|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
US$ 556 mi
|
+US$ 8,04 mi
|
+290.672
|
+2%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
US$ 372 mi
|
–
|
–
|
–
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
US$ 100 mi
|
-US$ 6,8 mi
|
-246.027
|
-7%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$ 87,5 mi
|
-US$ 26,9 mi
|
-971.408
|
-25%
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
US$ 85,2 mi
|
-US$ 25,8 mi
|
-933.825
|
-25%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
US$ 63,4 mi
|
+US$ 9,8 mi
|
+354.289
|
+20%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
US$ 62,3 mi
|
+US$ 7,86 mi
|
+284.166
|
+16%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
US$ 55 mi
|
-US$ 265 mi
|
-9.572.222
|
-84%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
US$ 52,8 mi
|
+US$ 1,92 mi
|
+69.480
|
+4%
|
|
|
10
|
Park Avenue Securities
New York
|
US$ 46,3 mi
|
+US$ 3,09 mi
|
+111.547
|
+8%
|
|
|
11
|
TCI Wealth Advisors
Tucson,
Arizona
|
US$ 42,4 mi
|
+US$ 256 mil
|
+9.255
|
+0,7%
|
|
|
12
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
US$ 40,1 mi
|
-US$ 441 mil
|
-15.963
|
-1%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
US$ 37,1 mi
|
+US$ 1,22 mi
|
+44.140
|
+4%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
US$ 35 mi
|
+US$ 1,1 mi
|
+39.757
|
+4%
|
|
|
15
|
Forum Financial Management
Lombard,
Illinois
|
US$ 34,6 mi
|
-US$ 74,7 mil
|
-2.700
|
-0,2%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
US$ 32,3 mi
|
+US$ 364 mil
|
+13.153
|
+1%
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
US$ 30,8 mi
|
+US$ 28,5 mi
|
+1.031.475
|
Nova
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
US$ 29,5 mi
|
-US$ 1,07 mi
|
-38.847
|
-4%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
US$ 23,3 mi
|
-US$ 991 mil
|
-35.820
|
-4%
|
|
|
20
|
Root Financial Partners
Encinitas,
California
|
US$ 19 mi
|
+US$ 773 mil
|
+27.932
|
+5%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
US$ 17,8 mi
|
+US$ 296 mil
|
+10.697
|
+2%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
US$ 17,7 mi
|
+US$ 16,3 mi
|
+588.735
|
+13.016%
|
|
|
23
|
Modern Wealth Management
Lenexa,
Kansas
|
US$ 17 mi
|
+US$ 15,8 mi
|
+571.257
|
Nova
|
|
|
24
|
|
US$ 15,7 mi
|
+US$ 1,05 mi
|
+38.069
|
+8%
|
|
|
25
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
US$ 14,5 mi
|
-US$ 173 mil
|
-6.270
|
-1%
|
|
