|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.56億
|
+$804万
|
+290,672
|
+2%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$3.72億
|
–
|
–
|
–
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$9978万
|
-$680万
|
-246,027
|
-7%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8748万
|
-$2687万
|
-971,408
|
-25%
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$8523万
|
-$2583万
|
-933,825
|
-25%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$6336万
|
+$980万
|
+354,289
|
+20%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$6234万
|
+$786万
|
+284,166
|
+16%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$5501万
|
-$2.65億
|
-9,572,222
|
-84%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$5283万
|
+$192万
|
+69,480
|
+4%
|
|
|
10
|
Park Avenue Securities
New York
|
$4630万
|
+$309万
|
+111,547
|
+8%
|
|
|
11
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4239万
|
+$25.6万
|
+9,255
|
+0.7%
|
|
|
12
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$4015万
|
-$44.1万
|
-15,963
|
-1%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3712万
|
+$122万
|
+44,140
|
+4%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$3498万
|
+$110万
|
+39,757
|
+4%
|
|
|
15
|
Forum Financial Management
Lombard,
Illinois
|
$3458万
|
-$7.47万
|
-2,700
|
-0.2%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3234万
|
+$36.4万
|
+13,153
|
+1%
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
$3078万
|
+$2853万
|
+1,031,475
|
新規
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
$2951万
|
-$107万
|
-38,847
|
-4%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2329万
|
-$99.1万
|
-35,820
|
-4%
|
|
|
20
|
Root Financial Partners
Encinitas,
California
|
$1899万
|
+$77.3万
|
+27,932
|
+5%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
$1778万
|
+$29.6万
|
+10,697
|
+2%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1770万
|
+$1628万
|
+588,735
|
+13,016%
|
|
|
23
|
Modern Wealth Management
Lenexa,
Kansas
|
$1705万
|
+$1580万
|
+571,257
|
新規
|
|
|
24
|
|
$1572万
|
+$105万
|
+38,069
|
+8%
|
|
|
25
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$1454万
|
-$17.3万
|
-6,270
|
-1%
|
|
