|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$283M
|
+$2.22M
|
+84,969
|
+0.8%
|
|
|
2
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$152M
|
-$1.23M
|
-47,203
|
-0.8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$140M
|
+$29.3M
|
+1,121,706
|
+26%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$134M
|
+$716K
|
+27,402
|
+0.5%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$112M
|
-$985K
|
-37,697
|
-0.9%
|
|
|
6
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$108M
|
+$108M
|
+4,132,499
|
New
|
|
|
7
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$94.5M
|
+$94.5M
|
+3,619,808
|
New
|
|
|
8
|
Alerus Financial
Grand Forks,
North Dakota
|
$93.6M
|
+$9.54M
|
+365,382
|
+11%
|
|
|
9
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$90.2M
|
-$518K
|
-19,839
|
-0.6%
|
|
|
10
|
Eaton Vance Management
Boston,
Massachusetts
|
$86.8M
|
+$86.8M
|
+3,323,255
|
New
|
|
|
11
|
Evanson Asset Management
Carmel,
California
|
$81.8M
|
-$11.6M
|
-443,225
|
-12%
|
|
|
12
|
Triune Financial Partners
Overland Park,
Kansas
|
$60.9M
|
+$60.9M
|
+2,331,850
|
New
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$55.6M
|
+$3.88M
|
+148,484
|
+7%
|
|
|
14
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$54.3M
|
+$2.83M
|
+108,392
|
+5%
|
|
|
15
|
Greenspring Advisors
Towson,
Maryland
|
$53.6M
|
+$53.6M
|
+2,053,758
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$50.6M
|
-$212K
|
-8,117
|
-0.4%
|
|
|
17
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$48.8M
|
+$247K
|
+9,454
|
+0.5%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$47M
|
+$47M
|
+1,800,140
|
New
|
|
|
19
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$44.8M
|
+$44.8M
|
+1,716,347
|
New
|
|
|
20
|
Morton Capital Management
Calabasas,
California
|
$43.5M
|
+$43.5M
|
+1,664,211
|
New
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.3M
|
+$14.2M
|
+543,649
|
+59%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$38.1M
|
+$11.9M
|
+456,722
|
+46%
|
|
|
23
|
Cardiff Park Advisors
Carlsbad,
California
|
$36.9M
|
+$36.9M
|
+1,412,526
|
New
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$36.6M
|
+$319K
|
+12,205
|
+0.9%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.8M
|
+$3.94M
|
+150,796
|
+12%
|
|
