|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$229M
|
-$930K
|
-39,949
|
-0.4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$187M
|
+$85.2M
|
+3,661,556
|
+72%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$143M
|
+$156M
|
+6,689,882
|
New
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$118M
|
-$5.77M
|
-248,060
|
-4%
|
|
|
5
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$96.4M
|
-$477K
|
-20,510
|
-0.5%
|
|
|
6
|
Comerica Bank
Dallas,
Texas
|
$95.7M
|
+$104M
|
+4,459,661
|
New
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$90.8M
|
-$979K
|
-42,056
|
-1%
|
|
|
8
|
Cobblestone Capital Advisors
Rochester,
New York
|
$83.4M
|
+$56.6M
|
+2,432,334
|
+167%
|
|
|
9
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$81.8M
|
+$853K
|
+36,666
|
+1%
|
|
|
10
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$75.7M
|
+$82.1M
|
+3,529,524
|
New
|
|
|
11
|
Pathstone Family Office
Englewood,
New Jersey
|
$74.2M
|
+$80.5M
|
+3,460,856
|
New
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$69.4M
|
+$3.33M
|
+143,186
|
+5%
|
|
|
13
|
Alerus Financial
Grand Forks,
North Dakota
|
$61.4M
|
-$18.1M
|
-777,221
|
-21%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$60.2M
|
+$5.86M
|
+251,894
|
+10%
|
|
|
15
|
Triune Financial Partners
Overland Park,
Kansas
|
$53.1M
|
+$2.49M
|
+106,994
|
+5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$50.6M
|
+$4.14M
|
+177,781
|
+8%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$47M
|
+$14.6M
|
+627,029
|
+40%
|
|
|
18
|
Greenspring Advisors
Towson,
Maryland
|
$46M
|
+$1.56M
|
+66,908
|
+3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$43.5M
|
-$650K
|
-27,917
|
-1%
|
|
|
20
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$40.2M
|
+$1.51M
|
+64,838
|
+4%
|
|
|
21
|
Morton Capital Management
Calabasas,
California
|
$38.9M
|
+$2.44M
|
+104,851
|
+6%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$38.2M
|
-$950K
|
-40,816
|
-2%
|
|
|
23
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$37M
|
+$297K
|
+12,766
|
+0.7%
|
|
|
24
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$32.7M
|
-$7.26M
|
-312,167
|
-17%
|
|
|
25
|
Cardiff Park Advisors
Carlsbad,
California
|
$31.8M
|
+$2.71M
|
+116,281
|
+9%
|
|
