|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$291M
|
+$15.1M
|
+94,556
|
+5%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$94.2M
|
-$11.2M
|
-70,164
|
-10%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$79.7M
|
+$982K
|
+6,162
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.4M
|
-$5.26M
|
-32,978
|
-8%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$51M
|
-$1.08M
|
-6,775
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$41.8M
|
-$600K
|
-3,763
|
-1%
|
|
|
7
|
|
$37.9M
|
+$424K
|
+2,659
|
+1%
|
|
|
8
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$37.3M
|
+$38.4M
|
+240,752
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$31.6M
|
+$2.65M
|
+16,647
|
+9%
|
|
|
10
|
Perennial Investment Advisors
Los Angeles,
California
|
$31.6M
|
+$3.3M
|
+20,729
|
+11%
|
|
|
11
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$29.6M
|
–
|
–
|
–
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$26.5M
|
+$6.78M
|
+42,532
|
+33%
|
|
|
13
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$26.5M
|
+$2.45M
|
+15,378
|
+10%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$22.9M
|
+$23.6M
|
+147,756
|
New
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.8M
|
+$583K
|
+3,660
|
+3%
|
|
|
16
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15.1M
|
-$469K
|
-2,940
|
-3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.2M
|
-$1.49M
|
-9,363
|
-9%
|
|
|
18
|
Strategic Blueprint
Atlanta,
Georgia
|
$13.9M
|
+$1.76M
|
+11,070
|
+14%
|
|
|
19
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$13.7M
|
-$1.93M
|
-12,098
|
-12%
|
|
|
20
|
Continuum Advisory
Eagle,
Idaho
|
$11.8M
|
+$155K
|
+974
|
+1%
|
|
|
21
|
Goodman Advisory Group
Needham,
Massachusetts
|
$9.89M
|
-$337K
|
-2,113
|
-3%
|
|
|
22
|
American Money Management
Rancho Santa Fe,
California
|
$9.76M
|
+$201K
|
+1,263
|
+2%
|
|
|
23
|
Eagle Strategies
New York
|
$9.63M
|
-$550K
|
-3,449
|
-5%
|
|
|
24
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$9.15M
|
+$9.42M
|
+59,094
|
New
|
|
|
25
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.46M
|
-$576K
|
-3,612
|
-6%
|
|
