|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$85.9M
|
+$57.2M
|
+5,711,784
|
+199%
|
|
|
2
|
Bouchey Financial Group
Troy,
New York
|
$13.7M
|
+$576K
|
+57,540
|
+4%
|
|
|
3
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$10.5M
|
+$846K
|
+84,561
|
+9%
|
|
|
4
|
Chevy Chase Trust
Bethesda,
Maryland
|
$10.3M
|
-$1.97M
|
-196,605
|
-16%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$2.92M
|
-$153K
|
-15,318
|
-5%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$1.92M
|
+$1.91M
|
+191,268
|
New
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$1.47M
|
+$13.4K
|
+1,341
|
+0.9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.3M
|
+$683K
|
+68,274
|
+110%
|
|
|
9
|
SOL Capital Management
Rockville,
Maryland
|
$996K
|
+$5.4K
|
+540
|
+0.5%
|
|
|
10
|
LVW Advisors
Pittsford,
New York
|
$603K
|
-$3.84K
|
-384
|
-0.6%
|
|
|
11
|
|
$571K
|
–
|
–
|
–
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$555K
|
+$63.6K
|
+6,357
|
+13%
|
|
|
13
|
Vigilant Capital Management
Portland,
Maine
|
$545K
|
+$184K
|
+18,375
|
+51%
|
|
|
14
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$524K
|
+$524K
|
+52,350
|
New
|
|
|
15
|
HT Partners
Centerbrook,
Connecticut
|
$468K
|
+$470K
|
+46,977
|
New
|
|
|
16
|
ProVise Management Group
Clearwater,
Florida
|
$310K
|
-$72.1K
|
-7,200
|
-19%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$256K
|
-$63K
|
-6,300
|
-20%
|
|
|
18
|
|
$217K
|
+$129K
|
+12,876
|
New
|
|
|
19
|
American International Group
New York
|
$27.2K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$20K
|
-$85K
|
-8,496
|
-81%
|
|
|
21
|
|
$18K
|
+$18.2K
|
+1,818
|
New
|
|
|
22
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$14K
|
+$13.5K
|
+1,353
|
New
|
|
|
23
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$12.4K
|
+$12.4K
|
+1,236
|
New
|
|
|
24
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$10K
|
+$10.5K
|
+1,047
|
New
|
|
|
25
|
|
–
|
-$1.38M
|
-137,706
|
Closed
|
|
