|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$694M
|
+$34.8M
|
+1,901,427
|
+5%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$139M
|
+$15.2M
|
+830,979
|
+12%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$105M
|
+$2.82M
|
+153,852
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$87.9M
|
-$37M
|
-2,021,628
|
-29%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$56.5M
|
+$47.4M
|
+2,589,147
|
+420%
|
|
|
6
|
|
$41.2M
|
-$798K
|
-43,578
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$40.4M
|
+$614K
|
+33,492
|
+1%
|
|
|
8
|
Krilogy Financial
St. Louis,
Missouri
|
$39.8M
|
+$2.03M
|
+110,721
|
+5%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37.3M
|
+$2.34M
|
+127,836
|
+6%
|
|
|
10
|
Financial Counselors Inc
Overland Park,
Kansas
|
$30.9M
|
+$1.19M
|
+65,007
|
+4%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$29.8M
|
+$247K
|
+13,461
|
+0.8%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$29.6M
|
+$1.51M
|
+82,245
|
+5%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$23.7M
|
+$4.69M
|
+256,062
|
+23%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.7M
|
+$4.09M
|
+223,122
|
+22%
|
|
|
15
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$18.1M
|
+$664K
|
+36,219
|
+4%
|
|
|
16
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$16.2M
|
+$417K
|
+22,746
|
+3%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$16.2M
|
-$50.5K
|
-2,754
|
-0.3%
|
|
|
18
|
INVST
Indianapolis,
Indiana
|
$14.3M
|
+$1.92M
|
+104,595
|
+14%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$877K
|
+47,841
|
+6%
|
|
|
20
|
Summit Asset Management
Memphis,
Tennessee
|
$13.2M
|
+$236K
|
+12,897
|
+2%
|
|
|
21
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$13.1M
|
-$39.1K
|
-2,133
|
-0.3%
|
|
|
22
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$13.1M
|
+$1.79M
|
+97,575
|
+15%
|
|
|
23
|
|
$12.7M
|
+$930K
|
+50,775
|
+8%
|
|
|
24
|
Apriem Advisors
Irvine,
California
|
$12.4M
|
-$888K
|
-48,483
|
-6%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$11.9M
|
-$3.51M
|
-191,832
|
-22%
|
|
