|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$273M
|
-$3.77M
|
-145,741
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$207M
|
-$19.6M
|
-756,495
|
-8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$188M
|
+$2.16M
|
+83,646
|
+1%
|
|
|
4
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$188M
|
+$9.43M
|
+364,596
|
+5%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$150M
|
+$8.39M
|
+324,453
|
+6%
|
|
|
6
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$136M
|
-$3.88M
|
-150,021
|
-3%
|
|
|
7
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$127M
|
-$1.64M
|
-63,411
|
-1%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$120M
|
+$4.12M
|
+159,216
|
+3%
|
|
|
9
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$115M
|
+$18.4M
|
+710,723
|
+18%
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$103M
|
-$541K
|
-20,926
|
-0.5%
|
|
|
11
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$95.5M
|
+$24.2M
|
+934,894
|
+32%
|
|
|
12
|
RFG Advisory
Birmingham,
Alabama
|
$95.2M
|
+$6.58M
|
+254,240
|
+7%
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$94.9M
|
-$7.06M
|
-273,105
|
-7%
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$94.4M
|
+$354K
|
+13,668
|
+0.4%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$92.4M
|
+$1.71M
|
+66,158
|
+2%
|
|
|
16
|
Triune Financial Partners
Overland Park,
Kansas
|
$91.8M
|
+$4.88M
|
+188,612
|
+5%
|
|
|
17
|
Alerus Financial
Grand Forks,
North Dakota
|
$88.2M
|
-$1.06M
|
-40,997
|
-1%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$78.7M
|
-$2.42M
|
-93,681
|
-3%
|
|
|
19
|
Planning Center Inc
Moline,
Illinois
|
$72.5M
|
+$964K
|
+37,252
|
+1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$72.2M
|
+$45.9M
|
+1,772,933
|
+156%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$68.4M
|
+$32.1M
|
+1,241,761
|
+82%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$68.3M
|
-$46.1M
|
-1,783,420
|
-39%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$66.3M
|
+$1.72M
|
+66,311
|
+3%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$65.6M
|
+$335K
|
+12,943
|
+0.5%
|
|
|
25
|
Cobblestone Capital Advisors
Rochester,
New York
|
$61.6M
|
+$291K
|
+11,249
|
+0.5%
|
|
