|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$353M
|
+$4.21M
|
+23,841
|
+1%
|
|
|
2
|
SFMG Wealth Advisors
Plano,
Texas
|
$93M
|
+$2.57M
|
+14,543
|
+3%
|
|
|
3
|
Tolleson Wealth Management
Dallas,
Texas
|
$92.3M
|
-$1.15M
|
-6,520
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$60.6M
|
+$3.49M
|
+19,748
|
+6%
|
|
|
5
|
Perennial Investment Advisors
Los Angeles,
California
|
$54.5M
|
+$3.43M
|
+19,422
|
+7%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$46M
|
-$3.91M
|
-22,181
|
-8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$37.8M
|
-$29.8M
|
-168,610
|
-43%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.6M
|
+$2.92M
|
+16,560
|
+8%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$35M
|
+$974K
|
+5,518
|
+3%
|
|
|
10
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$28.8M
|
-$313K
|
-1,776
|
-1%
|
|
|
11
|
|
$21.5M
|
-$7.02M
|
-39,756
|
-24%
|
|
|
12
|
BIP Wealth
Atlanta,
Georgia
|
$18.2M
|
-$426K
|
-2,413
|
-2%
|
|
|
13
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$14.5M
|
-$108K
|
-614
|
-0.7%
|
|
|
14
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$12.7M
|
+$553K
|
+3,133
|
+4%
|
|
|
15
|
Continuum Advisory
Eagle,
Idaho
|
$12.6M
|
+$210K
|
+1,192
|
+2%
|
|
|
16
|
American Money Management
Rancho Santa Fe,
California
|
$12M
|
+$377K
|
+2,138
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.6M
|
-$177K
|
-1,005
|
-1%
|
|
|
18
|
Marotta Asset Management
Charlottesville,
Virginia
|
$11.5M
|
+$1.63M
|
+9,232
|
+16%
|
|
|
19
|
Eagle Strategies
New York
|
$9.96M
|
-$452K
|
-2,562
|
-4%
|
|
|
20
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$9.76M
|
-$21.5M
|
-121,710
|
-68%
|
|
|
21
|
Goodman Advisory Group
Needham,
Massachusetts
|
$9.57M
|
-$100K
|
-569
|
-1%
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.52M
|
+$7.73M
|
+43,811
|
New
|
|
|
23
|
Hughes Financial Services
Herndon,
Virginia
|
$7.48M
|
-$57.7K
|
-327
|
-0.7%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$7.43M
|
+$1.3M
|
+7,341
|
+20%
|
|
|
25
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$7.27M
|
+$589K
|
+3,339
|
+9%
|
|
