|
1
|
Colony Group
Boston,
Massachusetts
|
$159M
|
+$7.9M
|
+66,964
|
+5%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$104M
|
-$499K
|
-4,227
|
-0.5%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$57.4M
|
+$209K
|
+1,773
|
+0.4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$53.7M
|
-$10.2M
|
-86,011
|
-16%
|
|
|
5
|
Eagle Strategies
New York
|
$35.9M
|
-$1.27M
|
-10,783
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.7M
|
+$20.8K
|
+176
|
+0.1%
|
|
|
7
|
Stadion Money Management
Watkinsville,
Georgia
|
$29.5M
|
-$106K
|
-900
|
-0.4%
|
|
|
8
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$23.8M
|
-$19.5K
|
-165
|
-0.1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$22.2M
|
-$4.87M
|
-41,247
|
-19%
|
|
|
10
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$16.5M
|
+$210K
|
+1,781
|
+1%
|
|
|
11
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15.5M
|
-$201K
|
-1,701
|
-1%
|
|
|
12
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$14.5M
|
+$39.9K
|
+338
|
+0.3%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.6M
|
-$620K
|
-5,255
|
-5%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
+$255K
|
+2,161
|
+2%
|
|
|
15
|
Goodman Advisory Group
Needham,
Massachusetts
|
$11.5M
|
-$3.62M
|
-30,656
|
-25%
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$9.58M
|
-$3.09M
|
-26,214
|
-25%
|
|
|
17
|
|
$9.37M
|
-$2.04M
|
-17,250
|
-18%
|
|
|
18
|
Continuum Advisory
Eagle,
Idaho
|
$8.99M
|
-$652K
|
-5,520
|
-7%
|
|
|
19
|
Hobart Private Capital
Charlotte,
North Carolina
|
$8.76M
|
-$269K
|
-2,280
|
-3%
|
|
|
20
|
|
$8.03M
|
+$158K
|
+1,336
|
+2%
|
|
|
21
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.71M
|
+$7.41M
|
+62,733
|
New
|
|
|
22
|
American Money Management
Rancho Santa Fe,
California
|
$7.02M
|
+$106K
|
+896
|
+2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.39M
|
+$1.04M
|
+8,803
|
+20%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.23M
|
+$396K
|
+3,356
|
+7%
|
|
|
25
|
Royal Fund Management
Lady Lake,
Florida
|
$6.17M
|
-$451K
|
-3,819
|
-7%
|
|
