|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$757M
|
+$59.1M
|
+3,311,760
|
+8%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$153M
|
+$11.5M
|
+643,344
|
+8%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$110M
|
+$4.07M
|
+228,234
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$18.9M
|
+1,060,728
|
+21%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$69.9M
|
+$46.4M
|
+2,599,047
|
+193%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$60.4M
|
+$3.64M
|
+204,162
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$42M
|
+$1.45M
|
+81,189
|
+4%
|
|
|
8
|
Krilogy Financial
St. Louis,
Missouri
|
$41.2M
|
+$1.2M
|
+66,996
|
+3%
|
|
|
9
|
|
$40.2M
|
-$1.23M
|
-68,679
|
-3%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37.3M
|
–
|
–
|
–
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$30M
|
+$275K
|
+15,405
|
+0.9%
|
|
|
12
|
Financial Counselors Inc
Overland Park,
Kansas
|
$29.7M
|
+$268M
|
+15,000,570
|
+854%
|
|
|
13
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$29.4M
|
-$586K
|
-32,832
|
-2%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$23.7M
|
+$1.87M
|
+104,850
|
+8%
|
|
|
15
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$18.2M
|
–
|
–
|
–
|
|
|
16
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$16.9M
|
+$655K
|
+36,723
|
+4%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$16.7M
|
+$449K
|
+25,155
|
+3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$1.55M
|
+86,685
|
+11%
|
|
|
19
|
INVST
Indianapolis,
Indiana
|
$14.6M
|
-$185K
|
-10,368
|
-1%
|
|
|
20
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$13.8M
|
+$657K
|
+36,825
|
+5%
|
|
|
21
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$13.5M
|
+$247K
|
+13,854
|
+2%
|
|
|
22
|
|
$13.1M
|
+$325K
|
+18,198
|
+3%
|
|
|
23
|
Summit Asset Management
Memphis,
Tennessee
|
$13M
|
-$242K
|
-13,563
|
-2%
|
|
|
24
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$11.7M
|
+$227K
|
+12,747
|
+2%
|
|
|
25
|
One Capital Management
Westlake Village,
California
|
$11.5M
|
+$49.8K
|
+2,790
|
+0.4%
|
|
