|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.93B
|
-$59.1M
|
-579,230
|
-2%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$2.37B
|
+$121M
|
+1,187,441
|
+5%
|
|
|
3
|
Savant Capital
Rockford,
Illinois
|
$1.15B
|
+$8.4M
|
+82,353
|
+0.7%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$437M
|
+$26.2M
|
+256,938
|
+6%
|
|
|
5
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$411M
|
+$21.7M
|
+212,979
|
+5%
|
|
|
6
|
Accredited Investors
Edina,
Minnesota
|
$263M
|
+$2.41M
|
+23,628
|
+0.9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$256M
|
+$28.7M
|
+280,862
|
+12%
|
|
|
8
|
Mason Investment Advisory Services
Reston,
Virginia
|
$236M
|
-$5.67M
|
-55,584
|
-2%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$219M
|
+$11.1M
|
+108,785
|
+5%
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$166M
|
+$2.14M
|
+20,980
|
+1%
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$165M
|
-$6.55M
|
-64,174
|
-4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$163M
|
+$21.4M
|
+210,017
|
+15%
|
|
|
13
|
|
$142M
|
+$9.14M
|
+89,620
|
+7%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$133M
|
-$124M
|
-1,213,351
|
-48%
|
|
|
15
|
American Century Companies
Kansas City,
Missouri
|
$120M
|
+$16.7M
|
+163,980
|
+16%
|
|
|
16
|
|
$109M
|
+$23.1M
|
+226,003
|
+26%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$95.6M
|
+$2.01M
|
+19,654
|
+2%
|
|
|
18
|
Unison Advisors
Washington,
District of Columbia
|
$82.6M
|
-$146K
|
-1,428
|
-0.2%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$79.9M
|
+$50.3M
|
+492,655
|
+160%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$76.2M
|
+$16.5M
|
+162,063
|
+27%
|
|
|
21
|
TCI Wealth Advisors
Tucson,
Arizona
|
$69.7M
|
-$226K
|
-2,219
|
-0.3%
|
|
|
22
|
Frontier Asset Management
Sheridan,
Wyoming
|
$65.9M
|
+$7.8M
|
+76,400
|
+13%
|
|
|
23
|
Sequoia Financial Advisors
Akron,
Ohio
|
$64.6M
|
+$1.09M
|
+10,637
|
+2%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$63M
|
+$1.85M
|
+18,165
|
+3%
|
|
|
25
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$56.4M
|
+$1.26M
|
+12,355
|
+2%
|
|
