|
1
|
BWM Planning
The Woodlands,
Texas
|
$8.81M
|
–
|
–
|
–
|
|
|
2
|
|
$8.35M
|
-$508K
|
-8,000
|
-6%
|
|
|
3
|
|
$3.29M
|
-$917K
|
-14,440
|
-22%
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.52M
|
+$2.53M
|
+39,886
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.96M
|
+$348K
|
+5,476
|
+21%
|
|
|
6
|
Equitable Holdings
New York
|
$1.17M
|
–
|
–
|
–
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$645K
|
–
|
–
|
–
|
|
|
8
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$571K
|
+$573K
|
+9,026
|
New
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$544K
|
–
|
–
|
–
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$484K
|
–
|
–
|
–
|
|
|
11
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$460K
|
–
|
–
|
–
|
|
|
12
|
Klingenstein Fields & Co
New York
|
$447K
|
–
|
–
|
–
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$394K
|
+$99.9K
|
+1,573
|
+34%
|
|
|
14
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$367K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$364K
|
–
|
–
|
–
|
|
|
16
|
Sentinel Trust
Houston,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
17
|
Tableaux
Stockbridge,
Massachusetts
|
$292K
|
+$293K
|
+4,611
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$282K
|
+$95.6K
|
+1,506
|
+51%
|
|
|
19
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$253K
|
–
|
–
|
–
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$248K
|
+$699
|
+11
|
+0.3%
|
|
|
21
|
Appleton Partners
Boston,
Massachusetts
|
$239K
|
+$1.27K
|
+20
|
+0.5%
|
|
|
22
|
Nova Wealth Management
Bonita Springs,
Florida
|
$22.1K
|
+$22.2K
|
+350
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.8K
|
+$15.8K
|
+249
|
New
|
|
|
24
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$4.93K
|
+$4.95K
|
+78
|
New
|
|
|
25
|
POM Investment Strategies
Raleigh,
North Carolina
|
$1.9K
|
+$1.91K
|
+30
|
New
|
|
