|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$37.5M
|
+$1.19M
|
+106,521
|
+3%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$18M
|
+$313K
|
+27,957
|
+2%
|
|
|
3
|
Chevy Chase Trust
Bethesda,
Maryland
|
$7.59M
|
-$1.54M
|
-137,442
|
-17%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$7.17M
|
+$34.1K
|
+3,042
|
+0.5%
|
|
|
5
|
Opes Advisors
Cupertino,
California
|
$6.08M
|
+$1.47M
|
+130,902
|
+33%
|
|
|
6
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$5.62M
|
-$36.7K
|
-3,276
|
-0.7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$2.56M
|
+$255K
|
+22,776
|
+11%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.2M
|
+$1.68M
|
+149,730
|
+327%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$1.96M
|
-$179K
|
-15,993
|
-8%
|
|
|
10
|
Vigilant Capital Management
Portland,
Maine
|
$1.78M
|
+$103K
|
+9,225
|
+6%
|
|
|
11
|
Ancora Advisors
Cleveland,
Ohio
|
$1.61M
|
+$1.6M
|
+143,079
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.32M
|
+$28.8K
|
+2,574
|
+2%
|
|
|
13
|
|
$1.26M
|
+$720K
|
+64,248
|
+134%
|
|
|
14
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$763K
|
–
|
–
|
–
|
|
|
15
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$683K
|
-$62.4K
|
-5,574
|
-8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$629K
|
-$40.8K
|
-3,645
|
-6%
|
|
|
17
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$499K
|
-$23.5K
|
-2,094
|
-5%
|
|
|
18
|
Paracle Advisors
Mercer Island,
Washington
|
$434K
|
–
|
–
|
–
|
|
|
19
|
SOL Capital Management
Rockville,
Maryland
|
$428K
|
+$56.7K
|
+5,064
|
+15%
|
|
|
20
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$356K
|
–
|
–
|
–
|
|
|
21
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$348K
|
–
|
–
|
–
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$241K
|
–
|
–
|
–
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$203K
|
-$119K
|
-10,650
|
-37%
|
|
|
24
|
Edge Wealth Management
New York
|
$133K
|
-$36.6K
|
-3,270
|
-22%
|
|
|
25
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$133K
|
+$16.9K
|
+1,509
|
+15%
|
|
