|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$26.3M
|
-$2.65M
|
-274,989
|
-9%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$11.7M
|
+$540K
|
+56,034
|
+5%
|
|
|
3
|
Chevy Chase Trust
Bethesda,
Maryland
|
$11.1M
|
-$2.42M
|
-251,442
|
-18%
|
|
|
4
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$5.55M
|
+$5.62M
|
+583,545
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.86M
|
+$495K
|
+51,375
|
+11%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$2.47M
|
+$286K
|
+29,685
|
+13%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$1.26M
|
+$102K
|
+10,635
|
+9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.13M
|
+$1.15M
|
+118,995
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$512K
|
+53,211
|
+98%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$964K
|
+$207K
|
+21,468
|
+27%
|
|
|
11
|
SOL Capital Management
Rockville,
Maryland
|
$853K
|
-$38.3K
|
-3,975
|
-4%
|
|
|
12
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$645K
|
+$653K
|
+67,845
|
New
|
|
|
13
|
LVW Advisors
Pittsford,
New York
|
$546K
|
-$37.3K
|
-3,876
|
-6%
|
|
|
14
|
|
$541K
|
–
|
–
|
–
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$534K
|
-$7.83K
|
-813
|
-1%
|
|
|
16
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$449K
|
-$68.7K
|
-7,131
|
-13%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$393K
|
+$403K
|
+41,856
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$363K
|
+$19.9K
|
+2,067
|
+6%
|
|
|
19
|
|
$346K
|
-$1.08M
|
-112,263
|
-76%
|
|
|
20
|
ProVise Management Group
Clearwater,
Florida
|
$342K
|
–
|
–
|
–
|
|
|
21
|
HT Partners
Centerbrook,
Connecticut
|
$264K
|
–
|
–
|
–
|
|
|
22
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$220K
|
–
|
–
|
–
|
|
|
23
|
|
$201K
|
-$7.37K
|
-765
|
-6%
|
|
|
24
|
Colony Group
Boston,
Massachusetts
|
$84K
|
-$118K
|
-12,291
|
-58%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$72K
|
-$62.5K
|
-6,495
|
-46%
|
|
