|
1
|
Colony Group
Boston,
Massachusetts
|
$120M
|
+$597K
|
+5,171
|
+0.5%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$115M
|
+$3.42M
|
+29,614
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$55M
|
-$1.24M
|
-10,772
|
-2%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$46.1M
|
-$516K
|
-4,472
|
-1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.1M
|
+$4.24M
|
+36,756
|
+13%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$28.8M
|
-$1.05M
|
-9,116
|
-3%
|
|
|
7
|
Stadion Money Management
Watkinsville,
Georgia
|
$27.6M
|
-$924K
|
-8,000
|
-3%
|
|
|
8
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$21.3M
|
–
|
–
|
–
|
|
|
9
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15.4M
|
-$111K
|
-962
|
-0.7%
|
|
|
10
|
Level Four Advisory Services
Dallas,
Texas
|
$14M
|
-$868K
|
-7,522
|
-5%
|
|
|
11
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12.9M
|
+$73.4K
|
+636
|
+0.5%
|
|
|
12
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$11.9M
|
+$2.6M
|
+22,537
|
+26%
|
|
|
13
|
Continuum Advisory
Eagle,
Idaho
|
$7.81M
|
+$114K
|
+988
|
+1%
|
|
|
14
|
Royal Fund Management
Lady Lake,
Florida
|
$7.6M
|
-$14.5K
|
-126
|
-0.2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.54M
|
-$1.02M
|
-8,864
|
-11%
|
|
|
16
|
Goodman Advisory Group
Needham,
Massachusetts
|
$6.63M
|
-$4.3M
|
-37,248
|
-38%
|
|
|
17
|
Covington Capital Management
Los Angeles,
California
|
$6.33M
|
-$49.3K
|
-427
|
-0.7%
|
|
|
18
|
Strategic Blueprint
Atlanta,
Georgia
|
$6.1M
|
+$3.57M
|
+30,905
|
+121%
|
|
|
19
|
Marotta Asset Management
Charlottesville,
Virginia
|
$5.6M
|
+$844K
|
+7,313
|
+17%
|
|
|
20
|
American Money Management
Rancho Santa Fe,
California
|
$5.43M
|
-$165K
|
-1,431
|
-3%
|
|
|
21
|
|
$5.33M
|
+$1.07M
|
+9,285
|
+23%
|
|
|
22
|
January Capital Advisors
San Francisco,
California
|
$4.56M
|
-$4.73K
|
-41
|
-0.1%
|
|
|
23
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$4.13M
|
-$225K
|
-1,950
|
-5%
|
|
|
24
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$3.93M
|
-$2.53M
|
-21,875
|
-38%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.77M
|
-$364K
|
-3,151
|
-8%
|
|
