|
1
|
|
$557M
|
+$26.5M
|
+540,187
|
+5%
|
|
|
2
|
Matson Money Inc
Mason,
Ohio
|
$419M
|
+$185K
|
+3,765
|
+0%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$211M
|
+$6.98M
|
+142,340
|
+3%
|
|
|
4
|
|
$190M
|
+$53.9M
|
+1,098,616
|
+40%
|
|
|
5
|
Mather Group
Chicago,
Illinois
|
$81.7M
|
+$3.33M
|
+67,840
|
+4%
|
|
|
6
|
SageView Advisory Group
Newport Beach,
California
|
$62.1M
|
+$7.59M
|
+154,872
|
+14%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.9M
|
+$9.7M
|
+197,898
|
+19%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.6M
|
+$1.29M
|
+26,304
|
+2%
|
|
|
9
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$48.5M
|
-$26.5M
|
-539,929
|
-35%
|
|
|
10
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$44.1M
|
+$483K
|
+9,847
|
+1%
|
|
|
11
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$35.6M
|
+$25.1M
|
+511,273
|
+243%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.9M
|
+$1.87M
|
+38,166
|
+7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$28.4M
|
+$807K
|
+16,463
|
+3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$27.3M
|
+$17.8M
|
+363,510
|
+190%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$25.1M
|
+$6.35M
|
+129,514
|
+34%
|
|
|
16
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$25M
|
+$1.35M
|
+27,571
|
+6%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
+$4.05M
|
+82,595
|
+20%
|
|
|
18
|
Amarillo National Bank
Amarillo,
Texas
|
$22.5M
|
+$400K
|
+8,153
|
+2%
|
|
|
19
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$22.2M
|
+$351K
|
+7,153
|
+2%
|
|
|
20
|
|
$21.5M
|
-$2.27M
|
-46,203
|
-10%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$20.9M
|
+$831K
|
+16,946
|
+4%
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$20.8M
|
+$947K
|
+19,314
|
+5%
|
|
|
23
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$20.6M
|
+$3.57M
|
+72,815
|
+21%
|
|
|
24
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$20.4M
|
+$306K
|
+6,247
|
+2%
|
|
|
25
|
Agincourt Capital Management
Richmond,
Virginia
|
$20.3M
|
-$5.86M
|
-119,575
|
-22%
|
|
