|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$294M
|
+$8.5M
|
+112,010
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$52.5M
|
+$2.66M
|
+34,988
|
+5%
|
|
|
3
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$48.6M
|
+$990K
|
+13,038
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.2M
|
+$2.68M
|
+35,363
|
+8%
|
|
|
5
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$27.8M
|
+$4.62M
|
+60,904
|
+20%
|
|
|
6
|
GDS Wealth Management
Flower Mound,
Texas
|
$21.3M
|
+$12.7M
|
+167,187
|
+150%
|
|
|
7
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$13.9M
|
-$278K
|
-3,658
|
-2%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$13.2M
|
+$11.5M
|
+151,352
|
+723%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
+$1.61M
|
+21,150
|
+19%
|
|
|
10
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$7.66M
|
+$1.14M
|
+15,000
|
+18%
|
|
|
11
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$6.55M
|
–
|
–
|
–
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$6.29M
|
-$297K
|
-3,906
|
-5%
|
|
|
13
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$5.32M
|
+$1.99M
|
+26,215
|
+61%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.07M
|
+$2.27M
|
+29,904
|
+83%
|
|
|
15
|
|
$4.51M
|
+$4.45M
|
+58,665
|
New
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$4.5M
|
+$4.45M
|
+58,665
|
New
|
|
|
17
|
Atria Wealth Solutions
New York
|
$3.93M
|
-$79K
|
-1,040
|
-2%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.76M
|
+$70.8K
|
+933
|
+2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.35M
|
+$624K
|
+8,225
|
+23%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$2.53M
|
-$110K
|
-1,445
|
-4%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$2.48M
|
-$282K
|
-3,712
|
-10%
|
|
|
22
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$2.26M
|
+$13.1K
|
+172
|
+0.6%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.01M
|
+$47.1K
|
+620
|
+2%
|
|
|
24
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2M
|
+$48.1K
|
+633
|
+3%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$1.75M
|
-$424K
|
-5,584
|
-20%
|
|
