|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$25.4M
|
+$25.7M
|
+2,642,886
|
New
|
|
|
2
|
Chevy Chase Trust
Bethesda,
Maryland
|
$12.7M
|
+$8.08M
|
+830,883
|
+169%
|
|
|
3
|
Bouchey Financial Group
Troy,
New York
|
$10.7M
|
+$1.17M
|
+120,327
|
+12%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.45M
|
+$1.63M
|
+167,574
|
+24%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$2.95M
|
-$55.8K
|
-5,742
|
-2%
|
|
|
6
|
|
$2.05M
|
+$1.82M
|
+187,473
|
+733%
|
|
|
7
|
SOL Capital Management
Rockville,
Maryland
|
$369K
|
+$373K
|
+38,331
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$365K
|
+$369K
|
+37,920
|
New
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$337K
|
-$23.3K
|
-2,400
|
-6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$331K
|
+$55.8K
|
+5,745
|
+20%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$277K
|
+$29
|
+3
|
+0%
|
|
|
12
|
|
$208K
|
+$1.69K
|
+174
|
+1%
|
|
|
13
|
|
$101K
|
+$102K
|
+10,500
|
New
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$59K
|
+$60.1K
|
+6,180
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$50K
|
+$50.3K
|
+5,175
|
New
|
|
|
16
|
American International Group
New York
|
$25.9K
|
–
|
–
|
–
|
|
|
17
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$11.9K
|
+$12K
|
+1,236
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$6K
|
+$5.83K
|
+600
|
New
|
|
|
19
|
Private Ocean
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.39M
|
-143,358
|
Closed
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$182K
|
-18,795
|
Closed
|
|
