|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$74.7M
|
-$22.2M
|
-246,231
|
-20%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$70.8M
|
+$83.4M
|
+926,815
|
New
|
|
|
3
|
Level Four Advisory Services
Dallas,
Texas
|
$27M
|
+$31.8M
|
+352,945
|
New
|
|
|
4
|
Stadion Money Management
Watkinsville,
Georgia
|
$23.5M
|
+$13.8M
|
+153,893
|
+100%
|
|
|
5
|
SFMG Wealth Advisors
Plano,
Texas
|
$21.4M
|
-$6.55M
|
-72,797
|
-21%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17M
|
+$13.9M
|
+154,418
|
+228%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$14.5M
|
+161,223
|
+365%
|
|
|
8
|
SimpliFi Inc
San Diego,
California
|
$15.2M
|
-$873K
|
-9,707
|
-5%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.19M
|
+$336K
|
+3,734
|
+3%
|
|
|
10
|
Financial Insights
Tacoma,
Washington
|
$8.24M
|
+$80.4K
|
+894
|
+0.8%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$7.79M
|
+$111K
|
+1,229
|
+1%
|
|
|
12
|
Snowden Capital Advisors
New York
|
$7.38M
|
+$9.54K
|
+106
|
+0.1%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$6.9M
|
+$8.13M
|
+90,372
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.23M
|
+$7.33M
|
+81,503
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.21M
|
-$10.1M
|
-111,964
|
-58%
|
|
|
16
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$5.18M
|
+$6.1M
|
+67,760
|
New
|
|
|
17
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.17M
|
+$5.87M
|
+65,196
|
+2,663%
|
|
|
18
|
Continuum Advisory
Eagle,
Idaho
|
$5.09M
|
-$719K
|
-7,995
|
-10%
|
|
|
19
|
Financial Strategies Group
Okemos,
Michigan
|
$4.97M
|
+$5.85M
|
+65,027
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.96M
|
+$1.07M
|
+11,854
|
+22%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.47M
|
+$4.74M
|
+52,648
|
+895%
|
|
|
22
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.21M
|
+$624K
|
+6,930
|
+14%
|
|
|
23
|
Stringer Asset Management
Memphis,
Tennessee
|
$4.01M
|
+$2.76M
|
+30,682
|
+140%
|
|
|
24
|
American Money Management
Rancho Santa Fe,
California
|
$3.99M
|
+$105K
|
+1,172
|
+2%
|
|
|
25
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$3.9M
|
-$109K
|
-1,207
|
-2%
|
|
