|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$112M
|
+$23.6M
|
+222,277
|
+27%
|
|
|
2
|
|
$109M
|
-$6.85M
|
-64,373
|
-6%
|
|
|
3
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$93.6M
|
+$92.1M
|
+866,002
|
New
|
|
|
4
|
Personal Capital Advisors
Redwood City,
California
|
$92.4M
|
+$8.64M
|
+81,233
|
+11%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$83.4M
|
-$1.95M
|
-18,326
|
-2%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$77.2M
|
+$180K
|
+1,694
|
+0.2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$63.3M
|
+$5.07M
|
+47,665
|
+9%
|
|
|
8
|
|
$53.5M
|
+$8.96M
|
+84,251
|
+21%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$53.3M
|
-$2.18M
|
-20,536
|
-4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.2M
|
+$3.39M
|
+31,916
|
+8%
|
|
|
11
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$41M
|
+$1.39M
|
+13,085
|
+4%
|
|
|
12
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$40.7M
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$39M
|
+$327K
|
+3,071
|
+0.9%
|
|
|
14
|
Bessemer Group
Woodbridge,
New Jersey
|
$34.7M
|
+$9.24M
|
+86,829
|
+37%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$34.2M
|
-$1.44M
|
-13,521
|
-4%
|
|
|
16
|
|
$33.2M
|
+$29.3M
|
+275,762
|
+872%
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$31.5M
|
-$1.28M
|
-12,002
|
-4%
|
|
|
18
|
Vanguard Group
Malvern,
Pennsylvania
|
$27.2M
|
+$117K
|
+1,097
|
+0.4%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$26.9M
|
+$26.5M
|
+249,183
|
New
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26.2M
|
+$6.08M
|
+57,171
|
+31%
|
|
|
21
|
Commerce Bank
Kansas City,
Missouri
|
$25.5M
|
+$527K
|
+4,953
|
+2%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$25M
|
+$714K
|
+6,708
|
+3%
|
|
|
23
|
Windham Capital Management
Boston,
Massachusetts
|
$24.5M
|
-$630K
|
-5,926
|
-3%
|
|
|
24
|
Rand Wealth
Baltimore,
Maryland
|
$21.8M
|
+$574K
|
+5,399
|
+3%
|
|
|
25
|
|
$21.1M
|
+$15.6M
|
+146,193
|
+300%
|
|
