|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$293M
|
-$2.81M
|
-114,679
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$279M
|
+$7.39M
|
+301,988
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$189M
|
+$3.47M
|
+141,948
|
+2%
|
|
|
4
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$164M
|
+$5.78M
|
+236,207
|
+4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$146M
|
+$5.18M
|
+211,845
|
+4%
|
|
|
6
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$133M
|
+$559K
|
+22,870
|
+0.4%
|
|
|
7
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$131M
|
+$10.8M
|
+441,506
|
+9%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$115M
|
+$6.44M
|
+263,468
|
+6%
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$114M
|
-$64.8K
|
-2,648
|
-0.1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$113M
|
+$4.17M
|
+170,312
|
+4%
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
$107M
|
-$150K
|
-6,123
|
-0.1%
|
|
|
12
|
Alerus Financial
Grand Forks,
North Dakota
|
$99.6M
|
-$813K
|
-33,254
|
-0.8%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$96.7M
|
-$1.55M
|
-63,466
|
-2%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$93.7M
|
-$416K
|
-17,026
|
-0.5%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$91.5M
|
+$3.29M
|
+134,637
|
+4%
|
|
|
16
|
Pathstone Holdings
Englewood,
New Jersey
|
$83.5M
|
-$827K
|
-33,801
|
-1%
|
|
|
17
|
Triune Financial Partners
Overland Park,
Kansas
|
$81.7M
|
+$668K
|
+27,307
|
+0.9%
|
|
|
18
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$76.9M
|
+$5.59M
|
+228,608
|
+8%
|
|
|
19
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$73M
|
+$1.39M
|
+56,795
|
+2%
|
|
|
20
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$72.6M
|
+$25.6M
|
+1,044,956
|
+58%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$72.2M
|
-$853K
|
-34,882
|
-1%
|
|
|
22
|
Planning Center Inc
Moline,
Illinois
|
$72M
|
+$772K
|
+31,556
|
+1%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$66.8M
|
+$4.02M
|
+164,479
|
+7%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$63.6M
|
+$1.4M
|
+57,273
|
+2%
|
|
|
25
|
Cobblestone Capital Advisors
Rochester,
New York
|
$61.1M
|
+$3.44M
|
+140,483
|
+6%
|
|
