|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$594M
|
+$19.2M
|
+747,499
|
+3%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$331M
|
+$316M
|
+12,329,118
|
New
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$273M
|
+$93.4M
|
+3,642,487
|
+56%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$108M
|
-$3.31M
|
-129,057
|
-3%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$58.4M
|
-$11.2M
|
-434,977
|
-17%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.4M
|
+$2.08M
|
+81,223
|
+6%
|
|
|
7
|
Park Avenue Securities
New York
|
$33.9M
|
+$2.83M
|
+110,487
|
+10%
|
|
|
8
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$32.5M
|
+$15.7M
|
+612,186
|
+102%
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
$29.6M
|
+$5.01M
|
+195,282
|
+21%
|
|
|
10
|
Evanson Asset Management
Carmel,
California
|
$28.9M
|
+$2M
|
+78,185
|
+8%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28M
|
+$1.6M
|
+62,383
|
+6%
|
|
|
12
|
Total Wealth Planning
Cincinnati,
Ohio
|
$25.5M
|
+$1.67M
|
+65,092
|
+7%
|
|
|
13
|
Efficient Advisors
Mason,
Ohio
|
$25.4M
|
+$574K
|
+22,396
|
+2%
|
|
|
14
|
Forum Financial Management
Lombard,
Illinois
|
$21.5M
|
–
|
–
|
–
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$15M
|
+$254K
|
+9,912
|
+2%
|
|
|
16
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$13.9M
|
+$854K
|
+33,323
|
+7%
|
|
|
17
|
Index Fund Advisors
Irvine,
California
|
$13.6M
|
+$2M
|
+78,088
|
+18%
|
|
|
18
|
Larson Financial Group
St Louis,
Missouri
|
$13.5M
|
-$570K
|
-22,237
|
-4%
|
|
|
19
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$12.8M
|
+$109K
|
+4,245
|
+0.9%
|
|
|
20
|
Planning Center Inc
Moline,
Illinois
|
$12.2M
|
+$80.2K
|
+3,129
|
+0.7%
|
|
|
21
|
Corrigan Financial
Middletown,
Rhode Island
|
$11.9M
|
+$1.85M
|
+72,180
|
+19%
|
|
|
22
|
|
$11.5M
|
+$1.57M
|
+61,049
|
+17%
|
|
|
23
|
Aire Advisors
Beverly Hills,
California
|
$10.7M
|
-$371K
|
-14,481
|
-4%
|
|
|
24
|
Root Financial Partners
Encinitas,
California
|
$10.2M
|
+$2.98M
|
+116,288
|
+44%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$10M
|
-$389K
|
-15,170
|
-4%
|
|
