|
1
|
Tolleson Wealth Management
Dallas,
Texas
|
$113M
|
+$1.36M
|
+12,685
|
+1%
|
|
|
2
|
Colony Group
Boston,
Massachusetts
|
$84.9M
|
+$8.78M
|
+81,896
|
+12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$57.5M
|
-$31M
|
-289,309
|
-36%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$43M
|
+$10.4M
|
+96,790
|
+33%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$40.5M
|
-$2.47M
|
-23,072
|
-6%
|
|
|
6
|
Level Four Advisory Services
Dallas,
Texas
|
$35.2M
|
+$3.5M
|
+32,643
|
+11%
|
|
|
7
|
Stadion Money Management
Watkinsville,
Georgia
|
$33.6M
|
-$11.4K
|
-106
|
-0%
|
|
|
8
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$30.1M
|
+$9.53M
|
+88,848
|
+49%
|
|
|
9
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$22.7M
|
-$160K
|
-1,495
|
-0.7%
|
|
|
10
|
Affinia Financial Group
Burlington,
Massachusetts
|
$17.7M
|
+$871K
|
+8,124
|
+6%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12.7M
|
-$120K
|
-1,117
|
-1%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.6M
|
+$1.04M
|
+9,729
|
+9%
|
|
|
13
|
Financial Insights
Tacoma,
Washington
|
$11M
|
-$197K
|
-1,840
|
-2%
|
|
|
14
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$10.3M
|
+$5.19M
|
+48,403
|
+110%
|
|
|
15
|
Continuum Advisory
Eagle,
Idaho
|
$8.43M
|
+$138K
|
+1,286
|
+2%
|
|
|
16
|
Financial Strategies Group
Okemos,
Michigan
|
$8.28M
|
+$194K
|
+1,811
|
+2%
|
|
|
17
|
American Money Management
Rancho Santa Fe,
California
|
$7.34M
|
-$215K
|
-2,009
|
-3%
|
|
|
18
|
Royal Fund Management
Lady Lake,
Florida
|
$5.94M
|
+$510K
|
+4,759
|
+10%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$5.55M
|
+$2.42M
|
+22,539
|
+82%
|
|
|
20
|
Covington Capital Management
Los Angeles,
California
|
$5.18M
|
+$2.65M
|
+24,702
|
+113%
|
|
|
21
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.88M
|
+$49.6K
|
+463
|
+1%
|
|
|
22
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$4.78M
|
-$95.4K
|
-890
|
-2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.77M
|
-$459K
|
-4,279
|
-9%
|
|
|
24
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$4.63M
|
+$235K
|
+2,190
|
+6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.62M
|
-$2.14M
|
-19,974
|
-32%
|
|
