|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$994M
|
+$19.7M
|
+1,868,840
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$931M
|
+$889M
|
+84,351,464
|
+1,950%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$335M
|
+$2.8M
|
+266,008
|
+0.8%
|
|
|
4
|
Mather Group
Chicago,
Illinois
|
$140M
|
+$8.99M
|
+853,384
|
+7%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$103M
|
+$2.91M
|
+276,568
|
+3%
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$96.4M
|
-$19.5M
|
-1,849,376
|
-17%
|
|
|
7
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$95.5M
|
+$9.2M
|
+872,752
|
+11%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.2M
|
–
|
–
|
–
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$76.5M
|
+$2.22M
|
+210,480
|
+3%
|
|
|
10
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$71.7M
|
+$312K
|
+29,560
|
+0.4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$59.6M
|
-$875K
|
-83,048
|
-1%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$54M
|
-$1.51M
|
-143,280
|
-3%
|
|
|
13
|
BB&T Securities
Richmond,
Virginia
|
$50.6M
|
+$1.71M
|
+162,200
|
+3%
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$50M
|
+$1.42M
|
+135,072
|
+3%
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$44.2M
|
+$44.7M
|
+4,241,480
|
New
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$39.5M
|
+$10.5M
|
+996,952
|
+36%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.5M
|
+$637K
|
+60,392
|
+2%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$32.6M
|
-$23.5M
|
-2,225,760
|
-42%
|
|
|
19
|
Parsec Financial Management
Asheville,
North Carolina
|
$31.5M
|
-$1.35M
|
-128,256
|
-4%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$30.9M
|
+$2.16M
|
+204,680
|
+7%
|
|
|
21
|
Focus Financial Network
Minneapolis,
Minnesota
|
$30.9M
|
+$909K
|
+86,288
|
+3%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$30.5M
|
-$611K
|
-58,008
|
-2%
|
|
|
23
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$29.7M
|
-$924K
|
-87,632
|
-3%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$29.3M
|
+$11.6M
|
+1,096,280
|
+65%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.1M
|
+$3.96M
|
+375,368
|
+17%
|
|
