|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$965M
|
-$1.58M
|
-155,496
|
-0.2%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$334M
|
+$8.14M
|
+800,744
|
+3%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$130M
|
+$8.98M
|
+883,192
|
+8%
|
|
|
4
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$115M
|
+$33.5M
|
+3,299,736
|
+43%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$98.8M
|
-$826K
|
-81,272
|
-0.8%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.2M
|
–
|
–
|
–
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$85.5M
|
+$9.39M
|
+923,712
|
+13%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$73.6M
|
+$3.12M
|
+307,168
|
+5%
|
|
|
9
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$70.7M
|
-$1.74M
|
-170,928
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$59.9M
|
+$4.13M
|
+406,448
|
+8%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$55.4M
|
+$29.6M
|
+2,910,328
|
+120%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$54.9M
|
-$2.8M
|
-275,664
|
-5%
|
|
|
13
|
BB&T Securities
Richmond,
Virginia
|
$48.4M
|
+$3.38M
|
+332,336
|
+8%
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$48.1M
|
+$1.39M
|
+137,024
|
+3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$45M
|
+$5.02M
|
+493,848
|
+13%
|
|
|
16
|
Parsec Financial Management
Asheville,
North Carolina
|
$32.5M
|
+$1.5M
|
+147,392
|
+5%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.5M
|
+$832K
|
+81,880
|
+3%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$30.9M
|
-$778K
|
-76,576
|
-3%
|
|
|
19
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$30.4M
|
-$1.45M
|
-142,344
|
-5%
|
|
|
20
|
Focus Financial Network
Minneapolis,
Minnesota
|
$29.8M
|
+$902K
|
+88,696
|
+3%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$28.7M
|
+$1.2M
|
+118,248
|
+4%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$28.5M
|
+$1.93M
|
+189,848
|
+7%
|
|
|
23
|
Roof Advisory Group
Harrisburg,
Pennsylvania
|
$25.3M
|
+$11.7M
|
+1,147,000
|
+89%
|
|
|
24
|
Gratus Capital
Atlanta,
Georgia
|
$25M
|
+$517K
|
+50,872
|
+2%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$23.9M
|
-$563K
|
-55,360
|
-2%
|
|
