|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.07B
|
+$478M
|
+7,056,789
|
+91%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$770M
|
+$30.1M
|
+444,964
|
+4%
|
|
|
3
|
Natixis Advisors
Boston,
Massachusetts
|
$737M
|
+$31.3M
|
+462,883
|
+5%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$311M
|
-$14.9M
|
-219,756
|
-5%
|
|
|
5
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$259M
|
–
|
–
|
–
|
|
|
6
|
|
$241M
|
-$119M
|
-1,753,170
|
-35%
|
|
|
7
|
Bank of New York Mellon
New York
|
$236M
|
-$14.3M
|
-210,801
|
-6%
|
|
|
8
|
|
$207M
|
-$40.6M
|
-600,135
|
-17%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$195M
|
-$71.1M
|
-1,049,968
|
-28%
|
|
|
10
|
|
$172M
|
-$11M
|
-163,257
|
-6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$146M
|
+$6.46M
|
+95,429
|
+5%
|
|
|
12
|
|
$129M
|
-$143M
|
-2,112,279
|
-54%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$94.1M
|
-$4.58M
|
-67,622
|
-5%
|
|
|
14
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$91.8M
|
+$12.4M
|
+183,347
|
+17%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$87.7M
|
+$7.86M
|
+116,170
|
+11%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$87.2M
|
+$6.23M
|
+92,098
|
+8%
|
|
|
17
|
Modera Wealth Management
Westwood,
New Jersey
|
$73.7M
|
-$12.5M
|
-184,218
|
-15%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$58.3M
|
+$4.01M
|
+59,323
|
+8%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56.5M
|
+$36.6M
|
+540,532
|
+228%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$53.9M
|
+$1.13M
|
+16,753
|
+2%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$52.9M
|
-$284K
|
-4,202
|
-0.6%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$50.1M
|
+$1.14M
|
+16,788
|
+2%
|
|
|
23
|
|
$48.5M
|
+$45.1M
|
+666,807
|
New
|
|
|
24
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$47.7M
|
+$4.94M
|
+73,036
|
+13%
|
|
|
25
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$47.2M
|
-$2.77M
|
-40,878
|
-6%
|
|
