|
1
|
Stadion Money Management
Watkinsville,
Georgia
|
$22.2M
|
-$499K
|
-8,816
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
+$2.54M
|
+44,851
|
+25%
|
|
|
3
|
Appleton Partners
Boston,
Massachusetts
|
$7.07M
|
-$521K
|
-9,202
|
-7%
|
|
|
4
|
|
$3.76M
|
+$3.01M
|
+53,200
|
+398%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3M
|
+$742K
|
+13,097
|
+33%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.23M
|
-$408K
|
-7,209
|
-15%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.99M
|
+$578K
|
+10,199
|
+43%
|
|
|
8
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.96M
|
+$200K
|
+3,536
|
+11%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.54M
|
+$510
|
+9
|
+0%
|
|
|
10
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.2M
|
-$84.7K
|
-1,495
|
-7%
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$1.05M
|
+$217K
|
+3,834
|
+26%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$811K
|
–
|
–
|
–
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$767K
|
-$845K
|
-14,914
|
-52%
|
|
|
14
|
Flow Traders U.S.
New York
|
$674K
|
+$676K
|
+11,933
|
New
|
|
|
15
|
Focused Wealth Management
Newburgh,
New York
|
$393K
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$359K
|
-$21.6K
|
-381
|
-6%
|
|
|
17
|
Cabot Wealth Management
Salem,
Massachusetts
|
$347K
|
+$73.4K
|
+1,296
|
+27%
|
|
|
18
|
Lutz Financial Services
Omaha,
Nebraska
|
$305K
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$251K
|
+$252K
|
+4,445
|
New
|
|
|
20
|
Strategic Financial Partners
Bend,
Oregon
|
$248K
|
-$59.2K
|
-1,045
|
-19%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$211K
|
-$134K
|
-2,370
|
-39%
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$145K
|
+$46.7K
|
+825
|
+47%
|
|
|
23
|
Catalyst Private Wealth
San Mateo,
California
|
$136K
|
+$137K
|
+2,413
|
New
|
|
|
24
|
|
$106K
|
-$56.8K
|
-1,002
|
-35%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$97K
|
-$3.68K
|
-65
|
-4%
|
|
