|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.19B
|
-$867M
|
-15,188,090
|
-44%
|
|
|
2
|
|
$566M
|
+$248M
|
+4,336,364
|
+90%
|
|
|
3
|
Natixis Advisors
Boston,
Massachusetts
|
$400M
|
+$41.7M
|
+730,751
|
+13%
|
|
|
4
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$326M
|
–
|
–
|
–
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$320M
|
-$2.96M
|
-51,874
|
-1%
|
|
|
6
|
Bank of New York Mellon
New York
|
$284M
|
-$30.3M
|
-530,551
|
-10%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$276M
|
+$38.8M
|
+678,904
|
+18%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$260M
|
+$2.34M
|
+41,033
|
+1%
|
|
|
9
|
Matson Money Inc
Mason,
Ohio
|
$256M
|
-$1.45M
|
-25,336
|
-0.6%
|
|
|
10
|
|
$241M
|
-$132K
|
-2,313
|
-0.1%
|
|
|
11
|
|
$178M
|
-$2.84M
|
-49,716
|
-2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$124M
|
+$4.22M
|
+73,826
|
+4%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$123M
|
-$4.86M
|
-85,105
|
-4%
|
|
|
14
|
Modera Wealth Management
Westwood,
New Jersey
|
$118M
|
+$1.73M
|
+30,279
|
+2%
|
|
|
15
|
Washington Trust Bank
Spokane,
Washington
|
$94.1M
|
-$1.41M
|
-24,690
|
-2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.4M
|
-$1.23M
|
-21,514
|
-1%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$80.1M
|
-$295K
|
-5,172
|
-0.4%
|
|
|
18
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$77.1M
|
-$15.8M
|
-276,423
|
-18%
|
|
|
19
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$74.6M
|
+$3.23M
|
+56,496
|
+5%
|
|
|
20
|
|
$66.8M
|
+$28.9M
|
+506,148
|
+88%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$65.8M
|
-$1.2M
|
-20,955
|
-2%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$57.6M
|
+$9.52M
|
+166,711
|
+22%
|
|
|
23
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$56.3M
|
+$41.2M
|
+721,741
|
+384%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$53.8M
|
+$8.97M
|
+156,994
|
+22%
|
|
|
25
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$48.5M
|
-$5.02M
|
-87,970
|
-10%
|
|
