|
1
|
Personal Capital Advisors
Redwood City,
California
|
$301M
|
+$9.93M
|
+87,838
|
+4%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$194M
|
-$2.39M
|
-21,093
|
-1%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$150M
|
-$374M
|
-3,310,466
|
-73%
|
|
|
4
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$150M
|
+$5.17M
|
+45,732
|
+4%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$136M
|
+$1.5M
|
+13,262
|
+1%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$128M
|
-$6.69M
|
-59,168
|
-5%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$125M
|
-$6.25M
|
-55,229
|
-5%
|
|
|
8
|
Natixis Advisors
Boston,
Massachusetts
|
$109M
|
+$4.07M
|
+35,963
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.7M
|
-$1.29M
|
-11,432
|
-2%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$81M
|
-$2.87M
|
-25,367
|
-4%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$73.5M
|
-$1.63M
|
-14,420
|
-2%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$70.2M
|
-$357K
|
-3,161
|
-0.5%
|
|
|
13
|
|
$67.7M
|
-$575K
|
-5,084
|
-0.9%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$67.2M
|
-$18.8M
|
-165,873
|
-23%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$63.7M
|
+$3.04M
|
+26,863
|
+5%
|
|
|
16
|
Summit Rock Advisors
New York
|
$59.4M
|
+$55.2M
|
+487,765
|
New
|
|
|
17
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$49.2M
|
-$229K
|
-2,023
|
-0.5%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$40.6M
|
+$1.34M
|
+11,858
|
+4%
|
|
|
19
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$37.4M
|
-$788K
|
-6,964
|
-2%
|
|
|
20
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$37.4M
|
-$5.66M
|
-50,007
|
-14%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$36.7M
|
+$3.16M
|
+27,902
|
+10%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$34.3M
|
-$925K
|
-8,181
|
-3%
|
|
|
23
|
Fusion Family Wealth
Woodbury,
New York
|
$32.3M
|
-$457K
|
-4,044
|
-2%
|
|
|
24
|
Madison Asset Management
Madison,
Wisconsin
|
$31.4M
|
+$1.89M
|
+16,715
|
+7%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$28.9M
|
+$689K
|
+6,094
|
+3%
|
|
