|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$200M
|
+$25.5M
|
+210,698
|
+14%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$129M
|
+$11.5M
|
+94,867
|
+10%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$109M
|
-$7.34M
|
-60,721
|
-6%
|
|
|
4
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$100M
|
-$5.98M
|
-49,473
|
-6%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$94.8M
|
+$17.4M
|
+143,691
|
+22%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$91.8M
|
+$2.88M
|
+23,876
|
+3%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$86.1M
|
-$4.99M
|
-41,338
|
-5%
|
|
|
8
|
|
$78.5M
|
+$15.2M
|
+125,476
|
+24%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$57.1M
|
-$2.15M
|
-17,796
|
-4%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$52M
|
+$685K
|
+5,668
|
+1%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.8M
|
-$8.27M
|
-68,418
|
-14%
|
|
|
12
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$48.5M
|
+$1.44M
|
+11,908
|
+3%
|
|
|
13
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$44.9M
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$43.1M
|
-$1.45M
|
-12,011
|
-3%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$38M
|
-$3.23M
|
-26,771
|
-8%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37.8M
|
+$6.43M
|
+53,253
|
+20%
|
|
|
17
|
Allianz Asset Management
Munich,
Germany
|
$33.9M
|
+$34.3M
|
+283,966
|
New
|
|
|
18
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$32.7M
|
-$232K
|
-1,920
|
-0.7%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$31M
|
+$7.16M
|
+59,277
|
+30%
|
|
|
20
|
Commerce Bank
Kansas City,
Missouri
|
$30.2M
|
+$712K
|
+5,898
|
+2%
|
|
|
21
|
Vanguard Group
Malvern,
Pennsylvania
|
$30.1M
|
+$17.2K
|
+142
|
+0.1%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$28.8M
|
+$239K
|
+1,980
|
+0.8%
|
|
|
23
|
Rand Wealth
Baltimore,
Maryland
|
$24.4M
|
-$292K
|
-2,420
|
-1%
|
|
|
24
|
Windham Capital Management
Boston,
Massachusetts
|
$22.5M
|
-$3.62M
|
-29,975
|
-14%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$20.9M
|
-$822K
|
-6,802
|
-4%
|
|
