|
1
|
Colony Group
Boston,
Massachusetts
|
$129M
|
+$5.64M
|
+51,283
|
+5%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$114M
|
-$4.25M
|
-38,673
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$56.5M
|
-$560K
|
-5,091
|
-1%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$50.1M
|
+$1.09M
|
+9,929
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.4M
|
-$2.15M
|
-19,539
|
-6%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$26.9M
|
-$619K
|
-5,629
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$23.8M
|
-$2.78M
|
-25,234
|
-10%
|
|
|
8
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$21.5M
|
-$285K
|
-2,592
|
-1%
|
|
|
9
|
Eagle Strategies
New York
|
$14.4M
|
+$14.4M
|
+130,897
|
New
|
|
|
10
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$14.4M
|
+$593K
|
+5,389
|
+4%
|
|
|
11
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$14.1M
|
-$1.88M
|
-17,112
|
-12%
|
|
|
12
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$13M
|
-$52.2K
|
-475
|
-0.4%
|
|
|
13
|
Level Four Advisory Services
Dallas,
Texas
|
$12.9M
|
-$576K
|
-5,233
|
-4%
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$9.83M
|
+$1.53M
|
+13,946
|
+19%
|
|
|
15
|
|
$9.32M
|
+$1.88M
|
+17,130
|
+25%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.52M
|
-$367K
|
-3,333
|
-4%
|
|
|
17
|
Continuum Advisory
Eagle,
Idaho
|
$8.36M
|
+$67K
|
+609
|
+0.8%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$8.3M
|
+$4.84M
|
+44,021
|
+141%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$7.32M
|
+$7.3M
|
+66,357
|
New
|
|
|
20
|
|
$6.98M
|
+$6.96M
|
+63,284
|
New
|
|
|
21
|
Royal Fund Management
Lady Lake,
Florida
|
$6.53M
|
-$1.01M
|
-9,210
|
-13%
|
|
|
22
|
Goodman Advisory Group
Needham,
Massachusetts
|
$6.53M
|
+$437K
|
+3,976
|
+7%
|
|
|
23
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.41M
|
+$273K
|
+2,478
|
+4%
|
|
|
24
|
Valley Financial Management
New York
|
$6.38M
|
-$3.09M
|
-28,096
|
-33%
|
|
|
25
|
American Money Management
Rancho Santa Fe,
California
|
$5.9M
|
+$180K
|
+1,634
|
+3%
|
|
