|
1
|
Opes Advisors
Cupertino,
California
|
$9.7M
|
+$621K
|
+50,001
|
+7%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$8.82M
|
+$26.4K
|
+2,130
|
+0.3%
|
|
|
3
|
Callan Capital
La Jolla,
California
|
$6.75M
|
+$2.45M
|
+197,145
|
+57%
|
|
|
4
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.74M
|
-$24.9K
|
-2,007
|
-0.7%
|
|
|
5
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$2.61M
|
-$1.08M
|
-86,616
|
-29%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.38M
|
-$18.6M
|
-1,497,339
|
-89%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$2.03M
|
-$74.9K
|
-6,030
|
-4%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.39M
|
+$469K
|
+37,788
|
+51%
|
|
|
9
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.19M
|
-$188K
|
-15,120
|
-14%
|
|
|
10
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$845K
|
–
|
–
|
–
|
|
|
11
|
SOL Capital Management
Rockville,
Maryland
|
$692K
|
+$13K
|
+1,050
|
+2%
|
|
|
12
|
Chevy Chase Trust
Bethesda,
Maryland
|
$680K
|
-$5.83M
|
-469,386
|
-90%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$558K
|
-$1.7M
|
-137,325
|
-75%
|
|
|
14
|
|
$541K
|
+$857
|
+69
|
+0.3%
|
|
|
15
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$529K
|
-$745
|
-60
|
-0.1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$482K
|
-$17.2K
|
-1,389
|
-3%
|
|
|
17
|
Paracle Advisors
Mercer Island,
Washington
|
$481K
|
–
|
–
|
–
|
|
|
18
|
361 Capital
Denver,
Colorado
|
$396K
|
+$395K
|
+31,791
|
New
|
|
|
19
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$386K
|
–
|
–
|
–
|
|
|
20
|
Advisornet Financial
Minnetonka,
Minnesota
|
$373K
|
–
|
–
|
–
|
|
|
21
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$335K
|
-$38K
|
-3,060
|
-11%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$312K
|
-$3.5K
|
-282
|
-1%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$303K
|
-$1.34M
|
-107,988
|
-82%
|
|
|
24
|
|
$265K
|
-$796K
|
-64,101
|
-75%
|
|
|
25
|
SeaCrest Wealth Management
Purchase,
New York
|
$253K
|
+$252K
|
+20,328
|
New
|
|
