|
1
|
Opes Wealth Management
Menlo Park,
California
|
$12M
|
-$58.2K
|
-4,512
|
-0.5%
|
|
|
2
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$10.3M
|
-$69.7K
|
-5,400
|
-0.7%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$9.05M
|
-$57.1K
|
-4,425
|
-0.6%
|
|
|
4
|
Chevy Chase Trust
Bethesda,
Maryland
|
$6.71M
|
-$10.6K
|
-822
|
-0.2%
|
|
|
5
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$5.2M
|
+$341K
|
+26,406
|
+7%
|
|
|
6
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.54M
|
-$35.3K
|
-2,739
|
-1%
|
|
|
7
|
Callan Capital
La Jolla,
California
|
$3.45M
|
-$35.8K
|
-2,772
|
-1%
|
|
|
8
|
|
$3.3M
|
+$3.27M
|
+253,230
|
New
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.58M
|
-$290K
|
-22,488
|
-16%
|
|
|
10
|
Vigilant Capital Management
Portland,
Maine
|
$1.58M
|
-$1.51M
|
-117,300
|
-49%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.53M
|
+$19.2K
|
+1,491
|
+1%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.49M
|
+$1.03M
|
+79,995
|
+233%
|
|
|
13
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$1.35M
|
-$23.8K
|
-1,845
|
-2%
|
|
|
14
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.18M
|
+$665K
|
+51,555
|
+133%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$988K
|
+$10.9K
|
+846
|
+1%
|
|
|
16
|
SFMG Wealth Advisors
Plano,
Texas
|
$935K
|
-$77.2K
|
-5,985
|
-8%
|
|
|
17
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$928K
|
-$12K
|
-927
|
-1%
|
|
|
18
|
|
$922K
|
-$1.47K
|
-114
|
-0.2%
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$885K
|
–
|
–
|
–
|
|
|
20
|
Homrich & Berg
Atlanta,
Georgia
|
$713K
|
–
|
–
|
–
|
|
|
21
|
SOL Capital Management
Rockville,
Maryland
|
$687K
|
–
|
–
|
–
|
|
|
22
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$662K
|
-$1.51K
|
-117
|
-0.2%
|
|
|
23
|
SeaCrest Wealth Management
Purchase,
New York
|
$633K
|
+$22.2K
|
+1,722
|
+4%
|
|
|
24
|
|
$632K
|
+$29.3K
|
+2,268
|
+5%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$577K
|
-$60.8K
|
-4,716
|
-10%
|
|
