|
1
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$286M
|
-$7.64M
|
-298,917
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$247M
|
-$31.6M
|
-1,238,418
|
-11%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$187M
|
-$1.03M
|
-40,213
|
-0.5%
|
|
|
4
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$186M
|
+$22.1M
|
+866,427
|
+13%
|
|
|
5
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$140M
|
+$8.82M
|
+344,943
|
+7%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$138M
|
-$7.94M
|
-310,631
|
-5%
|
|
|
7
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$132M
|
-$875K
|
-34,227
|
-0.7%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$119M
|
+$4.02M
|
+157,381
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$110M
|
-$2.47M
|
-96,664
|
-2%
|
|
|
10
|
Comerica Bank
Dallas,
Texas
|
$108M
|
-$6.05M
|
-236,825
|
-5%
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
$106M
|
-$219K
|
-8,585
|
-0.2%
|
|
|
12
|
Alerus Financial
Grand Forks,
North Dakota
|
$98.7M
|
-$777K
|
-30,421
|
-0.8%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$96.2M
|
-$411K
|
-16,091
|
-0.4%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$94.8M
|
-$124K
|
-4,852
|
-0.1%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$91.6M
|
+$175K
|
+6,852
|
+0.2%
|
|
|
16
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$86.2M
|
+$9.37M
|
+366,752
|
+12%
|
|
|
17
|
Triune Financial Partners
Overland Park,
Kansas
|
$85.2M
|
+$3.56M
|
+139,157
|
+4%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$83.1M
|
-$296K
|
-11,585
|
-0.4%
|
|
|
19
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$76M
|
+$3.47M
|
+135,888
|
+5%
|
|
|
20
|
|
$73.6M
|
+$58.5M
|
+2,289,029
|
+378%
|
|
|
21
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$73M
|
+$60.5K
|
+2,369
|
+0.1%
|
|
|
22
|
Planning Center Inc
Moline,
Illinois
|
$72.4M
|
+$415K
|
+16,254
|
+0.6%
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$66.5M
|
-$5.66M
|
-221,410
|
-8%
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
$65.2M
|
-$1.59M
|
-62,041
|
-2%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$64.6M
|
+$1.03M
|
+40,449
|
+2%
|
|
