|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$142M
|
+$80.9M
|
+474,766
|
+140%
|
|
|
2
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$112M
|
+$5.17M
|
+30,322
|
+5%
|
|
|
3
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$48M
|
-$15K
|
-88
|
-0%
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$45.4M
|
+$1.73M
|
+10,170
|
+4%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$36M
|
-$789K
|
-4,631
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$29.4M
|
+$5.84M
|
+34,284
|
+25%
|
|
|
7
|
|
$29.3M
|
+$532K
|
+3,122
|
+2%
|
|
|
8
|
Dorval Corp
Maple Grove,
Minnesota
|
$19.6M
|
+$75.9K
|
+445
|
+0.4%
|
|
|
9
|
IEQ Capital
Foster City,
California
|
$16.1M
|
–
|
–
|
–
|
|
|
10
|
Integrity Alliance
Urbandale,
Iowa
|
$15.5M
|
+$4.8M
|
+28,178
|
+46%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$15.2M
|
+$5.81M
|
+34,080
|
+64%
|
|
|
12
|
GeoWealth Management
Chicago,
Illinois
|
$13.3M
|
+$7.73M
|
+45,355
|
+147%
|
|
|
13
|
Win Advisors
Palm Beach Gardens,
Florida
|
$12.7M
|
+$12.4M
|
+72,947
|
New
|
|
|
14
|
|
$12.3M
|
+$11.3M
|
+66,213
|
+1,520%
|
|
|
15
|
AQR Capital Management
Greenwich,
Connecticut
|
$11.4M
|
+$4.09K
|
+24
|
+0%
|
|
|
16
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$11.2M
|
+$11M
|
+64,248
|
New
|
|
|
17
|
State Street
Boston,
Massachusetts
|
$9.07M
|
-$22.6M
|
-132,405
|
-72%
|
|
|
18
|
Horizon Investments
Charlotte,
North Carolina
|
$7.28M
|
+$73.8K
|
+433
|
+1%
|
|
|
19
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$7.05M
|
+$6.53M
|
+38,316
|
+1,655%
|
|
|
20
|
Elevation Capital Advisory
Bend,
Oregon
|
$7.04M
|
+$6.9M
|
+40,469
|
New
|
|
|
21
|
Founders Financial Securities
Towson,
Maryland
|
$6.9M
|
-$177K
|
-1,039
|
-2%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$5.44M
|
+$2.96M
|
+17,380
|
+125%
|
|
|
23
|
First American Trust
Santa Ana,
California
|
$5.39M
|
-$113K
|
-660
|
-2%
|
|
|
24
|
|
$5.35M
|
+$3.41M
|
+19,999
|
+186%
|
|
|
25
|
HF Advisory Group
Annapolis,
Maryland
|
$5.07M
|
+$95.8K
|
+562
|
+2%
|
|
