|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$208M
|
+$197M
|
+1,576,382
|
New
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$104M
|
-$5.42M
|
-43,364
|
-5%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$65.6M
|
+$772K
|
+6,171
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$63.6M
|
+$2.46M
|
+19,676
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.8M
|
+$5.21M
|
+41,625
|
+12%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$26.5M
|
-$3.96M
|
-31,685
|
-14%
|
|
|
7
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$25.3M
|
-$65.7K
|
-525
|
-0.3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$23.7M
|
-$3.54M
|
-28,285
|
-14%
|
|
|
9
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$20.1M
|
+$1.9M
|
+15,151
|
+11%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
+$3.33M
|
+26,658
|
+26%
|
|
|
11
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15.2M
|
-$997K
|
-7,969
|
-6%
|
|
|
12
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$14.7M
|
-$649K
|
-5,190
|
-4%
|
|
|
13
|
|
$14.6M
|
+$5.35M
|
+42,745
|
+63%
|
|
|
14
|
Perennial Investment Advisors
Los Angeles,
California
|
$14M
|
+$6.72M
|
+53,691
|
+102%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.3M
|
-$661K
|
-5,284
|
-5%
|
|
|
16
|
|
$11.9M
|
+$1.59M
|
+12,718
|
+16%
|
|
|
17
|
Eagle Strategies
New York
|
$10.2M
|
-$26.1M
|
-209,013
|
-73%
|
|
|
18
|
Continuum Advisory
Eagle,
Idaho
|
$10.2M
|
+$5.88K
|
+47
|
+0.1%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$10M
|
+$9.27M
|
+74,128
|
+4,402%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.95M
|
+$3.08M
|
+24,596
|
+49%
|
|
|
21
|
Goodman Advisory Group
Needham,
Massachusetts
|
$9.58M
|
-$532K
|
-4,253
|
-6%
|
|
|
22
|
Strategic Blueprint
Atlanta,
Georgia
|
$9.36M
|
+$436K
|
+3,488
|
+5%
|
|
|
23
|
American Money Management
Rancho Santa Fe,
California
|
$8.07M
|
+$171K
|
+1,365
|
+2%
|
|
|
24
|
Marotta Asset Management
Charlottesville,
Virginia
|
$7.98M
|
-$137K
|
-1,095
|
-2%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$6.01M
|
-$2.63M
|
-21,045
|
-32%
|
|
