|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$563M
|
+$22.2M
|
+218,569
|
+4%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$164M
|
+$26.2M
|
+257,422
|
+19%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$145M
|
+$141M
|
+1,389,915
|
New
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$113M
|
+$5.45M
|
+53,560
|
+5%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$101M
|
-$7.62M
|
-74,895
|
-7%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$94M
|
-$3.02M
|
-29,713
|
-3%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
$85.1M
|
-$176M
|
-1,733,240
|
-68%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$84.4M
|
-$5.34M
|
-52,537
|
-6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$83.3M
|
-$4.35M
|
-42,793
|
-5%
|
|
|
10
|
|
$77M
|
-$37.2M
|
-365,756
|
-33%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$71.3M
|
-$440K
|
-4,327
|
-0.6%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$60.7M
|
+$2.17M
|
+21,328
|
+4%
|
|
|
13
|
Natixis Advisors
Boston,
Massachusetts
|
$57.7M
|
+$48.6M
|
+477,785
|
+624%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$50.8M
|
-$1.07M
|
-10,469
|
-2%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$46.8M
|
-$2.2M
|
-21,578
|
-5%
|
|
|
16
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$42.5M
|
+$2.12M
|
+20,841
|
+5%
|
|
|
17
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$40M
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38.3M
|
+$1.74M
|
+17,072
|
+5%
|
|
|
19
|
Commerce Bank
Kansas City,
Missouri
|
$37.1M
|
+$938K
|
+9,216
|
+3%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.5M
|
+$2.18M
|
+21,383
|
+6%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.7M
|
+$17.5M
|
+172,484
|
+131%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$29.5M
|
-$1.04M
|
-10,193
|
-3%
|
|
|
23
|
Windham Capital Management
Boston,
Massachusetts
|
$26.1M
|
+$3.35M
|
+32,962
|
+15%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$25.9M
|
-$170K
|
-1,667
|
-0.7%
|
|
|
25
|
IndexIQ Advisors
New York
|
$25.1M
|
-$8.33M
|
-81,876
|
-25%
|
|
