|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$285M
|
+$273M
|
+3,705,568
|
+16,794%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$48.3M
|
-$4.1M
|
-55,641
|
-8%
|
|
|
3
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$46.5M
|
+$45.8M
|
+621,751
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.4M
|
-$36.9M
|
-501,051
|
-53%
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$22.9M
|
+$6.08M
|
+82,467
|
+38%
|
|
|
6
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$14.1M
|
-$28.3K
|
-384
|
-0.2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.38M
|
+$2.75M
|
+37,288
|
+49%
|
|
|
8
|
GDS Wealth Management
Flower Mound,
Texas
|
$8.27M
|
+$8.21M
|
+111,378
|
New
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$6.38M
|
+$5.83M
|
+79,130
|
+1,150%
|
|
|
10
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$6.35M
|
–
|
–
|
–
|
|
|
11
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$6.31M
|
+$2.95M
|
+40,000
|
+89%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$3.88M
|
-$278K
|
-3,778
|
-7%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.57M
|
+$3.55M
|
+48,129
|
New
|
|
|
14
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$3.2M
|
+$3.18M
|
+43,149
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
+$269K
|
+3,650
|
+11%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.64M
|
-$254K
|
-3,447
|
-9%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$2.55M
|
+$2.53M
|
+34,403
|
New
|
|
|
18
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$2.18M
|
+$24.8K
|
+337
|
+1%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$2.11M
|
-$602K
|
-8,171
|
-22%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.9M
|
+$13.9K
|
+189
|
+0.7%
|
|
|
21
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.89M
|
-$98.3K
|
-1,334
|
-5%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$1.55M
|
-$75.1K
|
-1,019
|
-5%
|
|
|
23
|
Perigon Wealth Management
San Francisco,
California
|
$1.29M
|
+$118K
|
+1,600
|
+10%
|
|
|
24
|
|
$1.16M
|
-$1.59M
|
-21,554
|
-58%
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$1.05M
|
-$204K
|
-2,772
|
-16%
|
|
