|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$981M
|
-$226M
|
-3,689,851
|
-19%
|
|
|
2
|
Natixis Advisors
Boston,
Massachusetts
|
$457M
|
+$45.5M
|
+743,595
|
+11%
|
|
|
3
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$333M
|
–
|
–
|
–
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$321M
|
-$6.09M
|
-99,490
|
-2%
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$316M
|
+$48.8M
|
+798,015
|
+19%
|
|
|
6
|
Matson Money Inc
Mason,
Ohio
|
$262M
|
+$491K
|
+8,026
|
+0.2%
|
|
|
7
|
Bank of New York Mellon
New York
|
$260M
|
-$29.4M
|
-480,690
|
-10%
|
|
|
8
|
|
$254M
|
+$179M
|
+2,930,610
|
+272%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$210M
|
-$69.9M
|
-1,142,761
|
-26%
|
|
|
10
|
|
$206M
|
-$38.8M
|
-634,978
|
-16%
|
|
|
11
|
|
$193M
|
+$11.2M
|
+183,199
|
+6%
|
|
|
12
|
|
$175M
|
-$391M
|
-6,386,627
|
-70%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$135M
|
+$7.05M
|
+115,223
|
+6%
|
|
|
14
|
Modera Wealth Management
Westwood,
New Jersey
|
$128M
|
+$6.94M
|
+113,475
|
+6%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$118M
|
-$7.33M
|
-119,868
|
-6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.2M
|
-$4.13M
|
-67,492
|
-5%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$79M
|
-$2.92M
|
-47,788
|
-4%
|
|
|
18
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$76.1M
|
-$2.63M
|
-43,059
|
-3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$66.2M
|
-$1.06M
|
-17,308
|
-2%
|
|
|
20
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$56.8M
|
-$801K
|
-13,097
|
-1%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$52.1M
|
-$6.51M
|
-106,374
|
-11%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$46.4M
|
-$8.29M
|
-135,527
|
-16%
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$42M
|
+$1.81M
|
+29,610
|
+5%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$41.9M
|
-$903K
|
-14,763
|
-2%
|
|
|
25
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$41.5M
|
-$75.8K
|
-1,240
|
-0.2%
|
|
