|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$300M
|
+$288M
|
+11,114,024
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$246M
|
-$16.5M
|
-636,883
|
-7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$202M
|
+$3.01M
|
+116,080
|
+2%
|
|
|
4
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$194M
|
-$2.92M
|
-112,676
|
-2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$154M
|
+$7.28M
|
+280,571
|
+5%
|
|
|
6
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$152M
|
+$3.19M
|
+122,873
|
+2%
|
|
|
7
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$139M
|
-$543K
|
-20,927
|
-0.4%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$124M
|
+$23.6M
|
+907,930
|
+25%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$122M
|
+$5.19M
|
+200,096
|
+5%
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$112M
|
-$570K
|
-21,981
|
-0.5%
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$111M
|
-$4.37M
|
-168,376
|
-4%
|
|
|
12
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$105M
|
+$13.1M
|
+505,162
|
+15%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$102M
|
-$89.8K
|
-3,460
|
-0.1%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$98.6M
|
+$1.22M
|
+47,105
|
+1%
|
|
|
15
|
Alerus Financial
Grand Forks,
North Dakota
|
$96.9M
|
-$7.66M
|
-295,463
|
-8%
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
$96.5M
|
-$28.5M
|
-1,099,604
|
-24%
|
|
|
17
|
Triune Financial Partners
Overland Park,
Kansas
|
$94.6M
|
+$3.92M
|
+151,248
|
+5%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$88M
|
-$288K
|
-11,098
|
-0.3%
|
|
|
19
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$78.5M
|
-$2.16M
|
-83,084
|
-3%
|
|
|
20
|
Planning Center Inc
Moline,
Illinois
|
$77.7M
|
+$757K
|
+29,178
|
+1%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$70.9M
|
+$266K
|
+10,259
|
+0.4%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$70.2M
|
+$1.54M
|
+59,278
|
+2%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$68.2M
|
-$1.01M
|
-39,101
|
-2%
|
|
|
24
|
Cobblestone Capital Advisors
Rochester,
New York
|
$66.7M
|
+$484K
|
+18,648
|
+0.8%
|
|
|
25
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$60.3M
|
-$16.6M
|
-639,247
|
-22%
|
|
