|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$24.4M
|
-$2.49M
|
-271,482
|
-10%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$12.7M
|
+$586K
|
+63,864
|
+5%
|
|
|
3
|
Chevy Chase Trust
Bethesda,
Maryland
|
$10.4M
|
-$1M
|
-109,059
|
-9%
|
|
|
4
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$5.9M
|
+$176K
|
+19,212
|
+3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$2.93M
|
+$358K
|
+39,000
|
+15%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$1.22M
|
-$75K
|
-8,175
|
-6%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$974K
|
-$16.5K
|
-1,800
|
-2%
|
|
|
8
|
SOL Capital Management
Rockville,
Maryland
|
$878K
|
+$551
|
+60
|
+0.1%
|
|
|
9
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$664K
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$558K
|
+$8.73K
|
+951
|
+2%
|
|
|
11
|
|
$557K
|
–
|
–
|
–
|
|
|
12
|
LVW Advisors
Pittsford,
New York
|
$539K
|
-$21.1K
|
-2,295
|
-4%
|
|
|
13
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$444K
|
-$16.8K
|
-1,827
|
-4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$373K
|
-$29.7K
|
-3,240
|
-8%
|
|
|
15
|
Paracle Advisors
Mercer Island,
Washington
|
$368K
|
+$346K
|
+37,650
|
New
|
|
|
16
|
ProVise Management Group
Clearwater,
Florida
|
$337K
|
-$13.8K
|
-1,500
|
-4%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$299K
|
-$4.41M
|
-480,819
|
-94%
|
|
|
18
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$210K
|
-$27.5K
|
-3,000
|
-12%
|
|
|
19
|
American International Group
New York
|
$205K
|
+$193K
|
+21,000
|
New
|
|
|
20
|
Sandy Spring Bank
Olney,
Maryland
|
$199K
|
+$187K
|
+20,337
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$108K
|
-$886K
|
-96,510
|
-90%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$68K
|
+$63.7K
|
+6,945
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$56K
|
-$1.04M
|
-113,265
|
-95%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$52K
|
-$20.6K
|
-2,250
|
-30%
|
|
|
25
|
|
$30K
|
+$16.1K
|
+1,755
|
+131%
|
|
