|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.92B
|
+$452M
|
+12,990,302
|
+28%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$401M
|
-$7.63M
|
-219,020
|
-2%
|
|
|
3
|
Natixis Advisors
Boston,
Massachusetts
|
$383M
|
+$59.8M
|
+1,716,033
|
+18%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$111M
|
-$9.45M
|
-271,359
|
-8%
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$108M
|
-$9.38M
|
-269,312
|
-8%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$94M
|
-$84M
|
-2,411,195
|
-46%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$81.7M
|
+$338K
|
+9,695
|
+0.4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$62M
|
+$2.75M
|
+78,931
|
+4%
|
|
|
9
|
Park Avenue Securities
New York
|
$58.6M
|
+$1.82M
|
+52,321
|
+3%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$50M
|
-$2.71M
|
-77,958
|
-5%
|
|
|
11
|
TCI Wealth Advisors
Tucson,
Arizona
|
$48M
|
-$524K
|
-15,048
|
-1%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$47.7M
|
+$514K
|
+14,760
|
+1%
|
|
|
13
|
Evanson Asset Management
Carmel,
California
|
$47.2M
|
+$2.28M
|
+65,502
|
+5%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$43.8M
|
+$3.04M
|
+87,268
|
+7%
|
|
|
15
|
Miracle Mile Advisors
Los Angeles,
California
|
$43.7M
|
+$2.76M
|
+79,210
|
+7%
|
|
|
16
|
Modern Wealth Management
Lenexa,
Kansas
|
$43.1M
|
+$3.71M
|
+106,639
|
+9%
|
|
|
17
|
|
$42.6M
|
+$16.2M
|
+466,024
|
+58%
|
|
|
18
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$40M
|
-$3.75M
|
-107,648
|
-8%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38.2M
|
+$3.03M
|
+87,109
|
+8%
|
|
|
20
|
Root Financial Partners
Encinitas,
California
|
$37.7M
|
+$2.85M
|
+81,937
|
+8%
|
|
|
21
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$32.4M
|
+$12.9M
|
+370,307
|
+63%
|
|
|
22
|
Vise Technologies
New York
|
$30.2M
|
–
|
–
|
–
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$30.1M
|
+$9.64M
|
+276,792
|
+45%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.5M
|
+$5.35M
|
+153,677
|
+22%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$28M
|
+$149K
|
+4,275
|
+0.5%
|
|
