|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$257M
|
-$6.55M
|
-286,567
|
-3%
|
|
|
2
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$241M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$163M
|
+$2.64M
|
+115,586
|
+2%
|
|
|
4
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$121M
|
+$6.6M
|
+289,048
|
+6%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$121M
|
+$1.55M
|
+67,830
|
+1%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$98.3M
|
-$655K
|
-28,674
|
-0.7%
|
|
|
7
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$96.3M
|
+$5.69M
|
+249,159
|
+6%
|
|
|
8
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$89.5M
|
+$594K
|
+25,980
|
+0.7%
|
|
|
9
|
Alerus Financial
Grand Forks,
North Dakota
|
$89.4M
|
-$908K
|
-39,725
|
-1%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$81.7M
|
+$5.1M
|
+223,250
|
+7%
|
|
|
11
|
Pathstone Family Office
Englewood,
New Jersey
|
$79M
|
-$76.8M
|
-3,361,885
|
-50%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$72.7M
|
+$1.65M
|
+72,332
|
+2%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$71.3M
|
+$5.91M
|
+258,756
|
+9%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$67.7M
|
-$2.88M
|
-126,146
|
-4%
|
|
|
15
|
Triune Financial Partners
Overland Park,
Kansas
|
$66M
|
+$2.96M
|
+129,607
|
+5%
|
|
|
16
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$63.8M
|
+$33.1M
|
+1,450,234
|
+110%
|
|
|
17
|
Planning Center Inc
Moline,
Illinois
|
$63.5M
|
-$3.5M
|
-153,288
|
-5%
|
|
|
18
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$62.7M
|
+$740K
|
+32,382
|
+1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$61.4M
|
+$4.83M
|
+211,370
|
+9%
|
|
|
20
|
Greenspring Advisors
Towson,
Maryland
|
$56M
|
+$11M
|
+481,886
|
+25%
|
|
|
21
|
Cobblestone Capital Advisors
Rochester,
New York
|
$53.3M
|
+$182K
|
+7,984
|
+0.3%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$53.2M
|
+$449K
|
+19,668
|
+0.9%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$49.4M
|
+$6.66M
|
+291,313
|
+16%
|
|
|
24
|
Core Wealth Management
Jupiter,
Florida
|
$45.7M
|
-$13.4K
|
-585
|
-0%
|
|
|
25
|
|
$45.2M
|
-$55.3M
|
-2,421,329
|
-55%
|
|
