|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$780M
|
-$178M
|
-2,835,519
|
-18%
|
|
|
2
|
Natixis Advisors
Boston,
Massachusetts
|
$500M
|
+$56.9M
|
+906,884
|
+13%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$485M
|
+$180M
|
+2,871,310
|
+58%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$334M
|
+$132M
|
+2,101,025
|
+63%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$306M
|
-$6.13M
|
-97,798
|
-2%
|
|
|
6
|
Matson Money Inc
Mason,
Ohio
|
$263M
|
+$7.99M
|
+127,367
|
+3%
|
|
|
7
|
Bank of New York Mellon
New York
|
$235M
|
-$18.7M
|
-297,739
|
-7%
|
|
|
8
|
|
$220M
|
+$20.1M
|
+321,059
|
+10%
|
|
|
9
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$219M
|
-$107M
|
-1,704,679
|
-32%
|
|
|
10
|
|
$213M
|
+$25.4M
|
+405,386
|
+13%
|
|
|
11
|
|
$171M
|
+$587K
|
+9,356
|
+0.3%
|
|
|
12
|
Modera Wealth Management
Westwood,
New Jersey
|
$131M
|
+$7.05M
|
+112,418
|
+6%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$121M
|
-$10.4M
|
-165,273
|
-8%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$104M
|
-$11.2M
|
-179,320
|
-10%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.5M
|
-$3.42M
|
-54,569
|
-4%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$81M
|
+$43.3M
|
+691,014
|
+111%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$73.5M
|
-$3.42M
|
-54,616
|
-4%
|
|
|
18
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$70.4M
|
-$3.73M
|
-59,557
|
-5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$63.2M
|
-$1.22M
|
-19,486
|
-2%
|
|
|
20
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$54.9M
|
-$346K
|
-5,511
|
-0.6%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$44.5M
|
-$2.01M
|
-32,038
|
-4%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$44.4M
|
-$6.52M
|
-104,070
|
-13%
|
|
|
23
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$43M
|
+$2.69M
|
+42,856
|
+7%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$40.5M
|
-$192K
|
-3,061
|
-0.5%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$40.5M
|
+$5.79M
|
+92,303
|
+16%
|
|
