|
1
|
Opes Advisors
Cupertino,
California
|
$10.5M
|
+$210K
|
+16,194
|
+2%
|
|
|
2
|
Callan Capital
La Jolla,
California
|
$10.4M
|
+$3.18M
|
+244,938
|
+45%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$9.21M
|
-$124K
|
-9,570
|
-1%
|
|
|
4
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.96M
|
+$14.4K
|
+1,113
|
+0.4%
|
|
|
5
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$2.74M
|
-$19.5K
|
-1,500
|
-0.7%
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$2.22M
|
+$72.9K
|
+5,625
|
+3%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.2M
|
-$313K
|
-24,165
|
-13%
|
|
|
8
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.51M
|
+$44.2K
|
+3,405
|
+3%
|
|
|
9
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.06M
|
-$136K
|
-10,482
|
-11%
|
|
|
10
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$894K
|
–
|
–
|
–
|
|
|
11
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$806K
|
+$793K
|
+61,179
|
New
|
|
|
12
|
SOL Capital Management
Rockville,
Maryland
|
$733K
|
+$973
|
+75
|
+0.1%
|
|
|
13
|
Chevy Chase Trust
Bethesda,
Maryland
|
$710K
|
-$8.36K
|
-645
|
-1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$595K
|
+$5.06K
|
+390
|
+0.9%
|
|
|
15
|
|
$565K
|
-$6.5K
|
-501
|
-2%
|
|
|
16
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$546K
|
-$13.3K
|
-1,029
|
-2%
|
|
|
17
|
Paracle Advisors
Mercer Island,
Washington
|
$509K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$501K
|
-$7.78K
|
-600
|
-2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$417K
|
+$411K
|
+31,677
|
New
|
|
|
20
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$408K
|
–
|
–
|
–
|
|
|
21
|
361 Capital
Denver,
Colorado
|
$406K
|
-$12.6K
|
-969
|
-3%
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$406K
|
+$75.6K
|
+5,829
|
+23%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$384K
|
-$9.73K
|
-750
|
-3%
|
|
|
24
|
SeaCrest Wealth Management
Purchase,
New York
|
$312K
|
+$43.4K
|
+3,345
|
+16%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$261K
|
+$80K
|
+6,171
|
+45%
|
|
