|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$1.55B
|
-$312M
|
-18,032,560
|
-17%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$469M
|
+$5.2M
|
+300,800
|
+1%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$427M
|
+$40.6M
|
+2,348,824
|
+11%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$395M
|
+$11.6M
|
+668,528
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$269M
|
+$64.3M
|
+3,716,944
|
+34%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$237M
|
-$12.6M
|
-729,896
|
-5%
|
|
|
7
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$199M
|
+$7.07M
|
+408,672
|
+4%
|
|
|
8
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$150M
|
+$4.58M
|
+265,000
|
+3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$115M
|
+$3.25M
|
+188,064
|
+3%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$105M
|
-$6.02M
|
-347,952
|
-6%
|
|
|
11
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$99.8M
|
-$1.25M
|
-72,512
|
-1%
|
|
|
12
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$91M
|
+$11.3M
|
+651,600
|
+16%
|
|
|
13
|
Krilogy Financial
St. Louis,
Missouri
|
$90.6M
|
-$855K
|
-49,400
|
-1%
|
|
|
14
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$89.9M
|
+$65.5K
|
+3,784
|
+0.1%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$89.8M
|
-$5.25M
|
-303,712
|
-6%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87.2M
|
–
|
–
|
–
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$73.5M
|
+$235K
|
+13,560
|
+0.3%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$72.3M
|
+$6.56M
|
+379,016
|
+11%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$71.2M
|
-$2.21M
|
-127,472
|
-3%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$58M
|
-$1.6M
|
-92,328
|
-3%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$56.9M
|
+$48.9M
|
+2,828,424
|
+980%
|
|
|
22
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$53.6M
|
-$1.41M
|
-81,432
|
-3%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52.1M
|
-$561K
|
-32,432
|
-1%
|
|
|
24
|
Gemmer Asset Management
Walnut Creek,
California
|
$50.2M
|
-$6.05M
|
-349,904
|
-11%
|
|
|
25
|
|
$48.3M
|
+$1.66M
|
+95,920
|
+4%
|
|
