|
1
|
Opes Wealth Management
Menlo Park,
California
|
$11.9M
|
-$105K
|
-8,259
|
-0.9%
|
|
|
2
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$10.3M
|
+$198K
|
+15,573
|
+2%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$9M
|
+$198K
|
+15,570
|
+2%
|
|
|
4
|
Chevy Chase Trust
Bethesda,
Maryland
|
$6.64M
|
-$34.3K
|
-2,697
|
-0.5%
|
|
|
5
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$4.8M
|
+$4.73M
|
+372,048
|
New
|
|
|
6
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.53M
|
-$245K
|
-19,293
|
-7%
|
|
|
7
|
Callan Capital
La Jolla,
California
|
$3.44M
|
-$149K
|
-11,742
|
-4%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$3.07M
|
+$59.3K
|
+4,665
|
+2%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.85M
|
-$136K
|
-10,716
|
-7%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.5M
|
+$87.6K
|
+6,897
|
+6%
|
|
|
11
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$1.36M
|
–
|
–
|
–
|
|
|
12
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.03M
|
-$38
|
-3
|
-0%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$966K
|
+$784K
|
+61,689
|
+466%
|
|
|
14
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$929K
|
-$200K
|
-15,729
|
-18%
|
|
|
15
|
|
$912K
|
+$899K
|
+70,776
|
New
|
|
|
16
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$875K
|
–
|
–
|
–
|
|
|
17
|
Homrich & Berg
Atlanta,
Georgia
|
$705K
|
–
|
–
|
–
|
|
|
18
|
SOL Capital Management
Rockville,
Maryland
|
$679K
|
-$343
|
-27
|
-0.1%
|
|
|
19
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$656K
|
-$127K
|
-10,026
|
-16%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$631K
|
+$34.4K
|
+2,706
|
+6%
|
|
|
21
|
SeaCrest Wealth Management
Purchase,
New York
|
$603K
|
+$46.3K
|
+3,645
|
+8%
|
|
|
22
|
|
$595K
|
+$323K
|
+25,446
|
+123%
|
|
|
23
|
Paracle Advisors
Mercer Island,
Washington
|
$536K
|
–
|
–
|
–
|
|
|
24
|
|
$530K
|
-$38
|
-3
|
-0%
|
|
|
25
|
SNS Financial Group
Minneapolis,
Minnesota
|
$523K
|
+$2.1K
|
+165
|
+0.4%
|
|
