|
1
|
|
$8.66M
|
–
|
–
|
–
|
|
|
2
|
BWM Planning
The Woodlands,
Texas
|
$8.61M
|
+$8.28M
|
+139,194
|
New
|
|
|
3
|
|
$4.11M
|
+$859K
|
+14,440
|
+28%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.58M
|
-$11K
|
-185
|
-0.7%
|
|
|
5
|
Equitable Holdings
New York
|
$1.15M
|
–
|
–
|
–
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$631K
|
+$303K
|
+5,100
|
+100%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$532K
|
+$476
|
+8
|
+0.1%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$473K
|
–
|
–
|
–
|
|
|
9
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$450K
|
–
|
–
|
–
|
|
|
10
|
Klingenstein Fields & Co
New York
|
$437K
|
–
|
–
|
–
|
|
|
11
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$359K
|
–
|
–
|
–
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$355K
|
+$342K
|
+5,746
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$351K
|
-$238K
|
-4,001
|
-41%
|
|
|
14
|
Sentinel Trust
Houston,
Texas
|
$292K
|
–
|
–
|
–
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$288K
|
+$892
|
+15
|
+0.3%
|
|
|
16
|
Sterling Investment Counsel
Buffalo,
New York
|
$281K
|
+$7.85K
|
+132
|
+3%
|
|
|
17
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$237K
|
+$13.4K
|
+225
|
+6%
|
|
|
19
|
Appleton Partners
Boston,
Massachusetts
|
$233K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$182K
|
+$595
|
+10
|
+0.3%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$42.7K
|
-$1.43K
|
-24
|
-3%
|
|
|
22
|
VitalStone Financial
Shavano Park,
Texas
|
$27.8K
|
–
|
–
|
–
|
|
|
23
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$495
|
–
|
–
|
–
|
|
|
24
|
|
$150
|
+$59
|
+1
|
+100%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$38
|
–
|
–
|
–
|
|
