|
1
|
BWM Planning
The Woodlands,
Texas
|
$9.67M
|
–
|
–
|
–
|
|
|
2
|
|
$8.2M
|
–
|
–
|
–
|
|
|
3
|
|
$3.52M
|
-$11K
|
-150
|
-0.3%
|
|
|
4
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.85M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.16M
|
+$250K
|
+3,410
|
+12%
|
|
|
6
|
Equitable Holdings
New York
|
$1.12M
|
-$64K
|
-874
|
-5%
|
|
|
7
|
Mather Group
Chicago,
Illinois
|
$709K
|
–
|
–
|
–
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$681K
|
–
|
–
|
–
|
|
|
9
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$583K
|
–
|
–
|
–
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$581K
|
-$2.63K
|
-36
|
-0.4%
|
|
|
11
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$502K
|
-$2.19K
|
-30
|
-0.4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$479K
|
+$17.2K
|
+235
|
+4%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$436K
|
+$585
|
+8
|
+0.1%
|
|
|
14
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$403K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$329K
|
-$751K
|
-10,260
|
-68%
|
|
|
16
|
Sentinel Trust
Houston,
Texas
|
$328K
|
–
|
–
|
–
|
|
|
17
|
Sterling Investment Counsel
Buffalo,
New York
|
$306K
|
+$1.32K
|
+18
|
+0.4%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$284K
|
-$9.81K
|
-134
|
-3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$266K
|
+$281K
|
+3,834
|
New
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$245K
|
+$1.39K
|
+19
|
+0.5%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$234K
|
-$97.6K
|
-1,333
|
-28%
|
|
|
22
|
Appleton Partners
Boston,
Massachusetts
|
$217K
|
-$15K
|
-205
|
-6%
|
|
|
23
|
Centurion Wealth Management
Mclean,
Virginia
|
$211K
|
+$512
|
+7
|
+0.2%
|
|
|
24
|
Independent Financial Group
San Diego,
California
|
$208K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$156K
|
+$220
|
+3
|
+0.1%
|
|
