|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
1,15 Mrd. $
|
+27,4 Mio. $
|
+263.823
|
+2 %
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
325 Mio. $
|
+19,6 Mio. $
|
+188.403
|
+6 %
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
174 Mio. $
|
+11,2 Mio. $
|
+108.158
|
+6 %
|
|
|
4
|
Mason Investment Advisory Services
Reston,
Virginia
|
167 Mio. $
|
-3,83 Mio. $
|
-36.815
|
-2 %
|
|
|
5
|
Natixis Advisors
Boston,
Massachusetts
|
160 Mio. $
|
+41,5 Mio. $
|
+398.986
|
+30 %
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
102 Mio. $
|
-24 Mio. $
|
-230.774
|
-17 %
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
84,6 Mio. $
|
-3,63 Mio. $
|
-34.886
|
-4 %
|
|
|
8
|
|
84,4 Mio. $
|
-7,08 Mio. $
|
-68.145
|
-7 %
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
73,3 Mio. $
|
+16,9 Mio. $
|
+162.686
|
+26 %
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
73,1 Mio. $
|
+2,04 Mio. $
|
+19.586
|
+3 %
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
72 Mio. $
|
+1,43 Mio. $
|
+13.789
|
+2 %
|
|
|
12
|
AssetMark Inc
Concord,
California
|
66,3 Mio. $
|
-3,32 Mio. $
|
-31.914
|
-4 %
|
|
|
13
|
Bessemer Group
Woodbridge,
New Jersey
|
63,9 Mio. $
|
+5,91 Mio. $
|
+56.802
|
+9 %
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
61,9 Mio. $
|
-34,9 Mio. $
|
-335.569
|
-33 %
|
|
|
15
|
Bank of New York Mellon
New York
|
55,2 Mio. $
|
-158.341 $
|
-1.523
|
-0,3 %
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
49,4 Mio. $
|
+2,16 Mio. $
|
+20.735
|
+4 %
|
|
|
17
|
State Street
Boston,
Massachusetts
|
47,8 Mio. $
|
-1,01 Mio. $
|
-9.737
|
-2 %
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
45,3 Mio. $
|
-3,71 Mio. $
|
-35.691
|
-7 %
|
|
|
19
|
Haverford Trust Company
Radnor,
Pennsylvania
|
41,3 Mio. $
|
+920.624 $
|
+8.855
|
+2 %
|
|
|
20
|
Fusion Family Wealth
Woodbury,
New York
|
40,5 Mio. $
|
-1,02 Mio. $
|
-9.808
|
-3 %
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
36 Mio. $
|
+181.318 $
|
+1.744
|
+0,5 %
|
|
|
22
|
Aspiriant LLC
Los Angeles,
California
|
35 Mio. $
|
+26,1 Mio. $
|
+250.883
|
+198 %
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
35 Mio. $
|
-285.388 $
|
-2.745
|
-0,7 %
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
29,4 Mio. $
|
-7,64 Mio. $
|
-73.452
|
-19 %
|
|
|
25
|
Cerity Partners OCIO
New York
|
29,2 Mio. $
|
+6,41 Mio. $
|
+61.618
|
+24 %
|
|
