|
1
|
Opes Advisors
Cupertino,
California
|
$9.12M
|
+$268K
|
+21,882
|
+3%
|
|
|
2
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$8.83M
|
+$9.69M
|
+791,256
|
New
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$7.77M
|
-$35.1K
|
-2,865
|
-0.4%
|
|
|
4
|
Callan Capital
La Jolla,
California
|
$6.63M
|
-$2.36M
|
-192,807
|
-25%
|
|
|
5
|
Chevy Chase Trust
Bethesda,
Maryland
|
$5.99M
|
+$5.91M
|
+482,892
|
+896%
|
|
|
6
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.31M
|
-$49.1K
|
-4,011
|
-1%
|
|
|
7
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$2.15M
|
-$188K
|
-15,315
|
-7%
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.96M
|
+$107K
|
+8,706
|
+5%
|
|
|
9
|
Vigilant Capital Management
Portland,
Maine
|
$1.92M
|
+$42.2K
|
+3,450
|
+2%
|
|
|
10
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.51M
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.05M
|
+$953K
|
+77,820
|
+481%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$920K
|
+$944K
|
+77,094
|
+1,460%
|
|
|
13
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$875K
|
+$960K
|
+78,414
|
New
|
|
|
14
|
SFMG Wealth Advisors
Plano,
Texas
|
$867K
|
-$91.1K
|
-7,443
|
-9%
|
|
|
15
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$812K
|
+$891K
|
+72,798
|
New
|
|
|
16
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$757K
|
–
|
–
|
–
|
|
|
17
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$688K
|
+$247K
|
+20,142
|
+49%
|
|
|
18
|
Homrich & Berg
Atlanta,
Georgia
|
$610K
|
+$483K
|
+39,432
|
+259%
|
|
|
19
|
SOL Capital Management
Rockville,
Maryland
|
$577K
|
-$47.8K
|
-3,900
|
-7%
|
|
|
20
|
|
$548K
|
+$602K
|
+49,131
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$535K
|
+$34.5K
|
+2,820
|
+6%
|
|
|
22
|
SNS Financial Group
Minneapolis,
Minnesota
|
$535K
|
+$587K
|
+47,895
|
New
|
|
|
23
|
|
$431K
|
-$31.1K
|
-2,538
|
-11%
|
|
|
24
|
Paracle Advisors
Mercer Island,
Washington
|
$431K
|
–
|
–
|
–
|
|
|
25
|
SeaCrest Wealth Management
Purchase,
New York
|
$350K
|
+$94.6K
|
+7,722
|
+33%
|
|
