|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$435M
|
-$113M
|
-4,443,324
|
-20%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$305M
|
+$2.18M
|
+85,866
|
+0.7%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$262M
|
+$13.2M
|
+520,473
|
+5%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$93.8M
|
-$4.98M
|
-195,778
|
-5%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$51M
|
-$2.55M
|
-100,233
|
-5%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$45.4M
|
+$45.3M
|
+1,783,956
|
+2,729%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.5M
|
+$2.67M
|
+105,130
|
+7%
|
|
|
8
|
Park Avenue Securities
New York
|
$33.9M
|
+$3.02M
|
+118,672
|
+9%
|
|
|
9
|
TCI Wealth Advisors
Tucson,
Arizona
|
$31.8M
|
+$4.79M
|
+188,569
|
+17%
|
|
|
10
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$30.3M
|
+$608K
|
+23,909
|
+2%
|
|
|
11
|
Forum Financial Management
Lombard,
Illinois
|
$28.7M
|
+$9.36M
|
+368,279
|
+46%
|
|
|
12
|
Evanson Asset Management
Carmel,
California
|
$28.2M
|
+$1.79M
|
+70,438
|
+7%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.6M
|
+$2M
|
+78,538
|
+8%
|
|
|
14
|
Efficient Advisors
Mason,
Ohio
|
$25.5M
|
+$2.4M
|
+94,411
|
+10%
|
|
|
15
|
Total Wealth Planning
Cincinnati,
Ohio
|
$24.9M
|
+$1.58M
|
+62,163
|
+7%
|
|
|
16
|
Index Fund Advisors
Irvine,
California
|
$14M
|
+$1.56M
|
+61,465
|
+12%
|
|
|
17
|
Merriman Wealth Management
Seattle,
Washington
|
$13.1M
|
-$608K
|
-23,940
|
-4%
|
|
|
18
|
Root Financial Partners
Encinitas,
California
|
$12.4M
|
+$3.15M
|
+124,042
|
+33%
|
|
|
19
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$11.8M
|
+$132K
|
+5,192
|
+1%
|
|
|
20
|
Corrigan Financial
Middletown,
Rhode Island
|
$11.8M
|
+$1M
|
+39,488
|
+9%
|
|
|
21
|
Larson Financial Group
St Louis,
Missouri
|
$11.4M
|
-$957K
|
-37,663
|
-8%
|
|
|
22
|
Planning Center Inc
Moline,
Illinois
|
$11.2M
|
+$52.6K
|
+2,070
|
+0.5%
|
|
|
23
|
|
$11.2M
|
+$723K
|
+28,444
|
+7%
|
|
|
24
|
Aire Advisors
Beverly Hills,
California
|
$10.4M
|
+$671K
|
+26,406
|
+7%
|
|
|
25
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$9.58M
|
+$9.92M
|
+390,150
|
New
|
|
