|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$272M
|
+$25.2M
|
+143,448
|
+10%
|
|
|
2
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$133M
|
+$8.44M
|
+47,948
|
+7%
|
|
|
3
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$53.1M
|
+$6.74M
|
+38,305
|
+15%
|
|
|
4
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$51.4M
|
+$1.56M
|
+8,856
|
+3%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.4M
|
+$34M
|
+193,159
|
+690%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$32.7M
|
-$2.1M
|
-11,924
|
-6%
|
|
|
7
|
|
$29.6M
|
-$341K
|
-1,936
|
-1%
|
|
|
8
|
Dorval Corp
Maple Grove,
Minnesota
|
$21.3M
|
+$833K
|
+4,735
|
+4%
|
|
|
9
|
IEQ Capital
Foster City,
California
|
$19.2M
|
+$2.68M
|
+15,210
|
+16%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
+$127K
|
+721
|
+0.8%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$14.7M
|
-$3.75M
|
-21,321
|
-21%
|
|
|
12
|
Founders Financial Securities
Towson,
Maryland
|
$13.5M
|
+$351K
|
+1,997
|
+3%
|
|
|
13
|
Horizon Investments
Charlotte,
North Carolina
|
$13.5M
|
+$315K
|
+1,789
|
+2%
|
|
|
14
|
AQR Capital Management
Greenwich,
Connecticut
|
$12.4M
|
+$354K
|
+2,009
|
+3%
|
|
|
15
|
Integrity Alliance
Urbandale,
Iowa
|
$11.3M
|
+$1.04M
|
+5,906
|
+10%
|
|
|
16
|
VestGen Advisors
Inverness,
Illinois
|
$8.97M
|
+$53.8K
|
+306
|
+0.6%
|
|
|
17
|
|
$7.1M
|
-$23.9M
|
-135,705
|
-77%
|
|
|
18
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$6.68M
|
+$81.8K
|
+465
|
+1%
|
|
|
19
|
HF Advisory Group
Annapolis,
Maryland
|
$5.68M
|
+$265K
|
+1,504
|
+5%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$5.58M
|
+$912K
|
+5,183
|
+20%
|
|
|
21
|
First American Trust
Santa Ana,
California
|
$5.47M
|
-$248K
|
-1,407
|
-4%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$4.43M
|
-$50.7K
|
-288
|
-1%
|
|
|
23
|
Journey Advisory Group
Covington,
Kentucky
|
$3.79M
|
+$47.5K
|
+270
|
+1%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.58M
|
-$191K
|
-1,087
|
-5%
|
|
|
25
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$3.38M
|
–
|
–
|
–
|
|
