|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$344M
|
+$20.3M
|
+668,899
|
+6%
|
|
|
2
|
Alerus Financial
Grand Forks,
North Dakota
|
$263M
|
+$147M
|
+4,842,439
|
+137%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$254M
|
+$1.9M
|
+62,544
|
+0.8%
|
|
|
4
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$229M
|
+$8.97M
|
+295,282
|
+4%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$215M
|
+$17.6M
|
+581,087
|
+9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$209M
|
-$28.8M
|
-949,407
|
-12%
|
|
|
7
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$187M
|
+$6.68M
|
+220,076
|
+4%
|
|
|
8
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$161M
|
+$4.98K
|
+164
|
+0%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$151M
|
-$3.54M
|
-116,537
|
-2%
|
|
|
10
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$151M
|
+$59.1M
|
+1,946,150
|
+68%
|
|
|
11
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$142M
|
+$5.85M
|
+192,591
|
+4%
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$127M
|
-$1.09M
|
-35,827
|
-0.9%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$120M
|
-$7.04M
|
-231,690
|
-6%
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$118M
|
-$678K
|
-22,329
|
-0.6%
|
|
|
15
|
Triune Financial Partners
Overland Park,
Kansas
|
$116M
|
+$1.51M
|
+49,674
|
+1%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$107M
|
-$1.16M
|
-38,112
|
-1%
|
|
|
17
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$95.8M
|
-$19.2M
|
-632,916
|
-17%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$91.2M
|
+$869K
|
+28,602
|
+1%
|
|
|
19
|
Planning Center Inc
Moline,
Illinois
|
$88.1M
|
-$1.35M
|
-44,453
|
-2%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$87.8M
|
+$951K
|
+31,328
|
+1%
|
|
|
21
|
Pathstone Holdings
Englewood,
New Jersey
|
$87.7M
|
-$6.3M
|
-207,310
|
-7%
|
|
|
22
|
Cobblestone Capital Advisors
Rochester,
New York
|
$86.7M
|
+$314K
|
+10,344
|
+0.4%
|
|
|
23
|
Core Wealth Management
Jupiter,
Florida
|
$75.9M
|
+$596K
|
+19,625
|
+0.8%
|
|
|
24
|
GeoWealth Management
Chicago,
Illinois
|
$75M
|
-$1.75M
|
-57,502
|
-2%
|
|
|
25
|
Evanson Asset Management
Carmel,
California
|
$73.7M
|
-$1.06M
|
-35,001
|
-1%
|
|
