|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$301M
|
+$5.81M
|
+36,618
|
+2%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$91.6M
|
-$3.74M
|
-23,547
|
-4%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$81.1M
|
+$427K
|
+2,687
|
+0.5%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$63.5M
|
+$12M
|
+75,842
|
+23%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.1M
|
-$7.19M
|
-45,306
|
-12%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$45.6M
|
+$3.38M
|
+21,278
|
+8%
|
|
|
7
|
|
$38.9M
|
+$509K
|
+3,205
|
+1%
|
|
|
8
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$37.7M
|
-$10K
|
-63
|
-0%
|
|
|
9
|
Perennial Investment Advisors
Los Angeles,
California
|
$34M
|
+$2.12M
|
+13,370
|
+7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$31.8M
|
-$250K
|
-1,578
|
-0.8%
|
|
|
11
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$30M
|
-$34.6K
|
-218
|
-0.1%
|
|
|
12
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$28.1M
|
+$1.27M
|
+7,998
|
+5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$26.4M
|
-$415K
|
-2,613
|
-2%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.7M
|
+$636K
|
+4,007
|
+3%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$16.7M
|
-$6.58M
|
-41,436
|
-28%
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$16M
|
+$2.02M
|
+12,757
|
+14%
|
|
|
17
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15.2M
|
-$134K
|
-844
|
-0.9%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.1M
|
-$1.28M
|
-8,069
|
-9%
|
|
|
19
|
Continuum Advisory
Eagle,
Idaho
|
$12.1M
|
+$204K
|
+1,287
|
+2%
|
|
|
20
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$10.9M
|
-$3.03M
|
-19,120
|
-22%
|
|
|
21
|
American Money Management
Rancho Santa Fe,
California
|
$10.2M
|
+$355K
|
+2,239
|
+4%
|
|
|
22
|
Goodman Advisory Group
Needham,
Massachusetts
|
$10M
|
+$44.4K
|
+280
|
+0.4%
|
|
|
23
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$9.76M
|
+$509K
|
+3,206
|
+5%
|
|
|
24
|
Eagle Strategies
New York
|
$9.67M
|
-$68.9K
|
-434
|
-0.7%
|
|
|
25
|
Marotta Asset Management
Charlottesville,
Virginia
|
$9.19M
|
+$573K
|
+3,612
|
+7%
|
|
