|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$207M
|
+$47.4M
|
+2,233,292
|
+26%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$200M
|
-$2.26M
|
-106,255
|
-1%
|
|
|
3
|
Pathstone Family Office
Englewood,
New Jersey
|
$131M
|
+$74.2M
|
+3,495,432
|
+101%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$131M
|
+$4.7M
|
+221,473
|
+3%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$99.6M
|
-$4.79M
|
-225,396
|
-4%
|
|
|
6
|
Comerica Bank
Dallas,
Texas
|
$88.6M
|
+$2.38M
|
+112,010
|
+3%
|
|
|
7
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$86.5M
|
+$22.2M
|
+1,047,737
|
+30%
|
|
|
8
|
Plancorp LLC
Saint Louis,
Missouri
|
$79.6M
|
-$459K
|
-21,610
|
-0.5%
|
|
|
9
|
Alerus Financial
Grand Forks,
North Dakota
|
$73M
|
+$21.2M
|
+999,470
|
+35%
|
|
|
10
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$72.6M
|
+$573K
|
+26,974
|
+0.7%
|
|
|
11
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$69.2M
|
-$17.6M
|
-830,185
|
-18%
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$66.7M
|
+$35.2M
|
+1,655,669
|
+88%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$59.6M
|
-$1.78M
|
-84,013
|
-3%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$55.4M
|
+$2.65M
|
+124,910
|
+4%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$51.6M
|
+$7.87M
|
+370,484
|
+16%
|
|
|
16
|
Triune Financial Partners
Overland Park,
Kansas
|
$49.6M
|
+$3.19M
|
+150,034
|
+6%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$48.4M
|
+$7.84M
|
+369,219
|
+17%
|
|
|
18
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$48.2M
|
+$21.8M
|
+1,027,525
|
+67%
|
|
|
19
|
Cobblestone Capital Advisors
Rochester,
New York
|
$47M
|
-$29.8M
|
-1,402,753
|
-36%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$45.6M
|
+$8.27M
|
+389,633
|
+19%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$42.6M
|
+$47.5M
|
+2,237,763
|
+11,994%
|
|
|
22
|
Greenspring Advisors
Towson,
Maryland
|
$39.5M
|
-$1.2M
|
-56,398
|
-3%
|
|
|
23
|
Morton Capital Management
Calabasas,
California
|
$34.6M
|
+$388K
|
+18,270
|
+1%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$33.4M
|
-$231K
|
-10,860
|
-0.6%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$32.8M
|
+$36.8M
|
+1,734,481
|
New
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