|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$590M
|
-$213M
|
-3,343,920
|
-26%
|
|
|
2
|
Natixis Advisors
Boston,
Massachusetts
|
$539M
|
+$1.78M
|
+28,015
|
+0.3%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$285M
|
-$8.73M
|
-137,185
|
-3%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$272M
|
+$48.7M
|
+765,645
|
+21%
|
|
|
5
|
|
$218M
|
+$21.8M
|
+343,419
|
+11%
|
|
|
6
|
|
$217M
|
+$20.3M
|
+319,018
|
+10%
|
|
|
7
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$216M
|
–
|
–
|
–
|
|
|
8
|
Bank of New York Mellon
New York
|
$214M
|
-$3.92M
|
-61,593
|
-2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$203M
|
+$95.4M
|
+1,500,338
|
+81%
|
|
|
10
|
|
$160M
|
-$4.14M
|
-65,101
|
-2%
|
|
|
11
|
Modera Wealth Management
Westwood,
New Jersey
|
$147M
|
+$9.61M
|
+151,009
|
+7%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$101M
|
-$360K
|
-5,665
|
-0.3%
|
|
|
13
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$95.4M
|
-$23.4M
|
-367,420
|
-19%
|
|
|
14
|
|
$88.2M
|
+$89.5M
|
+1,406,676
|
+3,132%
|
|
|
15
|
|
$79.1M
|
-$485K
|
-7,622
|
-0.6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$77.9M
|
-$1.42M
|
-22,291
|
-2%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$76.3M
|
+$8.5M
|
+133,707
|
+12%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$67.9M
|
-$520K
|
-8,183
|
-0.7%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$65M
|
+$14.7M
|
+231,286
|
+28%
|
|
|
20
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$62M
|
+$8.46M
|
+133,026
|
+15%
|
|
|
21
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$58.3M
|
-$8.72M
|
-137,028
|
-12%
|
|
|
22
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$55M
|
+$21.6M
|
+340,035
|
+60%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$47.1M
|
-$2.23M
|
-35,040
|
-4%
|
|
|
24
|
Coldstream Capital Management
Bellevue,
Washington
|
$43.5M
|
+$2.71M
|
+42,638
|
+6%
|
|
|
25
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$43.2M
|
+$45.3M
|
+711,744
|
New
|
|
