|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$353M
|
-$9.51M
|
-273,196
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$292M
|
+$18.2M
|
+523,941
|
+6%
|
|
|
3
|
Alerus Financial
Grand Forks,
North Dakota
|
$286M
|
-$569K
|
-16,352
|
-0.2%
|
|
|
4
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$253M
|
+$3.68M
|
+105,875
|
+1%
|
|
|
5
|
Allworth Financial
Folsom,
California
|
$247M
|
+$22.5M
|
+647,889
|
+10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$224M
|
+$1.56M
|
+44,763
|
+0.7%
|
|
|
7
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$209M
|
+$3.69M
|
+106,079
|
+2%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$177M
|
+$2.3M
|
+66,092
|
+1%
|
|
|
9
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$166M
|
+$1.37M
|
+39,446
|
+0.8%
|
|
|
10
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$163M
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$147M
|
+$8.45M
|
+242,778
|
+6%
|
|
|
12
|
Plancorp LLC
Saint Louis,
Missouri
|
$142M
|
-$1.88M
|
-53,946
|
-1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128M
|
+$2.13M
|
+61,232
|
+2%
|
|
|
14
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$127M
|
-$1.83M
|
-52,651
|
-1%
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$127M
|
+$9.92M
|
+284,986
|
+8%
|
|
|
16
|
Triune Financial Partners
Overland Park,
Kansas
|
$123M
|
+$323K
|
+9,286
|
+0.3%
|
|
|
17
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$119M
|
+$122M
|
+3,504,303
|
+38,911%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$100M
|
+$1.88M
|
+53,921
|
+2%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$97.7M
|
-$555K
|
-15,955
|
-0.6%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$94.6M
|
-$1.08M
|
-30,996
|
-1%
|
|
|
21
|
Pathstone Holdings
Englewood,
New Jersey
|
$86.3M
|
-$3.89M
|
-111,815
|
-4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$85.6M
|
+$11.6M
|
+333,395
|
+15%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$84.8M
|
+$5.77M
|
+165,786
|
+7%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$83.3M
|
+$17.3M
|
+498,239
|
+26%
|
|
|
25
|
Planning Center Inc
Moline,
Illinois
|
$82.7M
|
-$6.08M
|
-174,690
|
-7%
|
|
