|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.67B
|
-$102M
|
-6,255,952
|
-6%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$412M
|
-$69.2M
|
-4,253,312
|
-14%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$342M
|
+$49M
|
+3,009,368
|
+17%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$340M
|
-$1.69M
|
-103,952
|
-0.5%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$223M
|
-$21.8M
|
-1,342,392
|
-9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$179M
|
+$38.3M
|
+2,355,048
|
+27%
|
|
|
7
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$170M
|
+$32.9M
|
+2,024,944
|
+24%
|
|
|
8
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$129M
|
+$3.23M
|
+198,360
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$99.5M
|
+$580K
|
+35,672
|
+0.6%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$97.6M
|
–
|
–
|
–
|
|
|
11
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$89.9M
|
+$1.49M
|
+91,536
|
+2%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.2M
|
–
|
–
|
–
|
|
|
13
|
United Capital Financial Advisors
Irving,
Texas
|
$84.7M
|
-$3.88M
|
-238,432
|
-4%
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$81.3M
|
+$3.56M
|
+218,544
|
+5%
|
|
|
15
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$79.9M
|
-$18.5M
|
-1,136,760
|
-19%
|
|
|
16
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$67.1M
|
+$5.82M
|
+357,392
|
+9%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$65.3M
|
-$2.95M
|
-181,192
|
-4%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$65.1M
|
-$85.4K
|
-5,248
|
-0.1%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$58.2M
|
+$2.52M
|
+154,912
|
+5%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$53M
|
-$2.31M
|
-142,000
|
-4%
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$50.3M
|
+$2.66M
|
+163,224
|
+6%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$49M
|
+$16.7M
|
+1,025,224
|
+51%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$46.9M
|
-$14.6M
|
-899,512
|
-24%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$46.8M
|
+$2.23M
|
+137,104
|
+5%
|
|
|
25
|
|
$41.4M
|
-$344K
|
-21,120
|
-0.8%
|
|
