|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$264M
|
+$10.8M
|
+74,981
|
+4%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$107M
|
-$5.23M
|
-36,319
|
-5%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$73.4M
|
-$550K
|
-3,821
|
-0.8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.6M
|
-$4.87M
|
-33,838
|
-9%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$46.8M
|
-$120K
|
-833
|
-0.3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$40.5M
|
-$203K
|
-1,408
|
-0.5%
|
|
|
7
|
|
$37.7M
|
+$1.74M
|
+12,108
|
+5%
|
|
|
8
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$31.9M
|
+$1.72M
|
+11,969
|
+6%
|
|
|
9
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$28.2M
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
+$2.59M
|
+17,980
|
+11%
|
|
|
11
|
Perennial Investment Advisors
Los Angeles,
California
|
$25.5M
|
+$1.75M
|
+12,140
|
+8%
|
|
|
12
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$22.3M
|
-$260K
|
-1,806
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$19.7M
|
-$276K
|
-1,918
|
-1%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18M
|
+$17.2M
|
+119,741
|
+4,769%
|
|
|
15
|
|
$17M
|
+$849K
|
+5,899
|
+5%
|
|
|
16
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$15.4M
|
-$391K
|
-2,714
|
-3%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15.2M
|
-$880K
|
-6,114
|
-6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.8M
|
+$2.45M
|
+16,989
|
+22%
|
|
|
19
|
Continuum Advisory
Eagle,
Idaho
|
$11.2M
|
-$108K
|
-747
|
-1%
|
|
|
20
|
Strategic Blueprint
Atlanta,
Georgia
|
$11.1M
|
+$188K
|
+1,308
|
+2%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.6M
|
-$54.4K
|
-378
|
-0.5%
|
|
|
22
|
Goodman Advisory Group
Needham,
Massachusetts
|
$9.86M
|
-$501K
|
-3,482
|
-5%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.48M
|
-$4.88M
|
-33,896
|
-35%
|
|
|
24
|
Eagle Strategies
New York
|
$9.4M
|
+$9.18M
|
+63,746
|
New
|
|
|
25
|
American Money Management
Rancho Santa Fe,
California
|
$8.61M
|
+$67K
|
+465
|
+0.8%
|
|
