|
1
|
LPL Financial
San Diego,
California
|
$86.5M
|
+$1.71M
|
+18,273
|
+2%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$81.4M
|
+$1.63M
|
+17,490
|
+2%
|
|
|
3
|
Colony Group
Boston,
Massachusetts
|
$57.8M
|
+$57.1M
|
+610,938
|
New
|
|
|
4
|
Level Four Advisory Services
Dallas,
Texas
|
$30.2M
|
+$591K
|
+6,324
|
+2%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$29.1M
|
+$655K
|
+7,013
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$28.8M
|
-$34.5M
|
-369,232
|
-55%
|
|
|
7
|
SFMG Wealth Advisors
Plano,
Texas
|
$27M
|
-$283K
|
-3,026
|
-1%
|
|
|
8
|
Affinia Financial Group
Burlington,
Massachusetts
|
$13.3M
|
+$631K
|
+6,753
|
+5%
|
|
|
9
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$11M
|
+$121K
|
+1,296
|
+1%
|
|
|
10
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$10.7M
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
+$801K
|
+8,572
|
+9%
|
|
|
12
|
Financial Insights
Tacoma,
Washington
|
$10M
|
+$6.27M
|
+67,096
|
+172%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.86M
|
-$3.44M
|
-36,792
|
-28%
|
|
|
14
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$6.95M
|
+$4.23M
|
+45,252
|
+161%
|
|
|
15
|
Continuum Advisory
Eagle,
Idaho
|
$6.76M
|
+$30.6K
|
+328
|
+0.5%
|
|
|
16
|
Financial Strategies Group
Okemos,
Michigan
|
$6.54M
|
-$10.7K
|
-115
|
-0.2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.36M
|
-$4.37M
|
-46,741
|
-41%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.05M
|
-$464K
|
-4,964
|
-7%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.41M
|
+$52.5K
|
+562
|
+1%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.41M
|
-$345K
|
-3,687
|
-6%
|
|
|
21
|
American Money Management
Rancho Santa Fe,
California
|
$5.29M
|
+$212K
|
+2,270
|
+4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.71M
|
+$3.15M
|
+33,670
|
+208%
|
|
|
23
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$4.47M
|
+$429K
|
+4,593
|
+11%
|
|
|
24
|
Royal Fund Management
Lady Lake,
Florida
|
$4.45M
|
+$419K
|
+4,479
|
+11%
|
|
|
25
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$4.25M
|
-$290K
|
-3,102
|
-6%
|
|
