|
1
|
BWM Planning
The Woodlands,
Texas
|
$1123万
|
–
|
–
|
–
|
|
|
2
|
|
$952万
|
–
|
–
|
–
|
|
|
3
|
|
$417万
|
–
|
–
|
–
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$331万
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$248万
|
-$3.15万
|
-403
|
-1%
|
|
|
6
|
Range Advisory
Mclean,
Virginia
|
$134万
|
+$2.6万
|
+333
|
+2%
|
|
|
7
|
Equitable Holdings
New York
|
$120万
|
-$2.34万
|
-300
|
-2%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$82.3万
|
–
|
–
|
–
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$80.7万
|
+$48.1万
|
+6,162
|
+161%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$79万
|
–
|
–
|
–
|
|
|
11
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$61.6万
|
-$5.96万
|
-763
|
-9%
|
|
|
12
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$58.2万
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.6万
|
–
|
–
|
–
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$50.7万
|
+$547
|
+7
|
+0.1%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$49.6万
|
+$11万
|
+1,411
|
+30%
|
|
|
16
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$46.8万
|
–
|
–
|
–
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$43.4万
|
-$23.2万
|
-2,973
|
-36%
|
|
|
18
|
Sentinel Trust
Houston,
Texas
|
$38.1万
|
–
|
–
|
–
|
|
|
19
|
Sterling Investment Counsel
Buffalo,
New York
|
$35.7万
|
+$1,561
|
+20
|
+0.5%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$34.8万
|
+$1.76万
|
+226
|
+6%
|
|
|
21
|
Midwest Trust
Overland Park,
Kansas
|
$31.5万
|
+$30.5万
|
+3,905
|
新規
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$26.7万
|
-$1.69万
|
-216
|
-6%
|
|
|
23
|
Centurion Wealth Management
Mclean,
Virginia
|
$26.1万
|
+$1.55万
|
+198
|
+7%
|
|
|
24
|
Appleton Partners
Boston,
Massachusetts
|
$24.6万
|
-$5,465
|
-70
|
-2%
|
|
|
25
|
Independent Financial Group
San Diego,
California
|
$24.2万
|
–
|
–
|
–
|
|
