|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.63B
|
+$106M
|
+1,299,093
|
+3%
|
|
|
2
|
Windhaven Investment Management
Boston,
Massachusetts
|
$1.1B
|
-$92.1M
|
-1,130,201
|
-8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$902M
|
+$12.4M
|
+151,855
|
+1%
|
|
|
4
|
|
$850M
|
+$838M
|
+10,285,522
|
+11,359%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$681M
|
+$11.9M
|
+145,408
|
+2%
|
|
|
6
|
|
$467M
|
+$9.38M
|
+115,138
|
+2%
|
|
|
7
|
|
$431M
|
–
|
–
|
–
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$388M
|
-$29.6M
|
-363,106
|
-7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$383M
|
+$58.1M
|
+712,590
|
+18%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$375M
|
+$66.6M
|
+816,927
|
+22%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$235M
|
-$669K
|
-8,206
|
-0.3%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$214M
|
+$21.3M
|
+260,807
|
+11%
|
|
|
13
|
IndexIQ Advisors
New York
|
$191M
|
-$40.2M
|
-493,356
|
-17%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$154M
|
+$4.29M
|
+52,583
|
+3%
|
|
|
15
|
Morningstar Investment Services
Chicago,
Illinois
|
$143M
|
-$981K
|
-12,033
|
-0.7%
|
|
|
16
|
Bank of New York Mellon
New York
|
$137M
|
-$57.8M
|
-709,565
|
-30%
|
|
|
17
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$132M
|
–
|
–
|
–
|
|
|
18
|
Natixis Advisors
Boston,
Massachusetts
|
$128M
|
+$2.72M
|
+33,332
|
+2%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$119M
|
+$9.91M
|
+121,621
|
+9%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$119M
|
+$12.7M
|
+156,412
|
+12%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$116M
|
+$55.7M
|
+683,512
|
+94%
|
|
|
22
|
Suntrust Banks
Atlanta,
Georgia
|
$113M
|
-$4.02M
|
-49,335
|
-3%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$104M
|
+$15.7M
|
+192,776
|
+18%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$86.3M
|
-$2.43M
|
-29,774
|
-3%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$80.4M
|
-$22M
|
-269,851
|
-22%
|
|
