|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$383M
|
-$326K
|
-8,885
|
-0.1%
|
|
|
2
|
Alerus Financial
Grand Forks,
North Dakota
|
$308M
|
-$1.75M
|
-47,697
|
-0.6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$303M
|
-$13.3M
|
-362,680
|
-4%
|
|
|
4
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$287M
|
+$11.9M
|
+325,167
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$247M
|
+$3.28M
|
+89,201
|
+1%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$243M
|
-$24.4M
|
-664,483
|
-9%
|
|
|
7
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$239M
|
+$11.9M
|
+324,177
|
+5%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$192M
|
+$508K
|
+13,825
|
+0.3%
|
|
|
9
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$186M
|
+$6.14M
|
+167,227
|
+3%
|
|
|
10
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$177M
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$164M
|
+$4.64M
|
+126,418
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$142M
|
+$3.44M
|
+93,733
|
+2%
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$142M
|
-$1.41M
|
-38,502
|
-1%
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$138M
|
+$227K
|
+6,179
|
+0.2%
|
|
|
15
|
Triune Financial Partners
Overland Park,
Kansas
|
$136M
|
+$2.31M
|
+62,741
|
+2%
|
|
|
16
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$129M
|
-$8.78M
|
-238,875
|
-6%
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$121M
|
-$7.99M
|
-217,544
|
-6%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$118M
|
+$27.7M
|
+754,550
|
+31%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$104M
|
-$2.24M
|
-60,890
|
-2%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$103M
|
+$266K
|
+7,241
|
+0.3%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$99.6M
|
+$6.8M
|
+185,117
|
+7%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$96.8M
|
+$4.77M
|
+129,907
|
+5%
|
|
|
23
|
Morton Capital Management
Calabasas,
California
|
$90.8M
|
+$2.7M
|
+73,607
|
+3%
|
|
|
24
|
Pathstone Holdings
Englewood,
New Jersey
|
$90.7M
|
-$2.89M
|
-78,529
|
-3%
|
|
|
25
|
Creative Capital Management Investments
San Diego,
California
|
$89.7M
|
+$10.4M
|
+283,793
|
+13%
|
|
