|
1
|
Stadion Money Management
Watkinsville,
Georgia
|
$23.6M
|
-$1.85M
|
-30,383
|
-8%
|
|
|
2
|
Appleton Partners
Boston,
Massachusetts
|
$8.11M
|
-$37.3K
|
-611
|
-0.5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.02M
|
+$1.46M
|
+23,942
|
+45%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.03M
|
+$657K
|
+10,762
|
+32%
|
|
|
5
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.44M
|
+$161K
|
+2,642
|
+8%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.61M
|
-$154K
|
-2,529
|
-9%
|
|
|
7
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.35M
|
-$27.4K
|
-449
|
-2%
|
|
|
8
|
Asset Dedication LLC
San Francisco,
California
|
$1.22M
|
+$25.7K
|
+421
|
+2%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$935K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$579K
|
-$13M
|
-213,122
|
-96%
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
$525K
|
+$118K
|
+1,930
|
+31%
|
|
|
12
|
CreativeOne Wealth
Overland Park,
Kansas
|
$456K
|
-$401K
|
-6,571
|
-48%
|
|
|
13
|
Tortoise Investment Management
White Plains,
New York
|
$451K
|
+$357K
|
+5,845
|
New
|
|
|
14
|
Focused Wealth Management
Newburgh,
New York
|
$410K
|
-$40.3K
|
-660
|
-9%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$407K
|
-$7.87K
|
-129
|
-2%
|
|
|
16
|
Lutz Financial Services
Omaha,
Nebraska
|
$356K
|
+$4.45K
|
+73
|
+1%
|
|
|
17
|
Strategic Financial Partners
Bend,
Oregon
|
$287K
|
+$854
|
+14
|
+0.3%
|
|
|
18
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$256K
|
+$203K
|
+3,320
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$236K
|
-$2.19M
|
-35,928
|
-91%
|
|
|
20
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$167K
|
–
|
–
|
–
|
|
|
21
|
|
$112K
|
-$9.46K
|
-155
|
-8%
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$107K
|
-$4.7K
|
-77
|
-4%
|
|
|
23
|
GeoWealth Management
Chicago,
Illinois
|
$97K
|
-$134K
|
-2,195
|
-59%
|
|
|
24
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$88K
|
+$82.4K
|
+1,351
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$84K
|
+$8.79K
|
+144
|
+13%
|
|
