|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$353M
|
+$12.3M
|
+74,333
|
+4%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$95.4M
|
-$1.87M
|
-11,268
|
-2%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$89.7M
|
+$758K
|
+4,566
|
+0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$67.6M
|
-$26.4K
|
-159
|
-0%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$53M
|
+$4.37M
|
+26,368
|
+9%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$50.7M
|
-$19M
|
-114,666
|
-28%
|
|
|
7
|
Perennial Investment Advisors
Los Angeles,
California
|
$45.2M
|
+$3.29M
|
+19,827
|
+8%
|
|
|
8
|
|
$42.1M
|
-$1.38M
|
-8,317
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.1M
|
-$25.5M
|
-153,407
|
-41%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$30.8M
|
-$99.4K
|
-599
|
-0.3%
|
|
|
11
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$29.9M
|
+$583K
|
+3,511
|
+2%
|
|
|
12
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$29.2M
|
-$2.73M
|
-16,474
|
-9%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$18.4M
|
+$1.88M
|
+11,305
|
+12%
|
|
|
14
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15.2M
|
+$14.8M
|
+88,904
|
New
|
|
|
15
|
Continuum Advisory
Eagle,
Idaho
|
$13.6M
|
+$242K
|
+1,459
|
+2%
|
|
|
16
|
Presper Financial Architects
Akron,
Ohio
|
$13.3M
|
-$16.8M
|
-101,080
|
-57%
|
|
|
17
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$12M
|
+$706K
|
+4,253
|
+6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.7M
|
-$4.01M
|
-24,187
|
-26%
|
|
|
19
|
American Money Management
Rancho Santa Fe,
California
|
$11.3M
|
-$8.46K
|
-51
|
-0.1%
|
|
|
20
|
Howard Capital Management
Roswell,
Georgia
|
$11.1M
|
+$3.74M
|
+22,548
|
+53%
|
|
|
21
|
Eagle Strategies
New York
|
$10.6M
|
-$84K
|
-506
|
-0.8%
|
|
|
22
|
Two Sigma Investments
New York
|
$9.33M
|
+$5.62M
|
+33,900
|
+165%
|
|
|
23
|
Marotta Asset Management
Charlottesville,
Virginia
|
$9.31M
|
+$60.1K
|
+362
|
+0.7%
|
|
|
24
|
Goodman Advisory Group
Needham,
Massachusetts
|
$9.05M
|
+$938K
|
+5,652
|
+12%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.9M
|
-$2.96M
|
-17,841
|
-26%
|
|
