|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$36.3M
|
+$1.39M
|
+124,530
|
+4%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$17.6M
|
+$389K
|
+34,998
|
+2%
|
|
|
3
|
Chevy Chase Trust
Bethesda,
Maryland
|
$8.87M
|
-$925K
|
-83,187
|
-9%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$7.13M
|
+$2.23M
|
+200,094
|
+46%
|
|
|
5
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$5.66M
|
-$82.8K
|
-7,440
|
-1%
|
|
|
6
|
Opes Advisors
Cupertino,
California
|
$4.51M
|
+$2.8M
|
+252,069
|
+169%
|
|
|
7
|
Millie Capital Management
Walnut Creek,
California
|
$3.48M
|
+$3.45M
|
+310,125
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$2.31M
|
+$1.53M
|
+137,334
|
+202%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$2.14M
|
+$214K
|
+19,206
|
+11%
|
|
|
10
|
Vigilant Capital Management
Portland,
Maine
|
$1.68M
|
+$244K
|
+21,975
|
+17%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
+$51.5K
|
+4,626
|
+4%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$965K
|
+$955K
|
+85,896
|
New
|
|
|
13
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$762K
|
–
|
–
|
–
|
|
|
14
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$745K
|
+$109K
|
+9,762
|
+17%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$664K
|
+$190K
|
+17,070
|
+40%
|
|
|
16
|
|
$539K
|
-$136K
|
-12,207
|
-20%
|
|
|
17
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$522K
|
-$2.34K
|
-210
|
-0.4%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$514K
|
-$1.19M
|
-106,767
|
-70%
|
|
|
19
|
Paracle Advisors
Mercer Island,
Washington
|
$434K
|
–
|
–
|
–
|
|
|
20
|
SOL Capital Management
Rockville,
Maryland
|
$371K
|
-$556K
|
-49,995
|
-60%
|
|
|
21
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$350K
|
+$18.2K
|
+1,635
|
+6%
|
|
|
22
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$348K
|
–
|
–
|
–
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$323K
|
-$60.6K
|
-5,448
|
-16%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$241K
|
+$5.31K
|
+477
|
+2%
|
|
|
25
|
|
$173K
|
-$66.7K
|
-6,000
|
-28%
|
|
