|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.07B
|
+$474M
|
+15,430,172
|
+83%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$386M
|
-$8.23M
|
-267,879
|
-2%
|
|
|
3
|
Natixis Advisors
Boston,
Massachusetts
|
$253M
|
+$243M
|
+7,897,105
|
+8,665%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$112M
|
+$18.2M
|
+593,913
|
+20%
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$108M
|
+$17.6M
|
+571,830
|
+20%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$99.8M
|
-$5.76M
|
-187,499
|
-6%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$74.7M
|
+$8.38M
|
+272,771
|
+13%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$59.1M
|
-$7.83M
|
-254,742
|
-12%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$53.5M
|
-$2.47M
|
-80,354
|
-5%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$51.5M
|
-$6.63M
|
-215,839
|
-12%
|
|
|
11
|
Park Avenue Securities
New York
|
$50.7M
|
+$1.59M
|
+51,822
|
+3%
|
|
|
12
|
TCI Wealth Advisors
Tucson,
Arizona
|
$44.9M
|
-$37.3K
|
-1,214
|
-0.1%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42.9M
|
+$3.48M
|
+113,156
|
+9%
|
|
|
14
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$41.8M
|
-$775K
|
-25,232
|
-2%
|
|
|
15
|
Evanson Asset Management
Carmel,
California
|
$41.1M
|
+$3.89M
|
+126,756
|
+11%
|
|
|
16
|
Miracle Mile Advisors
Los Angeles,
California
|
$37.2M
|
+$4.43M
|
+144,046
|
+14%
|
|
|
17
|
Forum Financial Management
Lombard,
Illinois
|
$36.6M
|
-$61.4K
|
-2,000
|
-0.2%
|
|
|
18
|
Total Wealth Planning
Cincinnati,
Ohio
|
$36M
|
+$1.63M
|
+53,024
|
+5%
|
|
|
19
|
Efficient Advisors
Mason,
Ohio
|
$31.8M
|
+$467K
|
+15,197
|
+2%
|
|
|
20
|
Modern Wealth Management
Lenexa,
Kansas
|
$30.4M
|
+$12M
|
+389,303
|
+68%
|
|
|
21
|
Root Financial Partners
Encinitas,
California
|
$28.3M
|
+$7.9M
|
+257,299
|
+40%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27.5M
|
+$2.76M
|
+89,950
|
+12%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20M
|
+$19.4M
|
+631,530
|
New
|
|
|
24
|
Index Fund Advisors
Irvine,
California
|
$19.3M
|
+$439K
|
+14,294
|
+2%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.2M
|
+$465K
|
+15,122
|
+3%
|
|
