|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$481M
|
+$17.8M
|
+695,233
|
+4%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$322M
|
+$1.56M
|
+60,830
|
+0.5%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$295M
|
+$18.9M
|
+737,578
|
+7%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$101M
|
+$99.8M
|
+3,903,101
|
New
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$97.9M
|
+$96.9M
|
+3,790,191
|
New
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$92.8M
|
-$5.87M
|
-229,452
|
-6%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$46.6M
|
-$1.13M
|
-44,276
|
-2%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$45.7M
|
-$7.83M
|
-305,969
|
-15%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$44M
|
+$1.33M
|
+51,869
|
+3%
|
|
|
10
|
Park Avenue Securities
New York
|
$37.2M
|
+$1.5M
|
+58,707
|
+4%
|
|
|
11
|
TCI Wealth Advisors
Tucson,
Arizona
|
$36.5M
|
+$3.02M
|
+118,166
|
+9%
|
|
|
12
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$35.2M
|
+$3.25M
|
+127,027
|
+10%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31M
|
+$1.95M
|
+76,201
|
+7%
|
|
|
14
|
Forum Financial Management
Lombard,
Illinois
|
$30M
|
-$160K
|
-6,254
|
-0.5%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$29.3M
|
-$382K
|
-14,923
|
-1%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
$27.7M
|
+$1.45M
|
+56,762
|
+6%
|
|
|
17
|
Efficient Advisors
Mason,
Ohio
|
$26.6M
|
-$300K
|
-11,749
|
-1%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$22M
|
+$21.7M
|
+849,812
|
New
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$21.1M
|
+$13.5M
|
+526,840
|
+182%
|
|
|
20
|
Root Financial Partners
Encinitas,
California
|
$15.7M
|
+$2.64M
|
+103,236
|
+20%
|
|
|
21
|
Corrigan Financial
Middletown,
Rhode Island
|
$15.3M
|
+$2.79M
|
+109,027
|
+23%
|
|
|
22
|
Index Fund Advisors
Irvine,
California
|
$15.1M
|
+$394K
|
+15,404
|
+3%
|
|
|
23
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$12.8M
|
+$286K
|
+11,201
|
+2%
|
|
|
24
|
|
$12.6M
|
+$846K
|
+33,074
|
+7%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$12.6M
|
+$5.03M
|
+196,609
|
+68%
|
|
