|
1
|
BWM Planning
The Woodlands,
Texas
|
$10M
|
–
|
–
|
–
|
|
|
2
|
|
$8.52M
|
-$6.52K
|
-94
|
-0.1%
|
|
|
3
|
|
$3.76M
|
–
|
–
|
–
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.95M
|
+$3.88K
|
+56
|
+0.1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.9M
|
+$50.4K
|
+726
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.28M
|
+$128K
|
+1,845
|
+12%
|
|
|
7
|
Equitable Holdings
New York
|
$1.26M
|
–
|
–
|
–
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$736K
|
–
|
–
|
–
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$707K
|
+$149K
|
+2,143
|
+28%
|
|
|
10
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$606K
|
–
|
–
|
–
|
|
|
11
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$523K
|
–
|
–
|
–
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$452K
|
+$1.25K
|
+18
|
+0.3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$450K
|
+$10.8K
|
+155
|
+3%
|
|
|
14
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$419K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$360K
|
+$902
|
+13
|
+0.3%
|
|
|
16
|
Sentinel Trust
Houston,
Texas
|
$341K
|
–
|
–
|
–
|
|
|
17
|
Sterling Investment Counsel
Buffalo,
New York
|
$325K
|
+$312K
|
+4,498
|
New
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$305K
|
–
|
–
|
–
|
|
|
19
|
Appleton Partners
Boston,
Massachusetts
|
$240K
|
-$20.8K
|
-300
|
-8%
|
|
|
20
|
Centurion Wealth Management
Mclean,
Virginia
|
$218K
|
+$1.11K
|
+16
|
+0.5%
|
|
|
21
|
Independent Financial Group
San Diego,
California
|
$216K
|
+$208K
|
+3,000
|
New
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$208K
|
+$200K
|
+2,885
|
New
|
|
|
23
|
Nova Wealth Management
Bonita Springs,
Florida
|
$25.3K
|
–
|
–
|
–
|
|
|
24
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$5.63K
|
–
|
–
|
–
|
|
|
25
|
POM Investment Strategies
Raleigh,
North Carolina
|
$2.18K
|
–
|
–
|
–
|
|
