|
1
|
BWM Planning
The Woodlands,
Texas
|
$10.3M
|
–
|
–
|
–
|
|
|
2
|
|
$8.72M
|
–
|
–
|
–
|
|
|
3
|
|
$3.86M
|
+$11K
|
+150
|
+0.3%
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.03M
|
+$16.8K
|
+230
|
+0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.05M
|
+$105K
|
+1,439
|
+5%
|
|
|
6
|
Equitable Holdings
New York
|
$1.18M
|
-$102K
|
-1,400
|
-8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.11M
|
-$197K
|
-2,693
|
-15%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$754K
|
–
|
–
|
–
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$724K
|
–
|
–
|
–
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$620K
|
+$614K
|
+8,391
|
New
|
|
|
11
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$620K
|
–
|
–
|
–
|
|
|
12
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$535K
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$492K
|
+$30.7K
|
+420
|
+7%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$463K
|
+$585
|
+8
|
+0.1%
|
|
|
15
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$429K
|
–
|
–
|
–
|
|
|
16
|
Sentinel Trust
Houston,
Texas
|
$349K
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$347K
|
+$343K
|
+4,694
|
New
|
|
|
18
|
Sterling Investment Counsel
Buffalo,
New York
|
$324K
|
-$7.83K
|
-107
|
-2%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$312K
|
–
|
–
|
–
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$261K
|
+$45.2K
|
+618
|
+21%
|
|
|
21
|
Appleton Partners
Boston,
Massachusetts
|
$245K
|
–
|
–
|
–
|
|
|
22
|
Centurion Wealth Management
Mclean,
Virginia
|
$224K
|
+$659
|
+9
|
+0.3%
|
|
|
23
|
Independent Financial Group
San Diego,
California
|
$222K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$166K
|
-$207K
|
-2,825
|
-56%
|
|
|
25
|
SageView Advisory Group
Newport Beach,
California
|
$125K
|
+$124K
|
+1,697
|
New
|
|
