|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$241M
|
+$96.9M
|
+565,980
|
+69%
|
|
|
2
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$122M
|
+$9.01M
|
+52,656
|
+8%
|
|
|
3
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$48.8M
|
+$688K
|
+4,016
|
+1%
|
|
|
4
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$45.3M
|
-$270K
|
-1,575
|
-0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$34.1M
|
+$4.47M
|
+26,093
|
+15%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$32.8M
|
-$3.2M
|
-18,707
|
-9%
|
|
|
7
|
|
$30.6M
|
+$18M
|
+104,963
|
+149%
|
|
|
8
|
|
$29.3M
|
-$23.6K
|
-138
|
-0.1%
|
|
|
9
|
Dorval Corp
Maple Grove,
Minnesota
|
$20.1M
|
+$499K
|
+2,917
|
+3%
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$18.1M
|
+$8.85M
|
+51,677
|
+99%
|
|
|
11
|
IEQ Capital
Foster City,
California
|
$16.2M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
+$693K
|
+4,046
|
+5%
|
|
|
13
|
Founders Financial Securities
Towson,
Maryland
|
$12.9M
|
+$5.69M
|
+33,248
|
+82%
|
|
|
14
|
Horizon Investments
Charlotte,
North Carolina
|
$12.9M
|
+$5.5M
|
+32,124
|
+77%
|
|
|
15
|
AQR Capital Management
Greenwich,
Connecticut
|
$11.8M
|
+$379K
|
+2,214
|
+3%
|
|
|
16
|
Integrity Alliance
Urbandale,
Iowa
|
$10.1M
|
-$5.36M
|
-31,317
|
-35%
|
|
|
17
|
VestGen Advisors
Inverness,
Illinois
|
$8.74M
|
+$8.57M
|
+50,039
|
New
|
|
|
18
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$7.49M
|
+$7.34M
|
+42,893
|
New
|
|
|
19
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$6.47M
|
+$2.98M
|
+17,421
|
+89%
|
|
|
20
|
First American Trust
Santa Ana,
California
|
$5.61M
|
+$200K
|
+1,170
|
+4%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$5.5M
|
+$44.3K
|
+259
|
+0.8%
|
|
|
22
|
HF Advisory Group
Annapolis,
Maryland
|
$5.3M
|
+$213K
|
+1,244
|
+4%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.89M
|
+$1.3M
|
+7,602
|
+37%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$4.62M
|
+$3.84M
|
+22,454
|
+468%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$4.56M
|
+$490K
|
+2,860
|
+12%
|
|
