|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$349M
|
-$9.57M
|
-299,983
|
-3%
|
|
|
2
|
Alerus Financial
Grand Forks,
North Dakota
|
$276M
|
+$1.66M
|
+52,029
|
+0.6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$264M
|
-$644K
|
-20,202
|
-0.2%
|
|
|
4
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$241M
|
+$1.83M
|
+57,353
|
+0.8%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$216M
|
-$8.01M
|
-251,130
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$215M
|
-$3.4M
|
-106,490
|
-2%
|
|
|
7
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$198M
|
+$2.92M
|
+91,583
|
+2%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$168M
|
+$164M
|
+5,142,715
|
New
|
|
|
9
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$159M
|
+$9.9M
|
+310,432
|
+7%
|
|
|
10
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$157M
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$134M
|
-$23.5M
|
-736,476
|
-15%
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$131M
|
-$1.79M
|
-56,039
|
-1%
|
|
|
13
|
Triune Financial Partners
Overland Park,
Kansas
|
$126M
|
-$1.92M
|
-60,112
|
-2%
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$124M
|
+$623K
|
+19,522
|
+0.5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$121M
|
-$3.81M
|
-119,371
|
-3%
|
|
|
16
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$113M
|
+$12.7M
|
+396,594
|
+13%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$110M
|
-$1.69M
|
-53,004
|
-2%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$94.9M
|
+$83.8M
|
+2,627,345
|
+970%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$94.6M
|
-$442K
|
-13,869
|
-0.5%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$92.1M
|
+$543K
|
+17,017
|
+0.6%
|
|
|
21
|
Pathstone Holdings
Englewood,
New Jersey
|
$86.8M
|
-$4.49M
|
-140,797
|
-5%
|
|
|
22
|
Planning Center Inc
Moline,
Illinois
|
$85.4M
|
-$6.3M
|
-197,376
|
-7%
|
|
|
23
|
GeoWealth Management
Chicago,
Illinois
|
$79.5M
|
+$1.21M
|
+38,049
|
+2%
|
|
|
24
|
Core Wealth Management
Jupiter,
Florida
|
$78.5M
|
-$639K
|
-20,039
|
-0.8%
|
|
|
25
|
New Capital Management
Houston,
Texas
|
$77M
|
+$486K
|
+15,241
|
+0.7%
|
|
