|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$280M
|
-$7.27M
|
-279,950
|
-3%
|
|
|
2
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$208M
|
+$9.55M
|
+367,993
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$205M
|
+$6.82M
|
+262,683
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$202M
|
-$16.5M
|
-636,704
|
-8%
|
|
|
5
|
RFG Advisory
Birmingham,
Alabama
|
$151M
|
+$49.8M
|
+1,916,305
|
+50%
|
|
|
6
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$145M
|
+$1.51M
|
+58,125
|
+1%
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$138M
|
+$11.2M
|
+431,557
|
+9%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$134M
|
+$627K
|
+24,167
|
+0.5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$133M
|
-$24.5M
|
-943,138
|
-16%
|
|
|
10
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$114M
|
-$6.51M
|
-250,738
|
-5%
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
$108M
|
-$480K
|
-18,501
|
-0.4%
|
|
|
12
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$104M
|
+$3.81M
|
+146,941
|
+4%
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$100M
|
+$571K
|
+22,007
|
+0.6%
|
|
|
14
|
Triune Financial Partners
Overland Park,
Kansas
|
$96.9M
|
+$214K
|
+8,252
|
+0.2%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$96.8M
|
-$624K
|
-24,041
|
-0.6%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$92.9M
|
-$7.11M
|
-273,780
|
-7%
|
|
|
17
|
Alerus Financial
Grand Forks,
North Dakota
|
$92.6M
|
-$334K
|
-12,865
|
-0.4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90.1M
|
+$13.8M
|
+532,838
|
+18%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$83.3M
|
+$344K
|
+13,260
|
+0.4%
|
|
|
20
|
Planning Center Inc
Moline,
Illinois
|
$76.4M
|
+$40.5K
|
+1,559
|
+0.1%
|
|
|
21
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$74.9M
|
+$24M
|
+923,000
|
+48%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$72.5M
|
+$2.63M
|
+101,290
|
+4%
|
|
|
23
|
Cobblestone Capital Advisors
Rochester,
New York
|
$72M
|
+$7.02M
|
+270,443
|
+11%
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$69.9M
|
-$2.16M
|
-83,370
|
-3%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$69.1M
|
-$2.84M
|
-109,503
|
-4%
|
|
