|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$735M
|
+$13M
|
+733,194
|
+2%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$163M
|
-$1.26M
|
-70,992
|
-0.8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$127M
|
+$16.2M
|
+917,862
|
+13%
|
|
|
4
|
Avantax Planning Partners
Dubuque,
Iowa
|
$106M
|
+$812K
|
+45,894
|
+0.7%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$93.6M
|
+$5.27M
|
+298,065
|
+6%
|
|
|
6
|
|
$75.6M
|
+$79.5M
|
+4,494,336
|
+4,225%
|
|
|
7
|
SEI Investments
Oaks,
Pennsylvania
|
$67.4M
|
+$72.2M
|
+4,081,950
|
+20,663%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$52.3M
|
-$3.67M
|
-207,474
|
-6%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$46.1M
|
+$2.77M
|
+156,468
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$40.8M
|
+$1.88M
|
+106,206
|
+4%
|
|
|
11
|
Krilogy Financial
St. Louis,
Missouri
|
$39.2M
|
-$21.4K
|
-1,212
|
-0.1%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$36.9M
|
+$8.41M
|
+475,374
|
+27%
|
|
|
13
|
|
$33.6M
|
-$2.16M
|
-121,926
|
-6%
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$28.9M
|
+$2.46M
|
+139,308
|
+9%
|
|
|
15
|
Financial Counselors Inc
Overland Park,
Kansas
|
$28.6M
|
+$1.04M
|
+58,869
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.8M
|
+$12.7M
|
+719,799
|
+74%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.3M
|
-$1.89M
|
-106,758
|
-8%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$20.8M
|
+$3.75M
|
+212,214
|
+20%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$20.5M
|
+$2.99M
|
+168,810
|
+16%
|
|
|
20
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$17.7M
|
+$19.1M
|
+1,079,334
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
+$10.2M
|
+576,042
|
+116%
|
|
|
22
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$16.7M
|
-$41.7K
|
-2,358
|
-0.2%
|
|
|
23
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$15.2M
|
+$16.4M
|
+924,432
|
New
|
|
|
24
|
|
$14.6M
|
+$1.33M
|
+74,949
|
+9%
|
|
|
25
|
Glassman Wealth Services
Vienna,
Virginia
|
$14.3M
|
+$15.4M
|
+872,253
|
New
|
|
