|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$353M
|
-$4.89M
|
-28,389
|
-1%
|
|
|
2
|
Tolleson Wealth Management
Dallas,
Texas
|
$94.8M
|
-$2.21M
|
-12,805
|
-2%
|
|
|
3
|
SFMG Wealth Advisors
Plano,
Texas
|
$91.8M
|
+$529K
|
+3,069
|
+0.6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$67.8M
|
-$956K
|
-5,548
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$58M
|
+$4.03M
|
+23,402
|
+8%
|
|
|
6
|
Perennial Investment Advisors
Los Angeles,
California
|
$52M
|
+$5.92M
|
+34,342
|
+13%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$50.6M
|
-$1.02M
|
-5,915
|
-2%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$34.6M
|
+$3.23M
|
+18,736
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.3M
|
-$4.48M
|
-25,999
|
-12%
|
|
|
10
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$31.1M
|
+$699K
|
+4,057
|
+2%
|
|
|
11
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$29.6M
|
-$138K
|
-802
|
-0.5%
|
|
|
12
|
|
$28.7M
|
-$13.9M
|
-80,867
|
-33%
|
|
|
13
|
Howard Capital Management
Roswell,
Georgia
|
$20.9M
|
+$9.5M
|
+55,112
|
+85%
|
|
|
14
|
BIP Wealth
Atlanta,
Georgia
|
$18.9M
|
+$18.7M
|
+108,545
|
New
|
|
|
15
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$14.8M
|
-$657K
|
-3,809
|
-4%
|
|
|
16
|
Presper Financial Architects
Akron,
Ohio
|
$13.9M
|
+$326K
|
+1,889
|
+2%
|
|
|
17
|
Continuum Advisory
Eagle,
Idaho
|
$12.6M
|
-$1.24M
|
-7,166
|
-9%
|
|
|
18
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$12.3M
|
+$149K
|
+863
|
+1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.9M
|
-$1.38K
|
-8
|
-0%
|
|
|
20
|
American Money Management
Rancho Santa Fe,
California
|
$11.8M
|
+$306K
|
+1,774
|
+3%
|
|
|
21
|
Eagle Strategies
New York
|
$10.6M
|
-$269K
|
-1,561
|
-3%
|
|
|
22
|
Marotta Asset Management
Charlottesville,
Virginia
|
$10M
|
+$572K
|
+3,320
|
+6%
|
|
|
23
|
Goodman Advisory Group
Needham,
Massachusetts
|
$9.81M
|
+$593K
|
+3,437
|
+7%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.82M
|
-$108K
|
-626
|
-1%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.11M
|
-$945K
|
-5,479
|
-11%
|
|
