|
1
|
LPL Financial
San Diego,
California
|
$79.1M
|
+$57.4M
|
+673,423
|
+303%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$74.4M
|
-$7.15M
|
-83,890
|
-9%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$59.5M
|
-$26M
|
-304,823
|
-31%
|
|
|
4
|
Level Four Advisory Services
Dallas,
Texas
|
$27.6M
|
-$3.42M
|
-40,090
|
-11%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$26.5M
|
-$610K
|
-7,150
|
-2%
|
|
|
6
|
SFMG Wealth Advisors
Plano,
Texas
|
$25.4M
|
+$643K
|
+7,536
|
+3%
|
|
|
7
|
SimpliFi Inc
San Diego,
California
|
$18M
|
+$447K
|
+5,242
|
+3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$17.3M
|
-$791K
|
-9,270
|
-5%
|
|
|
9
|
Affinia Financial Group
Burlington,
Massachusetts
|
$11.8M
|
+$11.4M
|
+133,563
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.5M
|
+$859K
|
+10,072
|
+8%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$11.1M
|
+$10.8M
|
+126,193
|
New
|
|
|
12
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$11M
|
+$10.6M
|
+124,100
|
New
|
|
|
13
|
Equitable Holdings
New York
|
$10.8M
|
+$81.5K
|
+956
|
New
|
|
|
14
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$10.7M
|
+$2.61M
|
+30,609
|
+34%
|
|
|
15
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$10.1M
|
+$1.07M
|
+12,579
|
+12%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$2.78M
|
+32,641
|
+40%
|
|
|
17
|
Financial Insights
Tacoma,
Washington
|
$9.48M
|
-$5.88M
|
-68,908
|
-64%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.89M
|
+$1.63M
|
+19,154
|
+24%
|
|
|
19
|
Snowden Capital Advisors
New York
|
$8.45M
|
-$81.2K
|
-952
|
-1%
|
|
|
20
|
Continuum Advisory
Eagle,
Idaho
|
$6.27M
|
+$128K
|
+1,500
|
+2%
|
|
|
21
|
Financial Strategies Group
Okemos,
Michigan
|
$6.12M
|
+$360K
|
+4,221
|
+6%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.08M
|
+$333K
|
+3,902
|
+6%
|
|
|
23
|
Marotta Asset Management
Charlottesville,
Virginia
|
$5.48M
|
+$401K
|
+4,702
|
+8%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.37M
|
+$4.35M
|
+50,994
|
+520%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5M
|
+$1.5M
|
+17,551
|
+45%
|
|
