|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$920M
|
-$46M
|
-4,030,304
|
-4%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$318M
|
+$4.43M
|
+388,600
|
+1%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$151M
|
+$8.85M
|
+775,360
|
+5%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$147M
|
+$169M
|
+14,778,664
|
New
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$112M
|
+$15.5M
|
+1,357,528
|
+14%
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$95M
|
+$1.57M
|
+137,688
|
+1%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.2M
|
–
|
–
|
–
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$73.1M
|
-$990K
|
-86,808
|
-1%
|
|
|
9
|
Sunbelt Securities
Houston,
Texas
|
$69.4M
|
+$68.5M
|
+6,005,040
|
+4,566%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$65.6M
|
+$16.9M
|
+1,480,760
|
+29%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$60.4M
|
+$1.13M
|
+99,176
|
+2%
|
|
|
12
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$59.9M
|
-$1.27M
|
-111,232
|
-2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.4M
|
+$12.3M
|
+1,082,144
|
+23%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$51.5M
|
+$969K
|
+84,976
|
+2%
|
|
|
15
|
Krilogy Financial
St. Louis,
Missouri
|
$49.4M
|
+$2.34M
|
+205,488
|
+4%
|
|
|
16
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$43.2M
|
+$1.83M
|
+160,832
|
+4%
|
|
|
17
|
Total Investment Management
Scottsdale,
Arizona
|
$40.7M
|
+$45.6M
|
+3,997,320
|
+4,190%
|
|
|
18
|
Focus Financial Network
Minneapolis,
Minnesota
|
$38.5M
|
+$9.81M
|
+860,136
|
+29%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$36.9M
|
-$3.32M
|
-290,896
|
-7%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$34M
|
-$1.51M
|
-132,336
|
-4%
|
|
|
21
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$33.4M
|
+$2.82M
|
+247,016
|
+8%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.8M
|
+$7.66M
|
+671,536
|
+26%
|
|
|
23
|
Financial Counselors Inc
Overland Park,
Kansas
|
$27.8M
|
+$2.19M
|
+192,360
|
+7%
|
|
|
24
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$26M
|
+$642K
|
+56,280
|
+2%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$24.5M
|
-$2.73M
|
-239,144
|
-9%
|
|
