|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.12B
|
+$19.4M
|
+1,761,312
|
+2%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$366M
|
-$4.16M
|
-377,264
|
-1%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$167M
|
+$12.1M
|
+1,099,208
|
+8%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$162M
|
+$51.9M
|
+4,710,824
|
+52%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$115M
|
+$1.83M
|
+165,624
|
+2%
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$109M
|
+$2.48M
|
+224,688
|
+2%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.2M
|
–
|
–
|
–
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$86.3M
|
+$1.56M
|
+141,520
|
+2%
|
|
|
9
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$71.1M
|
-$7.75M
|
-702,728
|
-10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$69.3M
|
+$3.21M
|
+291,560
|
+5%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$59.3M
|
-$379K
|
-34,392
|
-0.7%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$59.1M
|
+$56M
|
+5,085,456
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.5M
|
-$925M
|
-83,899,440
|
-95%
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$55.2M
|
-$41.1K
|
-3,728
|
-0.1%
|
|
|
15
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$48.5M
|
-$722K
|
-65,504
|
-2%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$46.4M
|
+$2.62M
|
+237,768
|
+6%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$41.2M
|
+$4.91M
|
+445,256
|
+14%
|
|
|
18
|
Parsec Financial Management
Asheville,
North Carolina
|
$38.1M
|
+$3.06M
|
+277,952
|
+9%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$36.1M
|
+$1.78M
|
+161,528
|
+5%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.7M
|
-$1.25M
|
-113,832
|
-4%
|
|
|
21
|
Focus Financial Network
Minneapolis,
Minnesota
|
$34.9M
|
+$674K
|
+61,168
|
+2%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$32.2M
|
-$1.51M
|
-137,440
|
-5%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$31.4M
|
-$998K
|
-90,568
|
-3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.5M
|
+$464K
|
+42,088
|
+2%
|
|
|
25
|
Financial Counselors Inc
Overland Park,
Kansas
|
$30.2M
|
+$2M
|
+181,024
|
+7%
|
|
