|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.39B
|
+$58.2M
|
+1,060,625
|
+4%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$447M
|
-$9.67M
|
-176,313
|
-2%
|
|
|
3
|
Bank of New York Mellon
New York
|
$386M
|
-$190M
|
-3,459,689
|
-30%
|
|
|
4
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$257M
|
–
|
–
|
–
|
|
|
5
|
|
$250M
|
+$98.1M
|
+1,789,473
|
+54%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$244M
|
+$5.52M
|
+100,686
|
+2%
|
|
|
7
|
Matson Money Inc
Mason,
Ohio
|
$186M
|
+$4.22M
|
+76,998
|
+2%
|
|
|
8
|
|
$140M
|
-$12.3K
|
-224
|
-0%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$135M
|
+$63.4K
|
+1,156
|
+0%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$119M
|
+$13.5M
|
+245,729
|
+11%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$117M
|
+$47.6M
|
+868,331
|
+57%
|
|
|
12
|
VOYA Investment Management
Atlanta,
Georgia
|
$110M
|
+$2.67M
|
+48,635
|
+2%
|
|
|
13
|
Natixis Advisors
Boston,
Massachusetts
|
$108M
|
-$12.2M
|
-223,187
|
-9%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
-$9.47M
|
-172,770
|
-7%
|
|
|
15
|
|
$87M
|
+$1.55M
|
+28,338
|
+2%
|
|
|
16
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$79.2M
|
+$1.07M
|
+19,580
|
+1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$75.2M
|
+$11.3M
|
+206,345
|
+15%
|
|
|
18
|
Kabouter Management
Chicago,
Illinois
|
$69.2M
|
+$7M
|
+127,710
|
+10%
|
|
|
19
|
Northern Trust
Chicago,
Illinois
|
$67.7M
|
-$1.93M
|
-35,143
|
-2%
|
|
|
20
|
Modera Wealth Management
Westwood,
New Jersey
|
$57.7M
|
+$7.62M
|
+138,998
|
+13%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$47.6M
|
-$6.39M
|
-116,589
|
-11%
|
|
|
22
|
Nuveen
Charlotte,
North Carolina
|
$47.4M
|
+$31.2M
|
+568,715
|
+141%
|
|
|
23
|
Wellington Management Group
Boston,
Massachusetts
|
$45.1M
|
+$18.2M
|
+332,449
|
+56%
|
|
|
24
|
Washington Trust Bank
Spokane,
Washington
|
$41.9M
|
+$30.5M
|
+555,857
|
+183%
|
|
|
25
|
Ballentine Partners
Waltham,
Massachusetts
|
$38.5M
|
-$2.65M
|
-48,282
|
-6%
|
|
