|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$249M
|
+$18.9M
|
+136,683
|
+9%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$111M
|
-$3.28M
|
-23,729
|
-3%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$73.1M
|
+$737K
|
+5,326
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.9M
|
-$236K
|
-1,703
|
-0.4%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$46.3M
|
+$40.6M
|
+293,502
|
+1,200%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$40.2M
|
-$28.5M
|
-205,761
|
-43%
|
|
|
7
|
|
$35.5M
|
+$21.3M
|
+154,012
|
+171%
|
|
|
8
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$29.8M
|
+$28.3M
|
+204,465
|
New
|
|
|
9
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$27.9M
|
-$7.61K
|
-55
|
-0%
|
|
|
10
|
Stadion Money Management
Watkinsville,
Georgia
|
$27.6M
|
-$1.52M
|
-10,998
|
-5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$24.4M
|
+$5.25M
|
+37,923
|
+29%
|
|
|
12
|
Perennial Investment Advisors
Los Angeles,
California
|
$23.5M
|
+$7.6M
|
+54,874
|
+52%
|
|
|
13
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$22.3M
|
+$81.1K
|
+586
|
+0.4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$19.7M
|
-$6.1M
|
-44,080
|
-25%
|
|
|
15
|
|
$15.9M
|
-$119K
|
-860
|
-0.8%
|
|
|
16
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15.9M
|
-$873K
|
-6,303
|
-5%
|
|
|
17
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$15.6M
|
-$611K
|
-4,410
|
-4%
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.3M
|
-$383K
|
-2,769
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
+$136K
|
+983
|
+1%
|
|
|
20
|
Continuum Advisory
Eagle,
Idaho
|
$11M
|
-$112K
|
-810
|
-1%
|
|
|
21
|
Strategic Blueprint
Atlanta,
Georgia
|
$10.8M
|
+$451K
|
+3,257
|
+5%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
-$511K
|
-3,691
|
-5%
|
|
|
23
|
Goodman Advisory Group
Needham,
Massachusetts
|
$10.3M
|
-$297K
|
-2,147
|
-3%
|
|
|
24
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.71M
|
-$85.1K
|
-615
|
-1%
|
|
|
25
|
American Money Management
Rancho Santa Fe,
California
|
$8.44M
|
-$440K
|
-3,180
|
-5%
|
|
