|
1
|
Opes Wealth Management
Menlo Park,
California
|
$12.7M
|
-$208K
|
-15,399
|
-2%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$9.31M
|
-$410K
|
-30,348
|
-4%
|
|
|
3
|
Chevy Chase Trust
Bethesda,
Maryland
|
$6.93M
|
-$282K
|
-20,865
|
-4%
|
|
|
4
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$5.99M
|
-$4.92M
|
-364,383
|
-46%
|
|
|
5
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$5.45M
|
-$138K
|
-10,188
|
-3%
|
|
|
6
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.83M
|
+$22.8K
|
+1,689
|
+0.6%
|
|
|
7
|
Callan Capital
La Jolla,
California
|
$3.76M
|
+$44.4K
|
+3,288
|
+1%
|
|
|
8
|
Red Door Wealth Management
Memphis,
Tennessee
|
$3.08M
|
+$39.9K
|
+2,952
|
New
|
|
|
9
|
Townsend Asset Management
Raleigh,
North Carolina
|
$3.01M
|
+$2.89M
|
+214,305
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.93M
|
+$1.28M
|
+94,491
|
+83%
|
|
|
11
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.94M
|
+$645K
|
+47,736
|
+53%
|
|
|
12
|
Vigilant Capital Management
Portland,
Maine
|
$1.69M
|
-$6.08K
|
-450
|
-0.4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.68M
|
+$1.49M
|
+110,379
|
+1,170%
|
|
|
14
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.64M
|
-$56.6K
|
-4,188
|
-3%
|
|
|
15
|
|
$1.64M
|
-$1.85M
|
-136,605
|
-54%
|
|
|
16
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$1.46M
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.14M
|
+$69.7K
|
+5,157
|
+7%
|
|
|
18
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$1M
|
+$1.01K
|
+75
|
+0.1%
|
|
|
19
|
|
$993K
|
–
|
–
|
–
|
|
|
20
|
SFMG Wealth Advisors
Plano,
Texas
|
$984K
|
-$22.5K
|
-1,668
|
-2%
|
|
|
21
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$974K
|
+$20.3K
|
+1,500
|
+2%
|
|
|
22
|
Paracle Advisors
Mercer Island,
Washington
|
$839K
|
+$245K
|
+18,150
|
+44%
|
|
|
23
|
Bellevue Asset Management
Bellevue,
Washington
|
$807K
|
+$776K
|
+57,447
|
New
|
|
|
24
|
Homrich & Berg
Atlanta,
Georgia
|
$768K
|
–
|
–
|
–
|
|
|
25
|
SOL Capital Management
Rockville,
Maryland
|
$738K
|
-$1.62K
|
-120
|
-0.2%
|
|
