|
1
|
Colony Group
Boston,
Massachusetts
|
$142M
|
+$7.12M
|
+62,783
|
+5%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$99M
|
-$20M
|
-176,401
|
-17%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$60.6M
|
+$1.18M
|
+10,400
|
+2%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$53.9M
|
+$1.22M
|
+10,798
|
+2%
|
|
|
5
|
Eagle Strategies
New York
|
$35.1M
|
+$19.4M
|
+171,581
|
+131%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.8M
|
-$5.23M
|
-46,122
|
-15%
|
|
|
7
|
Stadion Money Management
Watkinsville,
Georgia
|
$27.9M
|
-$326K
|
-2,876
|
-1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$23.5M
|
+$656K
|
+5,786
|
+3%
|
|
|
9
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$22.5M
|
-$97.7K
|
-862
|
-0.4%
|
|
|
10
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$15.4M
|
+$226K
|
+1,996
|
+2%
|
|
|
11
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$14.8M
|
-$31.4K
|
-277
|
-0.2%
|
|
|
12
|
Goodman Advisory Group
Needham,
Massachusetts
|
$14.4M
|
+$7.37M
|
+65,039
|
+110%
|
|
|
13
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$13.6M
|
-$112K
|
-990
|
-0.8%
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.5M
|
+$4.42M
|
+38,985
|
+50%
|
|
|
15
|
Strategic Blueprint
Atlanta,
Georgia
|
$12.1M
|
+$1.7M
|
+14,998
|
+17%
|
|
|
16
|
|
$10.8M
|
+$1.01M
|
+8,936
|
+11%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$2.03M
|
+17,893
|
+24%
|
|
|
18
|
Continuum Advisory
Eagle,
Idaho
|
$9.12M
|
+$323K
|
+2,852
|
+4%
|
|
|
19
|
Hobart Private Capital
Charlotte,
North Carolina
|
$8.53M
|
+$8.34M
|
+73,549
|
New
|
|
|
20
|
Level Four Advisory Services
Dallas,
Texas
|
$8.45M
|
-$5M
|
-44,114
|
-38%
|
|
|
21
|
|
$7.42M
|
+$79.6K
|
+702
|
+1%
|
|
|
22
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$6.56M
|
+$410K
|
+3,617
|
+7%
|
|
|
23
|
American Money Management
Rancho Santa Fe,
California
|
$6.51M
|
+$304K
|
+2,680
|
+5%
|
|
|
24
|
Royal Fund Management
Lady Lake,
Florida
|
$6.26M
|
-$589K
|
-5,195
|
-9%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.49M
|
-$59.4K
|
-524
|
-1%
|
|
