|
1
|
Stadion Money Management
Watkinsville,
Georgia
|
$23.1M
|
+$369K
|
+6,210
|
+2%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.6M
|
+$1.66M
|
+28,002
|
+22%
|
|
|
3
|
Appleton Partners
Boston,
Massachusetts
|
$8.76M
|
+$141K
|
+2,374
|
+2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$5.98M
|
-$298K
|
-5,016
|
-5%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$5M
|
+$312K
|
+5,260
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$4.49M
|
+$3.59M
|
+60,494
|
+453%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.61M
|
+$295K
|
+4,966
|
+13%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$2.34M
|
-$14.2K
|
-239
|
-0.6%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.27M
|
+$1.07M
|
+17,948
|
+92%
|
|
|
10
|
Lutz Financial Services
Omaha,
Nebraska
|
$2.27M
|
+$39.3K
|
+662
|
+2%
|
|
|
11
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.84M
|
+$1.8M
|
+30,335
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.41M
|
+$1.38M
|
+23,253
|
New
|
|
|
13
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.37M
|
-$404K
|
-6,801
|
-23%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$1.29M
|
–
|
–
|
–
|
|
|
15
|
GeoWealth Management
Chicago,
Illinois
|
$1.2M
|
-$1.7M
|
-28,606
|
-59%
|
|
|
16
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.09M
|
+$1.07M
|
+17,972
|
New
|
|
|
17
|
Strategic Financial Partners
Bend,
Oregon
|
$606K
|
+$591K
|
+9,965
|
New
|
|
|
18
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$565K
|
+$2.02K
|
+34
|
+0.4%
|
|
|
19
|
Focused Wealth Management
Newburgh,
New York
|
$420K
|
–
|
–
|
–
|
|
|
20
|
Wealthquest
Cincinnati,
Ohio
|
$333K
|
-$26.7K
|
-450
|
-8%
|
|
|
21
|
|
$304K
|
-$1.97M
|
-33,162
|
-87%
|
|
|
22
|
Continuum Advisory
Eagle,
Idaho
|
$242K
|
+$831
|
+14
|
+0.4%
|
|
|
23
|
|
$239K
|
-$92K
|
-1,550
|
-28%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$127K
|
-$20.8K
|
-351
|
-14%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$109K
|
+$4.63K
|
+78
|
+5%
|
|
