|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.36B
|
+$2.16B
|
+17,060,094
|
+1,382%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$333M
|
+$15.9M
|
+125,777
|
+5%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$205M
|
+$598K
|
+4,716
|
+0.3%
|
|
|
4
|
Natixis Advisors
Boston,
Massachusetts
|
$154M
|
+$37.8M
|
+298,457
|
+33%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$141M
|
-$1.76M
|
-13,855
|
-1%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$128M
|
–
|
–
|
–
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$125M
|
-$6.28M
|
-49,572
|
-5%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$119M
|
+$114M
|
+900,453
|
+2,990%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$112M
|
+$17.5M
|
+137,888
|
+19%
|
|
|
10
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$87.2M
|
-$46.6M
|
-367,749
|
-30%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$84.9M
|
-$461K
|
-3,638
|
-0.5%
|
|
|
12
|
|
$84.9M
|
+$13.3M
|
+105,312
|
+19%
|
|
|
13
|
Bessemer Group
Woodbridge,
New Jersey
|
$80.1M
|
+$2.63M
|
+20,756
|
+3%
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$79.1M
|
+$5.06M
|
+39,901
|
+7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$75.1M
|
+$7.87M
|
+62,083
|
+12%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$69.6M
|
-$1.19M
|
-9,362
|
-2%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$60.1M
|
+$17.1M
|
+134,892
|
+40%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$54.7M
|
+$2.89M
|
+22,789
|
+6%
|
|
|
19
|
Summit Rock Advisors
New York
|
$43.5M
|
-$18.9M
|
-149,153
|
-31%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$43.4M
|
+$4.63M
|
+36,574
|
+12%
|
|
|
21
|
Madison Asset Management
Madison,
Wisconsin
|
$38.2M
|
+$5.03M
|
+39,723
|
+15%
|
|
|
22
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$37.4M
|
-$1.96M
|
-15,488
|
-5%
|
|
|
23
|
Fusion Family Wealth
Woodbury,
New York
|
$36.6M
|
+$2.46M
|
+19,452
|
+7%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$35.6M
|
-$549K
|
-4,334
|
-2%
|
|
|
25
|
Cerity Partners OCIO
New York
|
$29.8M
|
-$692K
|
-5,460
|
-2%
|
|
