|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
556 Mio. $
|
+8,04 Mio. $
|
+290.672
|
+2 %
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
372 Mio. $
|
–
|
–
|
–
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
100 Mio. $
|
-6,8 Mio. $
|
-246.027
|
-7 %
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
87,5 Mio. $
|
-26,9 Mio. $
|
-971.408
|
-25 %
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
85,2 Mio. $
|
-25,8 Mio. $
|
-933.825
|
-25 %
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
63,4 Mio. $
|
+9,8 Mio. $
|
+354.289
|
+20 %
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
62,3 Mio. $
|
+7,86 Mio. $
|
+284.166
|
+16 %
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
55 Mio. $
|
-265 Mio. $
|
-9.572.222
|
-84 %
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
52,8 Mio. $
|
+1,92 Mio. $
|
+69.480
|
+4 %
|
|
|
10
|
Park Avenue Securities
New York
|
46,3 Mio. $
|
+3,09 Mio. $
|
+111.547
|
+8 %
|
|
|
11
|
TCI Wealth Advisors
Tucson,
Arizona
|
42,4 Mio. $
|
+255.969 $
|
+9.255
|
+0,7 %
|
|
|
12
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
40,1 Mio. $
|
-441.495 $
|
-15.963
|
-1 %
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
37,1 Mio. $
|
+1,22 Mio. $
|
+44.140
|
+4 %
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
35 Mio. $
|
+1,1 Mio. $
|
+39.757
|
+4 %
|
|
|
15
|
Forum Financial Management
Lombard,
Illinois
|
34,6 Mio. $
|
-74.675 $
|
-2.700
|
-0,2 %
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
32,3 Mio. $
|
+363.778 $
|
+13.153
|
+1 %
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
30,8 Mio. $
|
+28,5 Mio. $
|
+1.031.475
|
Neu
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
29,5 Mio. $
|
-1,07 Mio. $
|
-38.847
|
-4 %
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
23,3 Mio. $
|
-990.688 $
|
-35.820
|
-4 %
|
|
|
20
|
Root Financial Partners
Encinitas,
California
|
19 Mio. $
|
+772.526 $
|
+27.932
|
+5 %
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
17,8 Mio. $
|
+295.851 $
|
+10.697
|
+2 %
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
17,7 Mio. $
|
+16,3 Mio. $
|
+588.735
|
+13.016 %
|
|
|
23
|
Modern Wealth Management
Lenexa,
Kansas
|
17 Mio. $
|
+15,8 Mio. $
|
+571.257
|
Neu
|
|
|
24
|
|
15,7 Mio. $
|
+1,05 Mio. $
|
+38.069
|
+8 %
|
|
|
25
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
14,5 Mio. $
|
-173.412 $
|
-6.270
|
-1 %
|
|
