|
1
|
BWM Planning
The Woodlands,
Texas
|
$11.2M
|
–
|
–
|
–
|
|
|
2
|
|
$9.5M
|
–
|
–
|
–
|
|
|
3
|
|
$4.17M
|
–
|
–
|
–
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.31M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.48M
|
-$31.5K
|
-403
|
-1%
|
|
|
6
|
Range Advisory
Mclean,
Virginia
|
$1.34M
|
+$26K
|
+333
|
+2%
|
|
|
7
|
Equitable Holdings
New York
|
$1.2M
|
-$23.4K
|
-300
|
-2%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$823K
|
–
|
–
|
–
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$807K
|
+$481K
|
+6,162
|
+161%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$790K
|
–
|
–
|
–
|
|
|
11
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$616K
|
-$59.6K
|
-763
|
-9%
|
|
|
12
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$582K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$556K
|
–
|
–
|
–
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$507K
|
+$547
|
+7
|
+0.1%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$496K
|
+$110K
|
+1,411
|
+30%
|
|
|
16
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$468K
|
–
|
–
|
–
|
|
|
17
|
EP Wealth Advisors
Torrance,
California
|
$434K
|
-$232K
|
-2,973
|
-36%
|
|
|
18
|
Sentinel Trust
Houston,
Texas
|
$381K
|
–
|
–
|
–
|
|
|
19
|
Sterling Investment Counsel
Buffalo,
New York
|
$357K
|
+$1.56K
|
+20
|
+0.5%
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$348K
|
+$17.6K
|
+226
|
+6%
|
|
|
21
|
Midwest Trust
Overland Park,
Kansas
|
$315K
|
+$305K
|
+3,905
|
New
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$267K
|
-$16.9K
|
-216
|
-6%
|
|
|
23
|
Centurion Wealth Management
Mclean,
Virginia
|
$261K
|
+$15.5K
|
+198
|
+7%
|
|
|
24
|
Appleton Partners
Boston,
Massachusetts
|
$246K
|
-$5.46K
|
-70
|
-2%
|
|
|
25
|
Independent Financial Group
San Diego,
California
|
$242K
|
–
|
–
|
–
|
|
