|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$20.4M
|
+$349K
|
+27,909
|
+2%
|
|
|
2
|
Opes Advisors
Cupertino,
California
|
$8.79M
|
+$1.72M
|
+137,181
|
+23%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$8.52M
|
-$30.2K
|
-2,415
|
-0.3%
|
|
|
4
|
Chevy Chase Trust
Bethesda,
Maryland
|
$6.32M
|
-$3.03M
|
-242,430
|
-32%
|
|
|
5
|
Callan Capital
La Jolla,
California
|
$4.16M
|
+$1.97M
|
+157,749
|
+85%
|
|
|
6
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.64M
|
-$132K
|
-10,515
|
-3%
|
|
|
7
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$3.58M
|
-$1.64M
|
-131,043
|
-31%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.2M
|
+$1.48M
|
+118,176
|
+185%
|
|
|
9
|
Vigilant Capital Management
Portland,
Maine
|
$2.04M
|
+$16.9K
|
+1,350
|
+0.8%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.6M
|
+$899K
|
+71,865
|
+119%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.34M
|
-$112K
|
-8,952
|
-7%
|
|
|
12
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.34M
|
-$42M
|
-3,358,098
|
-97%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.31M
|
+$1.36M
|
+108,981
|
New
|
|
|
14
|
|
$1.03M
|
+$1.07M
|
+85,332
|
New
|
|
|
15
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$891K
|
+$74K
|
+5,913
|
+9%
|
|
|
16
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$819K
|
–
|
–
|
–
|
|
|
17
|
SOL Capital Management
Rockville,
Maryland
|
$658K
|
+$3.75K
|
+300
|
+0.6%
|
|
|
18
|
|
$521K
|
+$4.24K
|
+339
|
+1%
|
|
|
19
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$513K
|
-$19.1K
|
-1,524
|
-3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$483K
|
-$148K
|
-11,811
|
-23%
|
|
|
21
|
Paracle Advisors
Mercer Island,
Washington
|
$466K
|
–
|
–
|
–
|
|
|
22
|
Aviance Capital Partners
Naples,
Florida
|
$393K
|
-$55.4K
|
-4,425
|
-12%
|
|
|
23
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$374K
|
–
|
–
|
–
|
|
|
24
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$361K
|
-$14.6K
|
-1,170
|
-4%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$361K
|
–
|
–
|
–
|
|
