|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$30.7M
|
-$55.5M
|
-5,467,359
|
-64%
|
|
|
2
|
Chevy Chase Trust
Bethesda,
Maryland
|
$15.2M
|
+$5.17M
|
+509,544
|
+50%
|
|
|
3
|
Bouchey Financial Group
Troy,
New York
|
$14.3M
|
+$805K
|
+79,410
|
+6%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$10.9M
|
+$538K
|
+53,013
|
+5%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$8.04M
|
+$8.25M
|
+813,288
|
New
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$2.62M
|
-$272K
|
-26,811
|
-9%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$2.31M
|
+$886K
|
+87,324
|
+59%
|
|
|
8
|
Colony Group
Boston,
Massachusetts
|
$2.02M
|
+$133K
|
+13,146
|
+7%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
+$1.21M
|
+119,373
|
New
|
|
|
10
|
Vigilant Capital Management
Portland,
Maine
|
$1.14M
|
+$617K
|
+60,831
|
+112%
|
|
|
11
|
SOL Capital Management
Rockville,
Maryland
|
$977K
|
-$6.09K
|
-600
|
-0.6%
|
|
|
12
|
LVW Advisors
Pittsford,
New York
|
$606K
|
+$11.5K
|
+1,137
|
+2%
|
|
|
13
|
|
$563K
|
–
|
–
|
–
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$548K
|
–
|
–
|
–
|
|
|
15
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$519K
|
+$1.83K
|
+180
|
+0.3%
|
|
|
16
|
HT Partners
Centerbrook,
Connecticut
|
$466K
|
+$30.4K
|
+3,000
|
+6%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$340K
|
+$35.1K
|
+3,465
|
+11%
|
|
|
18
|
|
$261K
|
+$268K
|
+26,409
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$252K
|
+$30
|
+3
|
+0%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$217K
|
+$222K
|
+21,933
|
New
|
|
|
21
|
|
$216K
|
+$122
|
+12
|
+0.1%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$99K
|
+$102K
|
+10,035
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$52K
|
+$33.2K
|
+3,276
|
+163%
|
|
|
24
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$11.9K
|
–
|
–
|
–
|
|
|
25
|
|
$10K
|
-$8.4K
|
-828
|
-46%
|
|
