|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$268M
|
+$8.6M
|
+369,357
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$256M
|
-$3.51M
|
-150,776
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$164M
|
-$488K
|
-20,953
|
-0.3%
|
|
|
4
|
|
$156M
|
+$110M
|
+4,714,694
|
+241%
|
|
|
5
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$132M
|
+$8.15M
|
+349,883
|
+7%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$122M
|
+$11.6M
|
+498,022
|
+11%
|
|
|
7
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$121M
|
–
|
–
|
–
|
|
|
8
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$104M
|
+$7.14M
|
+306,495
|
+7%
|
|
|
9
|
Alerus Financial
Grand Forks,
North Dakota
|
$101M
|
+$10.5M
|
+448,676
|
+12%
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$98.8M
|
-$605K
|
-25,963
|
-0.6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$95.5M
|
+$33.3M
|
+1,431,690
|
+54%
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$92.4M
|
+$1.85M
|
+79,339
|
+2%
|
|
|
13
|
RFG Advisory
Birmingham,
Alabama
|
$92M
|
+$9.42M
|
+404,606
|
+11%
|
|
|
14
|
Pathstone Family Office
Englewood,
New Jersey
|
$81.2M
|
+$1.32M
|
+56,812
|
+2%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$78.7M
|
+$6.58M
|
+282,430
|
+9%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$76.8M
|
+$3.23M
|
+138,755
|
+4%
|
|
|
17
|
Triune Financial Partners
Overland Park,
Kansas
|
$70M
|
+$3.28M
|
+140,919
|
+5%
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
$67M
|
-$1.37M
|
-58,795
|
-2%
|
|
|
19
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$64.9M
|
+$1.55M
|
+66,666
|
+2%
|
|
|
20
|
Planning Center Inc
Moline,
Illinois
|
$62.8M
|
+$137K
|
+5,869
|
+0.2%
|
|
|
21
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$60.7M
|
-$3.8M
|
-163,200
|
-6%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$56.7M
|
+$6.76M
|
+290,331
|
+14%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$55.4M
|
+$1.54M
|
+66,046
|
+3%
|
|
|
24
|
Cobblestone Capital Advisors
Rochester,
New York
|
$54.2M
|
+$347K
|
+14,897
|
+0.6%
|
|
|
25
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$48.8M
|
+$5.4M
|
+231,666
|
+12%
|
|
