|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.89億
|
+$497万
|
+27,256
|
+1%
|
|
|
2
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.05億
|
+$348万
|
+19,124
|
+4%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$9566万
|
-$473万
|
-25,949
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6986万
|
+$384万
|
+21,052
|
+6%
|
|
|
5
|
Perennial Investment Advisors
Los Angeles,
California
|
$5624万
|
-$306万
|
-16,794
|
-5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3865万
|
-$119万
|
-6,548
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3838万
|
-$275万
|
-15,096
|
-7%
|
|
|
8
|
Howard Capital Management
Roswell,
Georgia
|
$3771万
|
+$3676万
|
+201,781
|
新規
|
|
|
9
|
BIP Wealth
Atlanta,
Georgia
|
$3229万
|
+$1214万
|
+66,660
|
+63%
|
|
|
10
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$3106万
|
-$33.3万
|
-1,826
|
-1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$3010万
|
-$780万
|
-42,827
|
-21%
|
|
|
12
|
|
$2297万
|
-$39万
|
-2,142
|
-2%
|
|
|
13
|
McKinney Capital Management
Houston,
Texas
|
$1936万
|
+$1887万
|
+103,585
|
新規
|
|
|
14
|
Marotta Asset Management
Charlottesville,
Virginia
|
$1591万
|
+$331万
|
+18,162
|
+27%
|
|
|
15
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$1429万
|
+$45.4万
|
+2,491
|
+3%
|
|
|
16
|
Continuum Advisory
Eagle,
Idaho
|
$1403万
|
+$28.9万
|
+1,589
|
+2%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1376万
|
-$197万
|
-10,839
|
-13%
|
|
|
18
|
American Money Management
Rancho Santa Fe,
California
|
$1348万
|
+$42.8万
|
+2,352
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1244万
|
-$14.1万
|
-776
|
-1%
|
|
|
20
|
Vaquero Private Wealth
Dallas,
Texas
|
$1175万
|
+$1146万
|
+62,881
|
新規
|
|
|
21
|
Goodman Advisory Group
Needham,
Massachusetts
|
$1121万
|
+$77.2万
|
+4,240
|
+8%
|
|
|
22
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1082万
|
+$1055万
|
+57,890
|
新規
|
|
|
23
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$1069万
|
+$270万
|
+14,832
|
+35%
|
|
|
24
|
Eagle Strategies
New York
|
$1066万
|
-$18.3万
|
-1,004
|
-2%
|
|
|
25
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$997万
|
-$63.2万
|
-3,468
|
-6%
|
|
