|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.58B
|
+$32M
|
+232,477
|
+1%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$381M
|
+$15.7M
|
+114,255
|
+4%
|
|
|
3
|
Natixis Advisors
Boston,
Massachusetts
|
$222M
|
+$32.5M
|
+236,324
|
+17%
|
|
|
4
|
Mason Investment Advisory Services
Reston,
Virginia
|
$212M
|
-$4.76M
|
-34,551
|
-2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$156M
|
+$3.5M
|
+25,449
|
+2%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$122M
|
-$2.76M
|
-20,032
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$121M
|
-$1.92M
|
-13,965
|
-2%
|
|
|
8
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$119M
|
+$1.95M
|
+14,198
|
+2%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$117M
|
+$17.4M
|
+126,360
|
+13%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$99M
|
+$2.75M
|
+20,010
|
+3%
|
|
|
11
|
Bessemer Group
Woodbridge,
New Jersey
|
$90.8M
|
+$5.49M
|
+39,913
|
+6%
|
|
|
12
|
|
$90.8M
|
+$3.53M
|
+25,639
|
+4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$71.9M
|
-$3.39M
|
-24,606
|
-4%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$71.2M
|
-$245K
|
-1,779
|
-0.3%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$70.2M
|
+$4.73M
|
+34,387
|
+7%
|
|
|
16
|
Bank of New York Mellon
New York
|
$67.5M
|
+$81.4K
|
+591
|
+0.1%
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$64.4M
|
-$21.6M
|
-156,901
|
-25%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$57.8M
|
-$127K
|
-925
|
-0.2%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51.5M
|
+$6.38M
|
+46,370
|
+14%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$47.7M
|
+$856K
|
+6,222
|
+2%
|
|
|
21
|
Fusion Family Wealth
Woodbury,
New York
|
$40.5M
|
+$2.45M
|
+17,806
|
+6%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$40.2M
|
-$107M
|
-780,436
|
-72%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39.2M
|
-$537K
|
-3,903
|
-1%
|
|
|
24
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$38.6M
|
+$58.6M
|
+425,869
|
+444%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$38M
|
-$138K
|
-999
|
-0.3%
|
|
