|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$616M
|
+$101M
|
+5,939,193
|
+20%
|
|
|
2
|
Avantax Planning Partners
Dubuque,
Iowa
|
$120M
|
+$1.61M
|
+95,256
|
+1%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$108M
|
+$9.5M
|
+561,051
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$54.2M
|
+$31.3M
|
+1,850,283
|
+144%
|
|
|
5
|
|
$39.1M
|
-$495K
|
-29,253
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$38.3M
|
+$680K
|
+40,173
|
+2%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$36.3M
|
+$165K
|
+9,774
|
+0.5%
|
|
|
8
|
Financial Counselors Inc
Overland Park,
Kansas
|
$30.6M
|
-$458K
|
-27,060
|
-2%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$30M
|
+$2.67M
|
+157,530
|
+10%
|
|
|
10
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$29.8M
|
-$369K
|
-21,774
|
-1%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.8M
|
+$949K
|
+56,061
|
+6%
|
|
|
12
|
Gemmer Asset Management
Walnut Creek,
California
|
$15.6M
|
+$430K
|
+25,392
|
+3%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$15.6M
|
+$3.88M
|
+229,071
|
+34%
|
|
|
14
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$14.2M
|
+$234K
|
+13,830
|
+2%
|
|
|
15
|
Summit Asset Management
Memphis,
Tennessee
|
$13.2M
|
+$115K
|
+6,771
|
+0.9%
|
|
|
16
|
Apriem Advisors
Irvine,
California
|
$11.8M
|
+$3.47M
|
+204,720
|
+43%
|
|
|
17
|
One Capital Management
Westlake Village,
California
|
$11.5M
|
+$119K
|
+7,053
|
+1%
|
|
|
18
|
|
$11.1M
|
-$364K
|
-21,489
|
-3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$11M
|
+$153K
|
+9,042
|
+1%
|
|
|
20
|
INVST
Indianapolis,
Indiana
|
$10.9M
|
+$5.11M
|
+301,578
|
+92%
|
|
|
21
|
|
$10.5M
|
+$4.78M
|
+282,522
|
+87%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$10.5M
|
+$313K
|
+18,495
|
+3%
|
|
|
23
|
Denver PWM
Denver,
Colorado
|
$9.14M
|
+$8.77M
|
+517,968
|
New
|
|
|
24
|
Opes Advisors
Cupertino,
California
|
$8.22M
|
+$307K
|
+18,147
|
+4%
|
|
|
25
|
Appleton Group
Appleton,
Wisconsin
|
$8.16M
|
-$4.67K
|
-276
|
-0.1%
|
|
