|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.51B
|
+$370M
|
+11,624,686
|
+34%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$400M
|
-$2.21M
|
-69,292
|
-0.6%
|
|
|
3
|
Natixis Advisors
Boston,
Massachusetts
|
$319M
|
+$53.5M
|
+1,681,157
|
+21%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$171M
|
+$65.2M
|
+2,046,358
|
+65%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$118M
|
+$1.46M
|
+45,937
|
+1%
|
|
|
6
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$115M
|
+$1.56M
|
+48,951
|
+1%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$79.6M
|
+$1.76M
|
+55,192
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$58.1M
|
+$2.31M
|
+72,527
|
+4%
|
|
|
9
|
Park Avenue Securities
New York
|
$55.6M
|
+$2.68M
|
+84,056
|
+5%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$51.5M
|
-$2.06M
|
-64,687
|
-4%
|
|
|
11
|
TCI Wealth Advisors
Tucson,
Arizona
|
$47.5M
|
+$702K
|
+22,047
|
+2%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46.2M
|
+$1.46M
|
+45,819
|
+3%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$44M
|
+$1.18M
|
+37,099
|
+3%
|
|
|
14
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$42.6M
|
-$826K
|
-25,932
|
-2%
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$40.1M
|
+$1.34M
|
+42,235
|
+4%
|
|
|
16
|
Savant Capital
Rockford,
Illinois
|
$40M
|
-$20.8M
|
-654,710
|
-35%
|
|
|
17
|
Forum Financial Management
Lombard,
Illinois
|
$38.1M
|
–
|
–
|
–
|
|
|
18
|
Modern Wealth Management
Lenexa,
Kansas
|
$38.1M
|
+$6.23M
|
+195,537
|
+20%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34.5M
|
+$33.1M
|
+1,038,526
|
+12,986%
|
|
|
20
|
Root Financial Partners
Encinitas,
California
|
$34.1M
|
+$4.56M
|
+143,118
|
+16%
|
|
|
21
|
Vise Technologies
New York
|
$30.2M
|
+$21.4M
|
+671,862
|
+275%
|
|
|
22
|
Efficient Advisors
Mason,
Ohio
|
$27.7M
|
-$5.2M
|
-163,271
|
-16%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$27.2M
|
-$1.42M
|
-44,501
|
-5%
|
|
|
24
|
|
$26.4M
|
+$15.4M
|
+484,942
|
+154%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.8M
|
+$2.65M
|
+83,233
|
+14%
|
|
