|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$884M
|
+$26.3M
|
+409,001
|
+3%
|
|
|
2
|
Natixis Advisors
Boston,
Massachusetts
|
$598M
|
+$46.4M
|
+720,391
|
+9%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$327M
|
-$8.91M
|
-138,395
|
-3%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$251M
|
-$110M
|
-1,708,451
|
-32%
|
|
|
5
|
Bank of New York Mellon
New York
|
$243M
|
-$14.8M
|
-230,269
|
-6%
|
|
|
6
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$241M
|
–
|
–
|
–
|
|
|
7
|
|
$221M
|
-$12.8M
|
-198,843
|
-6%
|
|
|
8
|
|
$220M
|
-$20.8M
|
-323,189
|
-9%
|
|
|
9
|
|
$182M
|
-$4.92M
|
-76,536
|
-3%
|
|
|
10
|
Modera Wealth Management
Westwood,
New Jersey
|
$154M
|
+$9.28M
|
+144,223
|
+7%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$131M
|
-$381M
|
-5,923,067
|
-75%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$125M
|
-$7.17M
|
-111,426
|
-6%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$112M
|
-$1.62M
|
-25,107
|
-1%
|
|
|
14
|
|
$88.6M
|
+$77.3M
|
+1,201,734
|
+1,122%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$88.4M
|
-$1.06M
|
-16,404
|
-1%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$76.3M
|
-$4.22M
|
-65,637
|
-6%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$76M
|
-$12.3M
|
-191,374
|
-15%
|
|
|
18
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$74.3M
|
-$2.91M
|
-45,301
|
-4%
|
|
|
19
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$60.1M
|
-$236K
|
-3,666
|
-0.4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$56.8M
|
-$12M
|
-187,057
|
-18%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$54.9M
|
+$5.84M
|
+90,827
|
+13%
|
|
|
22
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$47.8M
|
+$530K
|
+8,239
|
+1%
|
|
|
23
|
Wellington Management Group
Boston,
Massachusetts
|
$46.5M
|
+$23.4M
|
+363,541
|
+112%
|
|
|
24
|
Coldstream Capital Management
Bellevue,
Washington
|
$45.6M
|
+$2.15M
|
+33,461
|
+5%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$45.4M
|
+$902K
|
+14,015
|
+2%
|
|
