|
1
|
Stadion Money Management
Watkinsville,
Georgia
|
$21.4M
|
+$935K
|
+16,290
|
+5%
|
|
|
2
|
Appleton Partners
Boston,
Massachusetts
|
$8.12M
|
+$324K
|
+5,653
|
+4%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.51M
|
+$4.62M
|
+80,551
|
+165%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$5.89M
|
-$135K
|
-2,346
|
-2%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$4.41M
|
+$108K
|
+1,874
|
+3%
|
|
|
6
|
GeoWealth Management
Chicago,
Illinois
|
$2.78M
|
+$2.26M
|
+39,434
|
+440%
|
|
|
7
|
Asset Dedication LLC
San Francisco,
California
|
$2.22M
|
-$126K
|
-2,192
|
-5%
|
|
|
8
|
|
$2.19M
|
+$2.19M
|
+38,165
|
New
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.17M
|
+$880K
|
+15,340
|
+68%
|
|
|
10
|
Lutz Financial Services
Omaha,
Nebraska
|
$2.1M
|
-$12.4K
|
-216
|
-0.6%
|
|
|
11
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.69M
|
-$43.5K
|
-758
|
-3%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$1.22M
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$638K
|
+11,117
|
+134%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$767K
|
-$884K
|
-15,405
|
-54%
|
|
|
15
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$531K
|
–
|
–
|
–
|
|
|
16
|
Paracle Advisors
Mercer Island,
Washington
|
$441K
|
–
|
–
|
–
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
$396K
|
-$181K
|
-3,145
|
-31%
|
|
|
18
|
Wealthquest
Cincinnati,
Ohio
|
$340K
|
+$340K
|
+5,930
|
New
|
|
|
19
|
|
$314K
|
-$5.11K
|
-89
|
-2%
|
|
|
20
|
Continuum Advisory
Eagle,
Idaho
|
$226K
|
-$2.3K
|
-40
|
-1%
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$138K
|
+$36.3K
|
+633
|
+35%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$108K
|
-$2.06M
|
-35,865
|
-95%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$99K
|
+$1.44K
|
+25
|
+1%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$80K
|
-$37.8K
|
-659
|
-32%
|
|
|
25
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$70K
|
–
|
–
|
–
|
|
