|
1
|
Colony Group
Boston,
Massachusetts
|
$113M
|
+$840K
|
+7,501
|
+0.7%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$109M
|
+$1.03M
|
+9,222
|
+0.9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$52.5M
|
+$955K
|
+8,519
|
+2%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$45M
|
+$2M
|
+17,843
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.7M
|
+$1.8M
|
+16,072
|
+5%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$25.3M
|
-$695K
|
-6,200
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$24.5M
|
-$2.81M
|
-25,054
|
-9%
|
|
|
8
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$20M
|
+$5.49K
|
+49
|
+0%
|
|
|
9
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$14.8M
|
+$276K
|
+2,467
|
+2%
|
|
|
10
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$12.7M
|
+$1.68M
|
+14,985
|
+14%
|
|
|
11
|
Level Four Advisory Services
Dallas,
Texas
|
$12.4M
|
-$857K
|
-7,646
|
-6%
|
|
|
12
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12.1M
|
-$37.4K
|
-334
|
-0.3%
|
|
|
13
|
Valley Financial Management
New York
|
$8.72M
|
+$9.62M
|
+85,897
|
New
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.19M
|
+$9.03M
|
+80,596
|
New
|
|
|
15
|
Continuum Advisory
Eagle,
Idaho
|
$7.64M
|
+$326K
|
+2,912
|
+4%
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.64M
|
+$2.1M
|
+18,746
|
+33%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$7M
|
-$104K
|
-927
|
-1%
|
|
|
18
|
Royal Fund Management
Lady Lake,
Florida
|
$6.95M
|
-$219K
|
-1,954
|
-3%
|
|
|
19
|
|
$6.84M
|
+$2.02M
|
+18,028
|
+37%
|
|
|
20
|
Covington Capital Management
Los Angeles,
California
|
$6.22M
|
+$304K
|
+2,713
|
+5%
|
|
|
21
|
Marotta Asset Management
Charlottesville,
Virginia
|
$5.65M
|
+$474K
|
+4,226
|
+8%
|
|
|
22
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.63M
|
+$5.64M
|
+50,349
|
+981%
|
|
|
23
|
Goodman Advisory Group
Needham,
Massachusetts
|
$5.61M
|
-$689K
|
-6,150
|
-10%
|
|
|
24
|
American Money Management
Rancho Santa Fe,
California
|
$5.27M
|
+$175K
|
+1,560
|
+3%
|
|
|
25
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$5.03M
|
+$5.55M
|
+49,552
|
New
|
|
