|
1
|
Colony Group
Boston,
Massachusetts
|
$174M
|
+$18.5M
|
+149,414
|
+12%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$100M
|
-$2.67M
|
-21,510
|
-3%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$59.2M
|
+$2.94M
|
+23,657
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$55.7M
|
+$3.15M
|
+25,402
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.3M
|
+$10.5M
|
+84,854
|
+32%
|
|
|
6
|
Eagle Strategies
New York
|
$34.6M
|
-$637K
|
-5,134
|
-2%
|
|
|
7
|
Stadion Money Management
Watkinsville,
Georgia
|
$28M
|
-$968K
|
-7,798
|
-3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$25M
|
+$3.34M
|
+26,880
|
+15%
|
|
|
9
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$23.2M
|
-$171K
|
-1,376
|
-0.7%
|
|
|
10
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$16.6M
|
+$355K
|
+2,857
|
+2%
|
|
|
11
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$14.9M
|
-$355K
|
-2,861
|
-2%
|
|
|
12
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$14.1M
|
-$135K
|
-1,085
|
-0.9%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.8M
|
-$588K
|
-4,737
|
-4%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
+$973K
|
+7,841
|
+8%
|
|
|
15
|
Continuum Advisory
Eagle,
Idaho
|
$9.32M
|
+$511K
|
+4,115
|
+6%
|
|
|
16
|
|
$9.31M
|
+$121K
|
+978
|
+1%
|
|
|
17
|
Goodman Advisory Group
Needham,
Massachusetts
|
$9.27M
|
-$2.08M
|
-16,762
|
-18%
|
|
|
18
|
|
$8.14M
|
+$265K
|
+2,139
|
+3%
|
|
|
19
|
Strategic Blueprint
Atlanta,
Georgia
|
$8.13M
|
-$1.31M
|
-10,576
|
-14%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$8.03M
|
+$4.24M
|
+34,201
|
+106%
|
|
|
21
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.42M
|
-$154K
|
-1,240
|
-2%
|
|
|
22
|
American Money Management
Rancho Santa Fe,
California
|
$7.21M
|
+$331K
|
+2,665
|
+5%
|
|
|
23
|
Perennial Investment Advisors
Los Angeles,
California
|
$6.35M
|
+$5.06M
|
+40,775
|
+345%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.26M
|
+$146K
|
+1,179
|
+2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.12M
|
-$159K
|
-1,280
|
-2%
|
|
