|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.58B
|
+$374M
|
+32,105,712
|
+35%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$435M
|
+$26.9M
|
+2,310,960
|
+7%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$210M
|
+$16M
|
+1,372,656
|
+9%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$174M
|
-$12.8M
|
-1,094,336
|
-7%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$150M
|
+$6.05M
|
+518,648
|
+5%
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$119M
|
-$2.18M
|
-187,168
|
-2%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.2M
|
–
|
–
|
–
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$86.6M
|
-$6.03M
|
-517,576
|
-7%
|
|
|
9
|
SEI Investments
Oaks,
Pennsylvania
|
$81.1M
|
-$2.37M
|
-203,560
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$77.9M
|
+$874K
|
+74,968
|
+1%
|
|
|
11
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$76.6M
|
+$234K
|
+20,064
|
+0.3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$75.7M
|
+$1.19M
|
+101,904
|
+2%
|
|
|
13
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$70.9M
|
+$65.2M
|
+5,588,896
|
New
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$64.7M
|
+$1.61M
|
+137,904
|
+3%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$63.3M
|
-$2.16M
|
-185,520
|
-4%
|
|
|
16
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$50.9M
|
-$3.07M
|
-262,888
|
-6%
|
|
|
17
|
Focus Financial Network
Minneapolis,
Minnesota
|
$47.1M
|
-$1.78M
|
-152,632
|
-4%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47M
|
+$19.6M
|
+1,680,184
|
+83%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$45.4M
|
+$1.83M
|
+156,840
|
+5%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$43.5M
|
+$907K
|
+77,832
|
+2%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$42.8M
|
-$3.93M
|
-337,216
|
-9%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.2M
|
+$36.9M
|
+3,163,656
|
New
|
|
|
23
|
Gemmer Asset Management
Walnut Creek,
California
|
$39.4M
|
+$7.74M
|
+663,552
|
+27%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.4M
|
+$11.5M
|
+989,096
|
+55%
|
|
|
25
|
Financial Counselors Inc
Overland Park,
Kansas
|
$35.2M
|
-$230K
|
-19,752
|
-0.7%
|
|
