|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$303M
|
-$10.5M
|
-381,903
|
-4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$236M
|
+$5.13M
|
+186,298
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$224M
|
-$2.35M
|
-85,419
|
-1%
|
|
|
4
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$205M
|
-$25.7M
|
-935,116
|
-12%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$184M
|
+$30.4M
|
+1,104,861
|
+21%
|
|
|
6
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$169M
|
+$5.72M
|
+207,834
|
+4%
|
|
|
7
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$151M
|
+$141M
|
+5,135,326
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$145M
|
-$4.11M
|
-149,432
|
-3%
|
|
|
9
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$128M
|
-$308K
|
-11,203
|
-0.3%
|
|
|
10
|
Plancorp LLC
Saint Louis,
Missouri
|
$120M
|
-$911K
|
-33,119
|
-0.8%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$119M
|
+$17.1M
|
+619,786
|
+18%
|
|
|
12
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$111M
|
-$684K
|
-24,855
|
-0.7%
|
|
|
13
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$108M
|
-$8.49M
|
-308,647
|
-8%
|
|
|
14
|
Triune Financial Partners
Overland Park,
Kansas
|
$107M
|
-$1.88M
|
-68,285
|
-2%
|
|
|
15
|
Alerus Financial
Grand Forks,
North Dakota
|
$104M
|
+$82K
|
+2,980
|
+0.1%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$102M
|
-$2.33M
|
-84,771
|
-2%
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$88.1M
|
-$4.9M
|
-178,000
|
-6%
|
|
|
18
|
|
$85.7M
|
+$69.5M
|
+2,526,482
|
+645%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$84.5M
|
-$22.5M
|
-817,438
|
-22%
|
|
|
20
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$84M
|
–
|
–
|
–
|
|
|
21
|
Planning Center Inc
Moline,
Illinois
|
$83.7M
|
-$1.81M
|
-65,764
|
-2%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$81.3M
|
-$4.98K
|
-181
|
-0%
|
|
|
23
|
Cobblestone Capital Advisors
Rochester,
New York
|
$80.8M
|
+$81.7K
|
+2,969
|
+0.1%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$76.2M
|
-$1.19M
|
-43,314
|
-2%
|
|
|
25
|
GeoWealth Management
Chicago,
Illinois
|
$71.9M
|
-$6.08M
|
-220,944
|
-8%
|
|
