|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$259M
|
-$191K
|
-8,160
|
-0.1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$247M
|
-$497K
|
-21,230
|
-0.2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$161M
|
+$2.63M
|
+112,236
|
+2%
|
|
|
4
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$152M
|
+$150M
|
+6,433,844
|
+10,302%
|
|
|
5
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$130M
|
+$5.43M
|
+232,325
|
+4%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$122M
|
+$4.22M
|
+180,435
|
+3%
|
|
|
7
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$117M
|
-$1.18M
|
-50,347
|
-1%
|
|
|
8
|
|
$117M
|
-$34.9M
|
-1,492,888
|
-22%
|
|
|
9
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$106M
|
+$5.57M
|
+238,106
|
+5%
|
|
|
10
|
Comerica Bank
Dallas,
Texas
|
$105M
|
+$109M
|
+4,654,591
|
New
|
|
|
11
|
RFG Advisory
Birmingham,
Alabama
|
$95.4M
|
+$6.75M
|
+288,749
|
+7%
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$95M
|
-$444K
|
-18,975
|
-0.4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$94.7M
|
+$2.55M
|
+109,132
|
+3%
|
|
|
14
|
Alerus Financial
Grand Forks,
North Dakota
|
$93.5M
|
-$4.03M
|
-172,478
|
-4%
|
|
|
15
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$88.7M
|
-$579K
|
-24,737
|
-0.6%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$81.9M
|
+$6.05M
|
+258,827
|
+8%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$76M
|
+$2M
|
+85,347
|
+3%
|
|
|
18
|
Pathstone Family Office
Englewood,
New Jersey
|
$73.7M
|
-$4.92M
|
-210,344
|
-6%
|
|
|
19
|
Triune Financial Partners
Overland Park,
Kansas
|
$70.1M
|
+$2.56M
|
+109,374
|
+4%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
$64.7M
|
-$120K
|
-5,127
|
-0.2%
|
|
|
21
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$63.2M
|
+$486K
|
+20,793
|
+0.7%
|
|
|
22
|
Planning Center Inc
Moline,
Illinois
|
$61.7M
|
+$1.12M
|
+47,795
|
+2%
|
|
|
23
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$60.9M
|
+$2.43M
|
+103,892
|
+4%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$58.6M
|
+$4.03M
|
+172,416
|
+7%
|
|
|
25
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$54.2M
|
+$10.9M
|
+467,474
|
+24%
|
|
