|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$284M
|
+$3.27M
|
+142,853
|
+1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$261M
|
-$6.88M
|
-300,822
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$178M
|
+$2.98M
|
+130,267
|
+2%
|
|
|
4
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$152M
|
+$10.2M
|
+444,673
|
+8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$135M
|
+$2.54M
|
+111,082
|
+2%
|
|
|
6
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$127M
|
+$95.5K
|
+4,175
|
+0.1%
|
|
|
7
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$115M
|
+$83.7K
|
+3,659
|
+0.1%
|
|
|
8
|
Comerica Bank
Dallas,
Texas
|
$110M
|
-$3.56M
|
-155,531
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$104M
|
+$1.19M
|
+51,965
|
+1%
|
|
|
10
|
RFG Advisory
Birmingham,
Alabama
|
$104M
|
+$363K
|
+15,883
|
+0.4%
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
$102M
|
-$476K
|
-20,827
|
-0.5%
|
|
|
12
|
Alerus Financial
Grand Forks,
North Dakota
|
$96.4M
|
-$4.68M
|
-204,491
|
-5%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$94.4M
|
-$1.66M
|
-72,466
|
-2%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$90.3M
|
+$1.47M
|
+64,424
|
+2%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$84.6M
|
+$1.94M
|
+84,765
|
+3%
|
|
|
16
|
Pathstone Holdings
Englewood,
New Jersey
|
$81M
|
+$75.8M
|
+3,316,028
|
New
|
|
|
17
|
Triune Financial Partners
Overland Park,
Kansas
|
$77.8M
|
+$1.65M
|
+72,361
|
+2%
|
|
|
18
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$76.6M
|
+$9.82M
|
+429,211
|
+16%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$70.1M
|
+$12.8K
|
+560
|
+0%
|
|
|
20
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$68.7M
|
+$172K
|
+7,503
|
+0.3%
|
|
|
21
|
Planning Center Inc
Moline,
Illinois
|
$68.4M
|
+$1.36M
|
+59,581
|
+2%
|
|
|
22
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$67.1M
|
+$8.56M
|
+374,429
|
+15%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$60.1M
|
-$3.27M
|
-143,108
|
-5%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$59.6M
|
+$989K
|
+43,262
|
+2%
|
|
|
25
|
Cobblestone Capital Advisors
Rochester,
New York
|
$55.3M
|
-$990K
|
-43,296
|
-2%
|
|
