|
1
|
Tolleson Wealth Management
Dallas,
Texas
|
$105M
|
+$14.3M
|
+143,280
|
+17%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$84.3M
|
-$10.7M
|
-107,363
|
-12%
|
|
|
3
|
Colony Group
Boston,
Massachusetts
|
$71.3M
|
+$7.11M
|
+71,164
|
+12%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$41.4M
|
+$9.2M
|
+92,053
|
+30%
|
|
|
5
|
Stadion Money Management
Watkinsville,
Georgia
|
$31.6M
|
-$423K
|
-4,233
|
-1%
|
|
|
6
|
SFMG Wealth Advisors
Plano,
Texas
|
$30.3M
|
+$526K
|
+5,268
|
+2%
|
|
|
7
|
Level Four Advisory Services
Dallas,
Texas
|
$29.7M
|
-$3.46M
|
-34,598
|
-11%
|
|
|
8
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$21.5M
|
+$20.6M
|
+206,016
|
New
|
|
|
9
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$19.1M
|
+$6.13M
|
+61,384
|
+51%
|
|
|
10
|
Affinia Financial Group
Burlington,
Massachusetts
|
$15M
|
+$289K
|
+2,894
|
+2%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12.1M
|
-$21.4K
|
-214
|
-0.2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
-$544K
|
-5,448
|
-5%
|
|
|
13
|
Financial Insights
Tacoma,
Washington
|
$10.5M
|
-$534K
|
-5,341
|
-5%
|
|
|
14
|
Financial Strategies Group
Okemos,
Michigan
|
$7.6M
|
+$359K
|
+3,595
|
+5%
|
|
|
15
|
Continuum Advisory
Eagle,
Idaho
|
$7.5M
|
+$55.4K
|
+555
|
+0.8%
|
|
|
16
|
American Money Management
Rancho Santa Fe,
California
|
$7.11M
|
+$1.22M
|
+12,181
|
+22%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.43M
|
+$438K
|
+4,383
|
+8%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.88M
|
-$88.1K
|
-882
|
-2%
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$5.15M
|
+$202K
|
+2,018
|
+4%
|
|
|
20
|
Royal Fund Management
Lady Lake,
Florida
|
$5.09M
|
+$162K
|
+1,617
|
+3%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.93M
|
-$261K
|
-2,611
|
-5%
|
|
|
22
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$4.59M
|
-$2.95M
|
-29,499
|
-40%
|
|
|
23
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$4.59M
|
-$99.7K
|
-998
|
-2%
|
|
|
24
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.5M
|
-$165K
|
-1,652
|
-4%
|
|
|
25
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$4.12M
|
+$421K
|
+4,217
|
+12%
|
|
