|
1
|
Colony Group
Boston,
Massachusetts
|
$146M
|
+$24.5M
|
+193,738
|
+21%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$134M
|
-$3.87M
|
-30,592
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$68.6M
|
+$4.43M
|
+35,091
|
+7%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$54.6M
|
+$3.02M
|
+23,902
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$51.4M
|
-$5.79M
|
-45,800
|
-10%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$34.5M
|
+$670K
|
+5,305
|
+2%
|
|
|
7
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$25.9M
|
-$209K
|
-1,652
|
-0.8%
|
|
|
8
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$20.4M
|
-$469K
|
-3,714
|
-2%
|
|
|
9
|
Level Four Advisory Services
Dallas,
Texas
|
$19.9M
|
-$795K
|
-6,290
|
-4%
|
|
|
10
|
Affinia Financial Group
Burlington,
Massachusetts
|
$19.2M
|
-$439K
|
-3,472
|
-2%
|
|
|
11
|
January Capital Advisors
San Francisco,
California
|
$17.4M
|
+$16.8M
|
+133,109
|
New
|
|
|
12
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$15.2M
|
-$219K
|
-1,732
|
-1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.8M
|
-$1.16M
|
-9,182
|
-7%
|
|
|
14
|
Goodman Advisory Group
Needham,
Massachusetts
|
$13.7M
|
+$13.2M
|
+104,739
|
New
|
|
|
15
|
Financial Strategies Group
Okemos,
Michigan
|
$10.6M
|
+$182K
|
+1,441
|
+2%
|
|
|
16
|
Continuum Advisory
Eagle,
Idaho
|
$9.87M
|
-$123K
|
-973
|
-1%
|
|
|
17
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$9.35M
|
+$3.4M
|
+26,887
|
+60%
|
|
|
18
|
Royal Fund Management
Lady Lake,
Florida
|
$8.81M
|
+$277K
|
+2,189
|
+3%
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$7.6M
|
-$8.97K
|
-71
|
-0.1%
|
|
|
20
|
Financial Enhancement Group
Anderson,
Indiana
|
$7.44M
|
+$7.2M
|
+56,956
|
New
|
|
|
21
|
Covington Capital Management
Los Angeles,
California
|
$7.43M
|
+$215K
|
+1,699
|
+3%
|
|
|
22
|
American Money Management
Rancho Santa Fe,
California
|
$6.96M
|
-$382K
|
-3,021
|
-5%
|
|
|
23
|
|
$6.45M
|
-$381K
|
-3,016
|
-6%
|
|
|
24
|
Marotta Asset Management
Charlottesville,
Virginia
|
$5.66M
|
-$142K
|
-1,125
|
-3%
|
|
|
25
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$5.33M
|
-$86.8K
|
-687
|
-2%
|
|
