|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.15B
|
+$27.4M
|
+263,823
|
+2%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$325M
|
+$19.6M
|
+188,403
|
+6%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$174M
|
+$11.2M
|
+108,158
|
+6%
|
|
|
4
|
Mason Investment Advisory Services
Reston,
Virginia
|
$167M
|
-$3.83M
|
-36,815
|
-2%
|
|
|
5
|
Natixis Advisors
Boston,
Massachusetts
|
$160M
|
+$41.5M
|
+398,986
|
+30%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$102M
|
-$24M
|
-230,774
|
-17%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$84.6M
|
-$3.63M
|
-34,886
|
-4%
|
|
|
8
|
|
$84.4M
|
-$7.08M
|
-68,145
|
-7%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$73.3M
|
+$16.9M
|
+162,686
|
+26%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.1M
|
+$2.04M
|
+19,586
|
+3%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$72M
|
+$1.43M
|
+13,789
|
+2%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$66.3M
|
-$3.32M
|
-31,914
|
-4%
|
|
|
13
|
Bessemer Group
Woodbridge,
New Jersey
|
$63.9M
|
+$5.91M
|
+56,802
|
+9%
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$61.9M
|
-$34.9M
|
-335,569
|
-33%
|
|
|
15
|
Bank of New York Mellon
New York
|
$55.2M
|
-$158K
|
-1,523
|
-0.3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$49.4M
|
+$2.16M
|
+20,735
|
+4%
|
|
|
17
|
State Street
Boston,
Massachusetts
|
$47.8M
|
-$1.01M
|
-9,737
|
-2%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$45.3M
|
-$3.71M
|
-35,691
|
-7%
|
|
|
19
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$41.3M
|
+$921K
|
+8,855
|
+2%
|
|
|
20
|
Fusion Family Wealth
Woodbury,
New York
|
$40.5M
|
-$1.02M
|
-9,808
|
-3%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$35M
|
+$26.1M
|
+250,883
|
+198%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$35M
|
-$285K
|
-2,745
|
-0.7%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$29.4M
|
-$7.64M
|
-73,452
|
-19%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$29.2M
|
+$6.41M
|
+61,618
|
+24%
|
|
|
25
|
Efficient Advisors
Mason,
Ohio
|
$27.8M
|
+$2.34M
|
+22,468
|
+8%
|
|
