|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$247M
|
+$9.49M
|
+456,417
|
+4%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$241M
|
+$12M
|
+577,510
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$150M
|
+$535K
|
+25,734
|
+0.4%
|
|
|
4
|
Pathstone Family Office
Englewood,
New Jersey
|
$146M
|
-$3.48M
|
-167,458
|
-2%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$112M
|
-$2.18M
|
-104,683
|
-2%
|
|
|
6
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$106M
|
+$6.55M
|
+315,112
|
+7%
|
|
|
7
|
Comerica Bank
Dallas,
Texas
|
$100M
|
-$5M
|
-240,322
|
-5%
|
|
|
8
|
|
$94.6M
|
+$76M
|
+3,655,321
|
+505%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$93.7M
|
+$33.4M
|
+1,607,649
|
+59%
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$92.7M
|
+$1.58M
|
+75,765
|
+2%
|
|
|
11
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$84.8M
|
+$5.43M
|
+261,099
|
+7%
|
|
|
12
|
Alerus Financial
Grand Forks,
North Dakota
|
$84.6M
|
+$1.05M
|
+50,637
|
+1%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$83.3M
|
+$268K
|
+12,903
|
+0.3%
|
|
|
14
|
RFG Advisory
Birmingham,
Alabama
|
$77.3M
|
+$63.4M
|
+3,051,469
|
+1,136%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$66.6M
|
+$3.13M
|
+150,656
|
+5%
|
|
|
16
|
Evanson Asset Management
Carmel,
California
|
$66.1M
|
-$1.95M
|
-93,563
|
-3%
|
|
|
17
|
Planning Center Inc
Moline,
Illinois
|
$61.4M
|
+$27.9M
|
+1,340,346
|
+89%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$61.2M
|
+$5.71M
|
+274,557
|
+11%
|
|
|
19
|
Triune Financial Partners
Overland Park,
Kansas
|
$59M
|
+$2.21M
|
+106,111
|
+4%
|
|
|
20
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$58M
|
+$2.77M
|
+133,240
|
+5%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$53M
|
+$756K
|
+36,379
|
+2%
|
|
|
22
|
Cobblestone Capital Advisors
Rochester,
New York
|
$49.8M
|
-$3.82M
|
-183,660
|
-7%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$49.4M
|
+$683K
|
+32,870
|
+1%
|
|
|
24
|
Core Wealth Management
Jupiter,
Florida
|
$42.8M
|
+$41.2M
|
+1,982,025
|
New
|
|
|
25
|
Greenspring Advisors
Towson,
Maryland
|
$42.1M
|
-$2.92M
|
-140,233
|
-7%
|
|
