|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$267M
|
-$3.18M
|
-125,582
|
-1%
|
|
|
2
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$143M
|
-$1.81M
|
-71,504
|
-1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$127M
|
-$1.72M
|
-67,963
|
-1%
|
|
|
4
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$113M
|
+$9.71M
|
+383,535
|
+9%
|
|
|
5
|
Plancorp LLC
Saint Louis,
Missouri
|
$107M
|
-$124K
|
-4,894
|
-0.1%
|
|
|
6
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$94.3M
|
+$8.22M
|
+324,398
|
+9%
|
|
|
7
|
Alerus Financial
Grand Forks,
North Dakota
|
$90.9M
|
+$1.46M
|
+57,775
|
+2%
|
|
|
8
|
Eaton Vance Management
Boston,
Massachusetts
|
$85.7M
|
+$2.82M
|
+111,302
|
+3%
|
|
|
9
|
Evanson Asset Management
Carmel,
California
|
$77.2M
|
-$990K
|
-39,083
|
-1%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$63.7M
|
+$10.7M
|
+423,751
|
+20%
|
|
|
11
|
Triune Financial Partners
Overland Park,
Kansas
|
$59.1M
|
+$953K
|
+37,611
|
+2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$54.5M
|
+$18.1M
|
+714,174
|
+49%
|
|
|
13
|
Greenspring Advisors
Towson,
Maryland
|
$51.9M
|
+$619K
|
+24,461
|
+1%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$51.3M
|
+$2.91M
|
+115,059
|
+6%
|
|
|
15
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$45.9M
|
-$6.14M
|
-242,341
|
-12%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$45.5M
|
-$1.15M
|
-45,498
|
-2%
|
|
|
17
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$45.2M
|
+$288K
|
+11,356
|
+0.6%
|
|
|
18
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$42.8M
|
-$30.2K
|
-1,194
|
-0.1%
|
|
|
19
|
Morton Capital Management
Calabasas,
California
|
$42.6M
|
+$1.13M
|
+44,762
|
+3%
|
|
|
20
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$41.5M
|
+$8.27M
|
+326,616
|
+24%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$39M
|
+$2.63M
|
+103,780
|
+7%
|
|
|
22
|
Cobblestone Capital Advisors
Rochester,
New York
|
$36.4M
|
+$9.22M
|
+364,235
|
+33%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.3M
|
+$2.15M
|
+85,070
|
+6%
|
|
|
24
|
Cardiff Park Advisors
Carlsbad,
California
|
$34.1M
|
-$1.18M
|
-46,694
|
-3%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$34M
|
-$1.05M
|
-41,403
|
-3%
|
|
