|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$556M
|
+$8.04M
|
+290,672
|
+2%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$372M
|
–
|
–
|
–
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$99.8M
|
-$6.8M
|
-246,027
|
-7%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$87.5M
|
-$26.9M
|
-971,408
|
-25%
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$85.2M
|
-$25.8M
|
-933,825
|
-25%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$63.4M
|
+$9.8M
|
+354,289
|
+20%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$62.3M
|
+$7.86M
|
+284,166
|
+16%
|
|
|
8
|
Mather Group
Chicago,
Illinois
|
$55M
|
-$265M
|
-9,572,222
|
-84%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.8M
|
+$1.92M
|
+69,480
|
+4%
|
|
|
10
|
Park Avenue Securities
New York
|
$46.3M
|
+$3.09M
|
+111,547
|
+8%
|
|
|
11
|
TCI Wealth Advisors
Tucson,
Arizona
|
$42.4M
|
+$256K
|
+9,255
|
+0.7%
|
|
|
12
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$40.1M
|
-$441K
|
-15,963
|
-1%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$37.1M
|
+$1.22M
|
+44,140
|
+4%
|
|
|
14
|
Evanson Asset Management
Carmel,
California
|
$35M
|
+$1.1M
|
+39,757
|
+4%
|
|
|
15
|
Forum Financial Management
Lombard,
Illinois
|
$34.6M
|
-$74.7K
|
-2,700
|
-0.2%
|
|
|
16
|
Total Wealth Planning
Cincinnati,
Ohio
|
$32.3M
|
+$364K
|
+13,153
|
+1%
|
|
|
17
|
Miracle Mile Advisors
Los Angeles,
California
|
$30.8M
|
+$28.5M
|
+1,031,475
|
New
|
|
|
18
|
Efficient Advisors
Mason,
Ohio
|
$29.5M
|
-$1.07M
|
-38,847
|
-4%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23.3M
|
-$991K
|
-35,820
|
-4%
|
|
|
20
|
Root Financial Partners
Encinitas,
California
|
$19M
|
+$773K
|
+27,932
|
+5%
|
|
|
21
|
Index Fund Advisors
Irvine,
California
|
$17.8M
|
+$296K
|
+10,697
|
+2%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.7M
|
+$16.3M
|
+588,735
|
+13,016%
|
|
|
23
|
Modern Wealth Management
Lenexa,
Kansas
|
$17M
|
+$15.8M
|
+571,257
|
New
|
|
|
24
|
|
$15.7M
|
+$1.05M
|
+38,069
|
+8%
|
|
|
25
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$14.5M
|
-$173K
|
-6,270
|
-1%
|
|
