|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$26.3M
|
+$1.34M
|
+135,126
|
+5%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$13.1M
|
+$89.1K
|
+9,006
|
+0.7%
|
|
|
3
|
Chevy Chase Trust
Bethesda,
Maryland
|
$9.95M
|
-$641K
|
-64,821
|
-6%
|
|
|
4
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$5.79M
|
-$238K
|
-24,006
|
-4%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$3.42M
|
+$425K
|
+42,945
|
+14%
|
|
|
6
|
Callan Capital
La Jolla,
California
|
$1.34M
|
+$1.33M
|
+134,202
|
New
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$1.31M
|
+$68.3K
|
+6,900
|
+6%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.02M
|
+$26.7K
|
+2,700
|
+3%
|
|
|
9
|
SOL Capital Management
Rockville,
Maryland
|
$852K
|
-$45K
|
-4,548
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$726K
|
+$337K
|
+34,041
|
+88%
|
|
|
11
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$680K
|
+$594
|
+60
|
+0.1%
|
|
|
12
|
|
$572K
|
+$1.66K
|
+168
|
+0.3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$548K
|
-$22.9K
|
-2,313
|
-4%
|
|
|
14
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$460K
|
+$5.02K
|
+507
|
+1%
|
|
|
15
|
Paracle Advisors
Mercer Island,
Washington
|
$386K
|
+$9.88K
|
+999
|
+3%
|
|
|
16
|
LVW Advisors
Pittsford,
New York
|
$374K
|
-$176K
|
-17,781
|
-32%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$346K
|
+$742
|
+75
|
+0.2%
|
|
|
18
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$310K
|
+$307K
|
+30,990
|
New
|
|
|
19
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$290K
|
+$66.5K
|
+6,720
|
+31%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$278K
|
-$28.1K
|
-2,841
|
-9%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$210K
|
+$208K
|
+21,000
|
New
|
|
|
22
|
Sandy Spring Bank
Olney,
Maryland
|
$184K
|
-$19.4K
|
-1,965
|
-10%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$58K
|
+$386
|
+39
|
+0.7%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$53K
|
–
|
–
|
–
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$36K
|
+$35.9K
|
+3,630
|
New
|
|
