|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.16B
|
+$93.7M
|
+2,617,969
|
+4%
|
|
|
2
|
Natixis Advisors
Boston,
Massachusetts
|
$459M
|
+$61.3M
|
+1,713,272
|
+15%
|
|
|
3
|
Matson Money Inc
Mason,
Ohio
|
$418M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$116M
|
+$314K
|
+8,766
|
+0.3%
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$113M
|
+$223K
|
+6,236
|
+0.2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$98.1M
|
+$100M
|
+2,800,171
|
+4,590,444%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$84.4M
|
-$579K
|
-16,185
|
-0.7%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$77.9M
|
+$79.5M
|
+2,220,158
|
+54,900%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.2M
|
+$4.78M
|
+133,617
|
+7%
|
|
|
10
|
Park Avenue Securities
New York
|
$64.9M
|
+$4.08M
|
+113,993
|
+7%
|
|
|
11
|
Modern Wealth Management
Lenexa,
Kansas
|
$61M
|
+$17.1M
|
+478,352
|
+38%
|
|
|
12
|
Root Financial Partners
Encinitas,
California
|
$57.3M
|
+$18.5M
|
+516,725
|
+46%
|
|
|
13
|
Vise Technologies
New York
|
$55.4M
|
+$23.9M
|
+666,311
|
+73%
|
|
|
14
|
TCI Wealth Advisors
Tucson,
Arizona
|
$54.7M
|
+$4.86M
|
+135,631
|
+10%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$52.5M
|
+$2.88M
|
+80,433
|
+6%
|
|
|
16
|
Evanson Financial
Mclean,
Virginia
|
$50.1M
|
+$51.2M
|
+1,430,072
|
New
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
$49.9M
|
+$4.53M
|
+126,583
|
+10%
|
|
|
18
|
Mather Group
Chicago,
Illinois
|
$47.8M
|
-$4.36M
|
-121,743
|
-8%
|
|
|
19
|
|
$44.4M
|
+$20.8M
|
+579,743
|
+84%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.5M
|
+$13.2M
|
+367,864
|
+44%
|
|
|
21
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$42M
|
+$423K
|
+11,828
|
+1%
|
|
|
22
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$35.6M
|
+$1.9M
|
+53,086
|
+6%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$34.3M
|
-$11.5M
|
-321,173
|
-25%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$32.2M
|
+$926K
|
+25,881
|
+3%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$30.6M
|
+$1.53M
|
+42,850
|
+5%
|
|
