|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$603M
|
+$28.8M
|
+280,469
|
+5%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$190M
|
+$13.3M
|
+129,774
|
+7%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$157M
|
+$7.03M
|
+68,507
|
+5%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$113M
|
+$1.51M
|
+14,758
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$87.1M
|
+$5.02M
|
+48,955
|
+6%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$86.5M
|
-$2M
|
-19,452
|
-2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$83M
|
-$432K
|
-4,210
|
-0.5%
|
|
|
8
|
Bessemer Group
Woodbridge,
New Jersey
|
$78.5M
|
-$5.29M
|
-51,618
|
-6%
|
|
|
9
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$76.5M
|
-$22.7M
|
-221,255
|
-23%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$73.8M
|
+$3.04M
|
+29,596
|
+4%
|
|
|
11
|
Natixis Advisors
Boston,
Massachusetts
|
$71.1M
|
+$5.02M
|
+48,914
|
+8%
|
|
|
12
|
IndexIQ Advisors
New York
|
$68.4M
|
+$1.89M
|
+18,473
|
+3%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$66.1M
|
-$5.06M
|
-49,295
|
-7%
|
|
|
14
|
|
$59.1M
|
-$16.3M
|
-159,013
|
-22%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$46.4M
|
-$2.07M
|
-20,179
|
-4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$45.6M
|
-$1.04M
|
-10,154
|
-2%
|
|
|
17
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$42.6M
|
-$291K
|
-2,835
|
-0.7%
|
|
|
18
|
Commerce Bank
Kansas City,
Missouri
|
$35.8M
|
-$132K
|
-1,290
|
-0.4%
|
|
|
19
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$34.1M
|
+$18.4M
|
+179,290
|
+116%
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$33.9M
|
-$29.7M
|
-289,114
|
-46%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
-$64.6K
|
-630
|
-0.2%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$26.8M
|
+$1.42M
|
+13,846
|
+6%
|
|
|
23
|
Vanguard Group
Malvern,
Pennsylvania
|
$23.5M
|
-$122K
|
-1,193
|
-0.5%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$21.9M
|
-$855K
|
-8,339
|
-4%
|
|
|
25
|
Fusion Family Wealth
Woodbury,
New York
|
$21.2M
|
+$665K
|
+6,481
|
+3%
|
|
