|
1
|
BWM Planning
The Woodlands,
Texas
|
$8.37M
|
–
|
–
|
–
|
|
|
2
|
|
$7.09M
|
-$887K
|
-14,000
|
-11%
|
|
|
3
|
|
$3.13M
|
+$7.29K
|
+115
|
+0.2%
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.41M
|
+$14.6K
|
+230
|
+0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.67M
|
-$199K
|
-3,146
|
-10%
|
|
|
6
|
Equitable Holdings
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$613K
|
–
|
–
|
–
|
|
|
8
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$543K
|
–
|
–
|
–
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$523K
|
+$6.02K
|
+95
|
+1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$474K
|
+$218K
|
+3,438
|
+77%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$460K
|
–
|
–
|
–
|
|
|
12
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$436K
|
-$1.46K
|
-23
|
-0.3%
|
|
|
13
|
Klingenstein Fields & Co
New York
|
$425K
|
–
|
–
|
–
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$374K
|
–
|
–
|
–
|
|
|
15
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$349K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$345K
|
–
|
–
|
–
|
|
|
17
|
Sentinel Trust
Houston,
Texas
|
$284K
|
–
|
–
|
–
|
|
|
18
|
Sterling Investment Counsel
Buffalo,
New York
|
$281K
|
+$296K
|
+4,674
|
New
|
|
|
19
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$248K
|
–
|
–
|
–
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$230K
|
+$242K
|
+3,818
|
New
|
|
|
21
|
Appleton Partners
Boston,
Massachusetts
|
$220K
|
-$7.42K
|
-117
|
-3%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$182K
|
+$192K
|
+3,032
|
New
|
|
|
23
|
Nova Wealth Management
Bonita Springs,
Florida
|
$21K
|
–
|
–
|
–
|
|
|
24
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$4.69K
|
–
|
–
|
–
|
|
|
25
|
POM Investment Strategies
Raleigh,
North Carolina
|
$1.8K
|
–
|
–
|
–
|
|
