|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.7B
|
-$90.1M
|
-6,467,688
|
-5%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$480M
|
-$12.8M
|
-920,552
|
-3%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$289M
|
+$89.5M
|
+6,420,976
|
+47%
|
|
|
4
|
Mather Group
Chicago,
Illinois
|
$253M
|
+$14.3M
|
+1,027,120
|
+6%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$172M
|
+$2.19M
|
+157,480
|
+1%
|
|
|
6
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$123M
|
-$10.9M
|
-779,456
|
-8%
|
|
|
7
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$112M
|
+$75M
|
+5,382,184
|
+222%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.1M
|
+$7.04M
|
+504,896
|
+8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$90.7M
|
+$2.2M
|
+158,200
|
+3%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$88.4M
|
-$3.41M
|
-244,864
|
-4%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.2M
|
–
|
–
|
–
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$84M
|
-$13.8M
|
-990,472
|
-15%
|
|
|
13
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$83.6M
|
-$3.17M
|
-227,704
|
-4%
|
|
|
14
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$79M
|
-$1.44M
|
-103,592
|
-2%
|
|
|
15
|
Krilogy Financial
St. Louis,
Missouri
|
$68.9M
|
-$4.37M
|
-313,688
|
-6%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$63.5M
|
-$7.99M
|
-573,080
|
-11%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$57.8M
|
+$8.96M
|
+642,832
|
+19%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$55.8M
|
+$2.36M
|
+169,584
|
+5%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$51.1M
|
+$1.65M
|
+118,616
|
+3%
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$50.4M
|
-$8.03M
|
-576,304
|
-14%
|
|
|
21
|
Focus Financial Network
Minneapolis,
Minnesota
|
$49.8M
|
-$3.53M
|
-253,288
|
-7%
|
|
|
22
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$49.7M
|
-$1.7M
|
-122,256
|
-3%
|
|
|
23
|
Gemmer Asset Management
Walnut Creek,
California
|
$47.9M
|
+$3.13M
|
+224,576
|
+7%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$44.3M
|
-$1.19M
|
-85,552
|
-3%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$36.9M
|
+$2.09M
|
+150,200
|
+6%
|
|
