|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$568M
|
+$115M
|
+1,151,301
|
+19%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$136M
|
+$17.1M
|
+171,507
|
+11%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$130M
|
+$13.5M
|
+135,443
|
+7%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$127M
|
+$79.6M
|
+800,123
|
+98%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$90.7M
|
+$6.72M
|
+67,591
|
+6%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$72.8M
|
+$10.6M
|
+106,138
|
+13%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$64.7M
|
-$4.09M
|
-41,151
|
-5%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$62.1M
|
+$13.9M
|
+139,747
|
+21%
|
|
|
9
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$61.9M
|
-$24.9M
|
-250,640
|
-24%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.4M
|
-$732K
|
-7,357
|
-1%
|
|
|
11
|
Natixis Advisors
Boston,
Massachusetts
|
$58.1M
|
-$1.6M
|
-16,080
|
-2%
|
|
|
12
|
Bessemer Group
Woodbridge,
New Jersey
|
$53.9M
|
-$2.92M
|
-29,358
|
-4%
|
|
|
13
|
|
$43.7M
|
+$433K
|
+4,353
|
+0.8%
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$42.9M
|
+$21.6M
|
+217,326
|
+66%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$34.5M
|
-$1.93M
|
-19,400
|
-4%
|
|
|
16
|
IndexIQ Advisors
New York
|
$34.4M
|
-$16.8M
|
-168,662
|
-28%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$33.1M
|
-$2.03M
|
-20,435
|
-5%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$32.8M
|
+$284K
|
+2,850
|
+0.7%
|
|
|
19
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$29.6M
|
+$7.4M
|
+74,376
|
+24%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$27.4M
|
+$34.3M
|
+345,216
|
+6,798%
|
|
|
21
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$25.3M
|
-$259K
|
-2,602
|
-0.8%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$24.5M
|
-$1.78M
|
-17,938
|
-5%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$22.9M
|
+$2.46M
|
+24,770
|
+9%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$21.3M
|
+$6.95M
|
+69,877
|
+35%
|
|
|
25
|
Fusion Family Wealth
Woodbury,
New York
|
$18.9M
|
+$3.41M
|
+34,311
|
+17%
|
|
