|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$33.7M
|
+$2.44M
|
+232,212
|
+8%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$16.7M
|
+$258K
|
+24,564
|
+2%
|
|
|
3
|
Chevy Chase Trust
Bethesda,
Maryland
|
$9.71M
|
-$497K
|
-47,367
|
-5%
|
|
|
4
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$5.54M
|
-$286K
|
-27,270
|
-5%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$4.72M
|
+$976K
|
+92,955
|
+27%
|
|
|
6
|
Callan Capital
La Jolla,
California
|
$1.86M
|
+$154K
|
+14,661
|
+9%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.65M
|
+$1.6M
|
+152,526
|
New
|
|
|
8
|
Opes Advisors
Cupertino,
California
|
$1.62M
|
+$1.57M
|
+149,400
|
New
|
|
|
9
|
Vigilant Capital Management
Portland,
Maine
|
$1.38M
|
+$99.2K
|
+9,450
|
+8%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.19M
|
+$69.3K
|
+6,600
|
+6%
|
|
|
11
|
SOL Capital Management
Rockville,
Maryland
|
$900K
|
+$2.21K
|
+210
|
+0.3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$738K
|
+$181K
|
+17,265
|
+34%
|
|
|
13
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$736K
|
-$630
|
-60
|
-0.1%
|
|
|
14
|
|
$653K
|
+$632K
|
+60,183
|
New
|
|
|
15
|
|
$618K
|
–
|
–
|
–
|
|
|
16
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$613K
|
+$594K
|
+56,544
|
New
|
|
|
17
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$506K
|
+$45K
|
+4,290
|
+10%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$466K
|
+$5.17K
|
+492
|
+1%
|
|
|
19
|
Paracle Advisors
Mercer Island,
Washington
|
$419K
|
–
|
–
|
–
|
|
|
20
|
ProVise Management Group
Clearwater,
Florida
|
$371K
|
–
|
–
|
–
|
|
|
21
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$336K
|
–
|
–
|
–
|
|
|
22
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$324K
|
+$2.21K
|
+210
|
+0.7%
|
|
|
23
|
|
$232K
|
+$220K
|
+21,000
|
+5,469%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$228K
|
–
|
–
|
–
|
|
|
25
|
Edge Wealth Management
New York
|
$172K
|
+$166K
|
+15,792
|
New
|
|
