|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$771M
|
+$75.5M
|
+1,152,940
|
+10%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$660M
|
-$60.6M
|
-926,268
|
-8%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$500M
|
-$69.9M
|
-1,068,037
|
-12%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$443M
|
-$10.6M
|
-162,549
|
-2%
|
|
|
5
|
|
$426M
|
+$182M
|
+2,775,335
|
+69%
|
|
|
6
|
|
$393M
|
+$484K
|
+7,390
|
+0.1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$220M
|
+$2.41M
|
+36,866
|
+1%
|
|
|
8
|
Bank of New York Mellon
New York
|
$210M
|
+$3.83M
|
+58,546
|
+2%
|
|
|
9
|
Balentine LLC
Atlanta,
Georgia
|
$204M
|
+$103M
|
+1,578,889
|
+95%
|
|
|
10
|
Suntrust Banks
Atlanta,
Georgia
|
$196M
|
+$18.8M
|
+287,706
|
+10%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$172M
|
+$89.3M
|
+1,365,039
|
+99%
|
|
|
12
|
|
$147M
|
+$480K
|
+7,335
|
+0.3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$144M
|
+$63.7M
|
+973,879
|
+74%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$119M
|
+$124M
|
+1,894,791
|
New
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$111M
|
-$22.5M
|
-344,307
|
-16%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$90.1M
|
+$5.28M
|
+80,668
|
+6%
|
|
|
17
|
Keel Point
Huntsville,
Alabama
|
$87.5M
|
-$4.74M
|
-72,412
|
-5%
|
|
|
18
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$80.1M
|
-$11M
|
-168,765
|
-12%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$76.1M
|
+$5.2M
|
+79,459
|
+7%
|
|
|
20
|
|
$75.5M
|
+$17M
|
+260,374
|
+28%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$68.5M
|
+$6.17M
|
+94,320
|
+9%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$64.6M
|
+$33.5M
|
+512,043
|
+99%
|
|
|
23
|
Natixis Advisors
Boston,
Massachusetts
|
$61.3M
|
-$12.7M
|
-193,779
|
-17%
|
|
|
24
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$59.3M
|
+$2.74M
|
+41,861
|
+5%
|
|
|
25
|
IndexIQ Advisors
New York
|
$55M
|
+$12.8M
|
+195,277
|
+29%
|
|
