|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$468M
|
-$157M
|
-1,506,936
|
-25%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$251M
|
+$6.4M
|
+61,415
|
+3%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$170M
|
-$943K
|
-9,048
|
-0.6%
|
|
|
4
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$125M
|
+$6.71M
|
+64,410
|
+6%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$117M
|
-$5.86M
|
-56,241
|
-5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$116M
|
+$1.28M
|
+12,316
|
+1%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$114M
|
-$7.97M
|
-76,453
|
-7%
|
|
|
8
|
Natixis Advisors
Boston,
Massachusetts
|
$90.8M
|
+$133K
|
+1,277
|
+0.1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$78.7M
|
+$4.76M
|
+45,664
|
+7%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$75.5M
|
-$2.74M
|
-26,284
|
-4%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$72.7M
|
+$1.67M
|
+16,050
|
+2%
|
|
|
12
|
Bessemer Group
Woodbridge,
New Jersey
|
$65M
|
-$8.36M
|
-80,251
|
-12%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$61M
|
+$838K
|
+8,042
|
+1%
|
|
|
14
|
|
$59.1M
|
-$2.96M
|
-28,443
|
-5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$52.2M
|
+$4.17M
|
+40,051
|
+9%
|
|
|
16
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$42.7M
|
-$600K
|
-5,755
|
-1%
|
|
|
17
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$37.5M
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$33.9M
|
+$3.94M
|
+37,768
|
+13%
|
|
|
19
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$33M
|
-$162K
|
-1,550
|
-0.5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$30.5M
|
-$1.16M
|
-11,155
|
-4%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$28.8M
|
+$8.75K
|
+84
|
+0%
|
|
|
22
|
Fusion Family Wealth
Woodbury,
New York
|
$28.4M
|
+$3.72M
|
+35,684
|
+15%
|
|
|
23
|
Madison Asset Management
Madison,
Wisconsin
|
$25.4M
|
+$25.1M
|
+240,833
|
New
|
|
|
24
|
Cerity Partners OCIO
New York
|
$24.4M
|
-$1.65M
|
-15,840
|
-6%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$21.6M
|
-$728K
|
-6,990
|
-3%
|
|
