|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$655M
|
+$30M
|
+474,792
|
+5%
|
|
|
2
|
Natixis Advisors
Boston,
Massachusetts
|
$615M
|
+$51.5M
|
+815,667
|
+9%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$492M
|
+$390M
|
+6,179,919
|
+393%
|
|
|
4
|
|
$322M
|
+$94.1M
|
+1,489,959
|
+42%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$286M
|
-$12.5M
|
-197,133
|
-4%
|
|
|
6
|
|
$247M
|
+$163M
|
+2,583,456
|
+199%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$237M
|
-$47M
|
-744,443
|
-17%
|
|
|
8
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$226M
|
–
|
–
|
–
|
|
|
9
|
Bank of New York Mellon
New York
|
$219M
|
-$4.36M
|
-68,977
|
-2%
|
|
|
10
|
|
$219M
|
-$9.19M
|
-145,556
|
-4%
|
|
|
11
|
|
$161M
|
-$6.22M
|
-98,487
|
-4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$121M
|
-$90.8M
|
-1,437,885
|
-43%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$91.3M
|
-$13.8M
|
-218,765
|
-13%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$86.6M
|
+$6.71M
|
+106,288
|
+8%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.7M
|
-$2.8M
|
-44,392
|
-3%
|
|
|
16
|
|
$77.9M
|
-$14.3M
|
-226,142
|
-16%
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$76.1M
|
-$77.3M
|
-1,224,092
|
-51%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$70.3M
|
-$704K
|
-11,148
|
-1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$69.3M
|
+$1.29M
|
+20,415
|
+2%
|
|
|
20
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$68.6M
|
+$3.71M
|
+58,732
|
+6%
|
|
|
21
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$55.7M
|
+$46.9M
|
+742,500
|
+552%
|
|
|
22
|
Nuveen
Charlotte,
North Carolina
|
$47.6M
|
+$21M
|
+332,557
|
+80%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$47.2M
|
+$8.46M
|
+133,942
|
+22%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$46.5M
|
-$2.76M
|
-43,700
|
-6%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$46M
|
+$2.76M
|
+43,730
|
+6%
|
|
