|
1
|
Opes Wealth Management
Menlo Park,
California
|
$11.7M
|
+$11.4M
|
+933,279
|
New
|
|
|
2
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$9.78M
|
-$134K
|
-10,962
|
-1%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$8.56M
|
-$163K
|
-13,362
|
-2%
|
|
|
4
|
Chevy Chase Trust
Bethesda,
Maryland
|
$6.51M
|
-$232K
|
-18,984
|
-4%
|
|
|
5
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.68M
|
-$44.3K
|
-3,630
|
-1%
|
|
|
6
|
Callan Capital
La Jolla,
California
|
$3.49M
|
-$3.84M
|
-314,859
|
-53%
|
|
|
7
|
Vigilant Capital Management
Portland,
Maine
|
$2.93M
|
+$754K
|
+61,800
|
+36%
|
|
|
8
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.93M
|
-$265K
|
-21,708
|
-12%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.37M
|
+$1.33M
|
+109,335
|
New
|
|
|
10
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$1.32M
|
-$1.06M
|
-87,111
|
-45%
|
|
|
11
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$1.1M
|
+$114K
|
+9,354
|
+12%
|
|
|
12
|
SFMG Wealth Advisors
Plano,
Texas
|
$974K
|
–
|
–
|
–
|
|
|
13
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$850K
|
–
|
–
|
–
|
|
|
14
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$763K
|
-$8.38K
|
-687
|
-1%
|
|
|
15
|
|
$734K
|
+$115K
|
+9,426
|
+19%
|
|
|
16
|
Homrich & Berg
Atlanta,
Georgia
|
$685K
|
–
|
–
|
–
|
|
|
17
|
SOL Capital Management
Rockville,
Maryland
|
$661K
|
+$12.1K
|
+990
|
+2%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$622K
|
+$358K
|
+29,352
|
+145%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$592K
|
+$537K
|
+44,040
|
+1,372%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$580K
|
-$20.7K
|
-1,698
|
-4%
|
|
|
21
|
SeaCrest Wealth Management
Purchase,
New York
|
$541K
|
+$143K
|
+11,742
|
+37%
|
|
|
22
|
Paracle Advisors
Mercer Island,
Washington
|
$522K
|
+$36.6K
|
+3,000
|
+8%
|
|
|
23
|
|
$512K
|
+$12.3K
|
+1,008
|
+5%
|
|
|
24
|
SNS Financial Group
Minneapolis,
Minnesota
|
$506K
|
-$91.5K
|
-7,500
|
-16%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$486K
|
+$473K
|
+38,766
|
New
|
|
