|
1
|
RWA Wealth Partners
Newton,
Massachusetts
|
$302M
|
+$12M
|
+158,417
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$55M
|
+$3.21M
|
+42,302
|
+6%
|
|
|
3
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$49.7M
|
+$1.84M
|
+24,304
|
+4%
|
|
|
4
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$43.8M
|
+$43.9M
|
+578,540
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.7M
|
+$1.96M
|
+25,873
|
+5%
|
|
|
6
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$31.5M
|
+$4.3M
|
+56,655
|
+16%
|
|
|
7
|
GDS Wealth Management
Flower Mound,
Texas
|
$23M
|
+$1.94M
|
+25,638
|
+9%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$22.8M
|
+$9.78M
|
+129,054
|
+75%
|
|
|
9
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$14.9M
|
+$14.9M
|
+196,842
|
New
|
|
|
10
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$14.1M
|
+$438K
|
+5,771
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
+$135K
|
+1,786
|
+1%
|
|
|
12
|
|
$9.03M
|
+$7.9M
|
+104,214
|
+691%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$7.32M
|
+$1.11M
|
+14,638
|
+18%
|
|
|
14
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$6.97M
|
–
|
–
|
–
|
|
|
15
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$5.24M
|
-$13.5K
|
-178
|
-0.3%
|
|
|
16
|
|
$4.47M
|
+$29K
|
+382
|
+0.7%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$4.47M
|
+$29K
|
+382
|
+0.7%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.27M
|
-$734K
|
-9,682
|
-15%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$3.63M
|
+$315K
|
+4,153
|
+9%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.56M
|
-$151K
|
-1,989
|
-4%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$3.17M
|
-$704K
|
-9,291
|
-18%
|
|
|
22
|
|
$2.74M
|
+$1.03M
|
+13,567
|
+60%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$2.51M
|
+$16.5K
|
+217
|
+0.7%
|
|
|
24
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$2.25M
|
+$21.1K
|
+278
|
+0.9%
|
|
|
25
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.93M
|
-$29.9K
|
-395
|
-2%
|
|
