|
1
|
Northern Trust
Chicago,
Illinois
|
$590M
|
+$30.1M
|
+679,750
|
+5%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$573M
|
+$50.8M
|
+1,146,134
|
+10%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$496M
|
+$13.1M
|
+295,419
|
+3%
|
|
|
4
|
|
$293M
|
+$31.9M
|
+719,465
|
+12%
|
|
|
5
|
|
$278M
|
+$10.1M
|
+228,700
|
+4%
|
|
|
6
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$267M
|
+$15.4M
|
+346,604
|
+6%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$267M
|
+$29M
|
+654,373
|
+12%
|
|
|
8
|
Diversified Trust
Memphis,
Tennessee
|
$248M
|
+$249M
|
+5,619,048
|
New
|
|
|
9
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$229M
|
+$8.87M
|
+200,000
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$192M
|
+$2.63M
|
+59,331
|
+1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$178M
|
+$23.8M
|
+536,512
|
+15%
|
|
|
12
|
ETrade Capital Management
Arlington,
Virginia
|
$134M
|
+$4.88M
|
+110,030
|
+4%
|
|
|
13
|
Madison Investment Holdings
Madison,
Wisconsin
|
$128M
|
+$35M
|
+788,515
|
+37%
|
|
|
14
|
INR Advisory Services
Media,
Pennsylvania
|
$119M
|
+$5.5M
|
+124,022
|
+5%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$115M
|
+$4.4M
|
+99,299
|
+4%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
$103M
|
+$7.48M
|
+168,632
|
+8%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$93.7M
|
+$1.94M
|
+43,725
|
+2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$87.6M
|
+$36.3M
|
+817,564
|
+70%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$84.7M
|
+$17.8M
|
+400,505
|
+26%
|
|
|
20
|
Summit Equities
Parsippany,
New Jersey
|
$82.7M
|
+$2.77M
|
+62,457
|
+3%
|
|
|
21
|
Zions Bancorporation
Salt Lake City,
Utah
|
$66.4M
|
-$4.47M
|
-100,838
|
-6%
|
|
|
22
|
United Services Automobile Association
San Antonio,
Texas
|
$60.4M
|
-$21.8M
|
-492,141
|
-26%
|
|
|
23
|
Tanglewood Wealth Management
Houston,
Texas
|
$60.3M
|
+$4.26M
|
+96,183
|
+8%
|
|
|
24
|
Filament
Seattle,
Washington
|
$57.6M
|
-$23.2K
|
-524
|
-0%
|
|
|
25
|
Wealthcare Capital Management
Richmond,
Virginia
|
$55.7M
|
+$1.09M
|
+24,653
|
+2%
|
|
