|
1
|
Opes Wealth Management
Menlo Park,
California
|
$9.5M
|
+$299K
|
+23,289
|
+3%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$6.51M
|
-$343K
|
-26,736
|
-4%
|
|
|
3
|
Chevy Chase Trust
Bethesda,
Maryland
|
$4.97M
|
-$99.2K
|
-7,728
|
-2%
|
|
|
4
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$3.73M
|
-$310K
|
-24,126
|
-6%
|
|
|
5
|
Callan Capital
La Jolla,
California
|
$3.44M
|
+$875K
|
+68,151
|
+25%
|
|
|
6
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$3.21M
|
-$1.44M
|
-111,891
|
-26%
|
|
|
7
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$2.63M
|
-$198K
|
-15,447
|
-6%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.55M
|
+$518K
|
+40,347
|
+19%
|
|
|
9
|
Townsend Asset Management
Raleigh,
North Carolina
|
$2.21M
|
+$18.1K
|
+1,410
|
+0.7%
|
|
|
10
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.15M
|
+$932K
|
+72,597
|
+53%
|
|
|
11
|
Red Door Wealth Management
Memphis,
Tennessee
|
$2.12M
|
+$2.62M
|
+204,384
|
+6,924%
|
|
|
12
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.72M
|
+$2.15M
|
+167,574
|
New
|
|
|
13
|
Vigilant Capital Management
Portland,
Maine
|
$1.22M
|
-$16.6K
|
-1,290
|
-1%
|
|
|
14
|
|
$1.14M
|
-$67.1K
|
-5,223
|
-4%
|
|
|
15
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$835K
|
-$286K
|
-22,275
|
-21%
|
|
|
16
|
Wealthspire Advisors (New York)
New York
|
$725K
|
+$910K
|
+70,845
|
New
|
|
|
17
|
|
$723K
|
–
|
–
|
–
|
|
|
18
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$705K
|
-$615K
|
-47,904
|
-41%
|
|
|
19
|
Paracle Advisors
Mercer Island,
Washington
|
$696K
|
+$106K
|
+8,220
|
+14%
|
|
|
20
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$694K
|
-$19.3K
|
-1,500
|
-2%
|
|
|
21
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$655K
|
-$92.9K
|
-7,230
|
-10%
|
|
|
22
|
Bellevue Asset Management
Bellevue,
Washington
|
$620K
|
-$32.5K
|
-2,529
|
-4%
|
|
|
23
|
SFMG Wealth Advisors
Plano,
Texas
|
$576K
|
-$177K
|
-13,776
|
-20%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$561K
|
-$835K
|
-65,034
|
-54%
|
|
|
25
|
Homrich & Berg
Atlanta,
Georgia
|
$559K
|
–
|
–
|
–
|
|
