|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$527M
|
+$244M
|
+9,746,618
|
+84%
|
|
|
2
|
Mather Group
Chicago,
Illinois
|
$163M
|
+$7.92M
|
+316,377
|
+5%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$102M
|
+$1.51M
|
+60,396
|
+1%
|
|
|
4
|
Savant Capital
Rockford,
Illinois
|
$64.3M
|
+$10.7M
|
+426,594
|
+20%
|
|
|
5
|
|
$43.7M
|
+$38.1M
|
+1,520,971
|
+604%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$36M
|
+$1.55M
|
+61,855
|
+4%
|
|
|
7
|
Park Avenue Securities
New York
|
$28.4M
|
+$2.83M
|
+113,126
|
+11%
|
|
|
8
|
Evanson Asset Management
Carmel,
California
|
$24.6M
|
+$2.06M
|
+82,298
|
+9%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.4M
|
+$2.41M
|
+96,319
|
+11%
|
|
|
10
|
Total Wealth Planning
Cincinnati,
Ohio
|
$23M
|
+$1.59M
|
+63,504
|
+8%
|
|
|
11
|
Efficient Advisors
Mason,
Ohio
|
$22.7M
|
-$500K
|
-19,980
|
-2%
|
|
|
12
|
TCI Wealth Advisors
Tucson,
Arizona
|
$22.4M
|
+$4.26M
|
+170,154
|
+23%
|
|
|
13
|
Forum Financial Management
Lombard,
Illinois
|
$19.7M
|
–
|
–
|
–
|
|
|
14
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$14.7M
|
+$7.09M
|
+283,339
|
+90%
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$13.5M
|
-$384K
|
-15,354
|
-3%
|
|
|
16
|
Larson Financial Group
St Louis,
Missouri
|
$12.9M
|
-$13.6M
|
-542,118
|
-51%
|
|
|
17
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$12M
|
+$463K
|
+18,504
|
+4%
|
|
|
18
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$11.6M
|
+$506K
|
+20,194
|
+4%
|
|
|
19
|
Planning Center Inc
Moline,
Illinois
|
$11.1M
|
+$162K
|
+6,459
|
+1%
|
|
|
20
|
Index Fund Advisors
Irvine,
California
|
$10.6M
|
+$2.14M
|
+85,467
|
+25%
|
|
|
21
|
Aire Advisors
Beverly Hills,
California
|
$10.2M
|
+$187K
|
+7,481
|
+2%
|
|
|
22
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$9.59M
|
-$39.5K
|
-1,578
|
-0.4%
|
|
|
23
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.28M
|
–
|
–
|
–
|
|
|
24
|
|
$9.02M
|
+$485K
|
+19,359
|
+6%
|
|
|
25
|
Perritt Capital Management
Chicago,
Illinois
|
$7.61M
|
+$173K
|
+6,910
|
+2%
|
|
