisory Group
Annapolis,
Maryland
|
$4.72M
|
-$52.1K
|
-305
|
-1%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$4.66M
|
+$1.2M
|
+7,029
|
+33%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$3.52M
|
+$407K
|
+2,379
|
+13%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$3.44M
|
+$427K
|
+2,496
|
+14%
|
|
