|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$389M
|
+$4.97M
|
+27,256
|
+1%
|
|
|
2
|
SFMG Wealth Advisors
Plano,
Texas
|
$105M
|
+$3.48M
|
+19,124
|
+4%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$95.7M
|
-$4.73M
|
-25,949
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$69.9M
|
+$3.84M
|
+21,052
|
+6%
|
|
|
5
|
Perennial Investment Advisors
Los Angeles,
California
|
$56.2M
|
-$3.06M
|
-16,794
|
-5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.6M
|
-$1.19M
|
-6,548
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$38.4M
|
-$2.75M
|
-15,096
|
-7%
|
|
|
8
|
Howard Capital Management
Roswell,
Georgia
|
$37.7M
|
+$36.8M
|
+201,781
|
New
|
|
|
9
|
BIP Wealth
Atlanta,
Georgia
|
$32.3M
|
+$12.1M
|
+66,660
|
+63%
|
|
|
10
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$31.1M
|
-$333K
|
-1,826
|
-1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$30.1M
|
-$7.8M
|
-42,827
|
-21%
|
|
|
12
|
|
$23M
|
-$390K
|
-2,142
|
-2%
|
|
|
13
|
McKinney Capital Management
Houston,
Texas
|
$19.4M
|
+$18.9M
|
+103,585
|
New
|
|
|
14
|
Marotta Asset Management
Charlottesville,
Virginia
|
$15.9M
|
+$3.31M
|
+18,162
|
+27%
|
|
|
15
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$14.3M
|
+$454K
|
+2,491
|
+3%
|
|
|
16
|
Continuum Advisory
Eagle,
Idaho
|
$14M
|
+$289K
|
+1,589
|
+2%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$13.8M
|
-$1.97M
|
-10,839
|
-13%
|
|
|
18
|
American Money Management
Rancho Santa Fe,
California
|
$13.5M
|
+$428K
|
+2,352
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
-$141K
|
-776
|
-1%
|
|
|
20
|
Vaquero Private Wealth
Dallas,
Texas
|
$11.8M
|
+$11.5M
|
+62,881
|
New
|
|
|
21
|
Goodman Advisory Group
Needham,
Massachusetts
|
$11.2M
|
+$772K
|
+4,240
|
+8%
|
|
|
22
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$10.8M
|
+$10.5M
|
+57,890
|
New
|
|
|
23
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$10.7M
|
+$2.7M
|
+14,832
|
+35%
|
|
|
24
|
Eagle Strategies
New York
|
$10.7M
|
-$183K
|
-1,004
|
-2%
|
|
|
25
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$9.97M
|
-$632K
|
-3,468
|
-6%
|
|
