|
1
|
BWM Planning
The Woodlands,
Texas
|
$9.31M
|
–
|
–
|
–
|
|
|
2
|
|
$7.9M
|
+$5.8K
|
+94
|
+0.1%
|
|
|
3
|
|
$3.48M
|
-$62
|
-1
|
-0%
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.73M
|
+$41.4K
|
+671
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.71M
|
-$140K
|
-2,270
|
-8%
|
|
|
6
|
Equitable Holdings
New York
|
$1.17M
|
-$67.9K
|
-1,100
|
-6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.06M
|
+$791K
|
+12,816
|
+423%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$682K
|
–
|
–
|
–
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$623K
|
+$575K
|
+9,319
|
New
|
|
|
10
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$561K
|
-$39.2K
|
-635
|
-7%
|
|
|
11
|
EP Wealth Advisors
Torrance,
California
|
$558K
|
-$21.6K
|
-350
|
-4%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$512K
|
–
|
–
|
–
|
|
|
13
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$485K
|
–
|
–
|
–
|
|
|
14
|
Klingenstein Fields & Co
New York
|
$473K
|
–
|
–
|
–
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$417K
|
+$741
|
+12
|
+0.2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$407K
|
+$20.6K
|
+334
|
+6%
|
|
|
17
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$388K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$338K
|
-$175K
|
-2,830
|
-36%
|
|
|
19
|
Sentinel Trust
Houston,
Texas
|
$316K
|
–
|
–
|
–
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$282K
|
+$24.8K
|
+402
|
+11%
|
|
|
21
|
Appleton Partners
Boston,
Massachusetts
|
$242K
|
-$2.59K
|
-42
|
-1%
|
|
|
22
|
Centurion Wealth Management
Mclean,
Virginia
|
$201K
|
+$186K
|
+3,007
|
New
|
|
|
23
|
Nova Wealth Management
Bonita Springs,
Florida
|
$23.4K
|
–
|
–
|
–
|
|
|
24
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$5.22K
|
–
|
–
|
–
|
|
|
25
|
|
$2.32K
|
+$370
|
+6
|
+21%
|
|
