|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.05B
|
-$326M
|
-4,806,309
|
-14%
|
|
|
2
|
Bank of New York Mellon
New York
|
$937M
|
+$53.7M
|
+790,896
|
+6%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$764M
|
-$31.3M
|
-460,330
|
-4%
|
|
|
4
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$349M
|
–
|
–
|
–
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$318M
|
-$9.65M
|
-142,063
|
-3%
|
|
|
6
|
|
$273M
|
+$278M
|
+4,090,382
|
+17,905%
|
|
|
7
|
Matson Money Inc
Mason,
Ohio
|
$227M
|
+$15.8M
|
+233,331
|
+7%
|
|
|
8
|
|
$226M
|
+$361K
|
+5,323
|
+0.2%
|
|
|
9
|
|
$192M
|
+$2.18M
|
+32,089
|
+1%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$188M
|
-$9.32M
|
-137,177
|
-5%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$178M
|
+$8.59M
|
+126,520
|
+5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$163M
|
-$198M
|
-2,920,549
|
-54%
|
|
|
13
|
Natixis Advisors
Boston,
Massachusetts
|
$150M
|
-$8.21M
|
-120,826
|
-5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$142M
|
-$8.42M
|
-124,054
|
-5%
|
|
|
15
|
VOYA Investment Management
Atlanta,
Georgia
|
$133M
|
+$9.21M
|
+135,674
|
+7%
|
|
|
16
|
|
$130M
|
+$12.8M
|
+187,775
|
+11%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$105M
|
-$13.7M
|
-201,812
|
-11%
|
|
|
18
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$104M
|
+$2.81M
|
+41,315
|
+3%
|
|
|
19
|
Northern Trust
Chicago,
Illinois
|
$92.4M
|
-$1.57M
|
-23,167
|
-2%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$81.3M
|
-$12.3M
|
-180,438
|
-13%
|
|
|
21
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$69.8M
|
+$2.36M
|
+34,713
|
+3%
|
|
|
22
|
Modera Wealth Management
Westwood,
New Jersey
|
$62.2M
|
+$1.86M
|
+27,332
|
+3%
|
|
|
23
|
Kabouter Management
Chicago,
Illinois
|
$60.6M
|
-$15.6M
|
-229,494
|
-20%
|
|
|
24
|
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
$56.6M
|
+$58M
|
+853,500
|
New
|
|
|
25
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$49.2M
|
+$2.37M
|
+34,902
|
+5%
|
|
