|
1
|
Bank of America
Charlotte,
North Carolina
|
USD 14.4 mil M
|
+USD 205 M
|
+2,941,071
|
+1%
|
|
|
2
|
|
USD 9884 M
|
+USD 55.5 M
|
+796,375
|
+0.6%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
USD 8335 M
|
-USD 239 M
|
-3,436,418
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 6278 M
|
+USD 142 M
|
+2,039,805
|
+2%
|
|
|
5
|
|
USD 5236 M
|
-USD 775 M
|
-11,128,021
|
-13%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
USD 4761 M
|
+USD 186 M
|
+2,675,380
|
+4%
|
|
|
7
|
Wealthfront Advisers
Palo Alto,
California
|
USD 4148 M
|
+USD 37.2 M
|
+533,547
|
+0.9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
USD 4132 M
|
-USD 236 M
|
-3,390,480
|
-6%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
USD 4011 M
|
+USD 127 M
|
+1,821,641
|
+3%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
USD 3831 M
|
+USD 6.48 M
|
+93,054
|
+0.2%
|
|
|
11
|
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
|
USD 3526 M
|
+USD 154 k
|
+2,210
|
+0%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 3305 M
|
-USD 64.2 M
|
-921,458
|
-2%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
USD 2641 M
|
+USD 105 M
|
+1,501,083
|
+4%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
USD 2605 M
|
+USD 57.2 M
|
+821,010
|
+2%
|
|
|
15
|
|
USD 2255 M
|
+USD 331 M
|
+4,745,816
|
+18%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
USD 2201 M
|
+USD 16.1 M
|
+230,513
|
+0.8%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
USD 2179 M
|
-USD 121 M
|
-1,742,024
|
-5%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
USD 2128 M
|
-USD 244 M
|
-3,506,619
|
-11%
|
|
|
19
|
LPL Financial
San Diego,
California
|
USD 2024 M
|
+USD 42.1 M
|
+604,337
|
+2%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
USD 1771 M
|
+USD 8.62 M
|
+123,806
|
+0.5%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
USD 1600 M
|
+USD 68.1 M
|
+977,255
|
+5%
|
|
|
22
|
|
USD 1528 M
|
+USD 70.9 M
|
+1,018,080
|
+5%
|
|
|
23
|
Vanguard Global Advisers
Malvern,
Pennsylvania
|
USD 1511 M
|
+USD 15.5 M
|
+222,154
|
+1%
|
|
|
24
|
TIAA-CREF Individual & Institutional Services
New York
|
USD 1444 M
|
+USD 20.2 M
|
+289,328
|
+1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 1188 M
|
-USD 7.2 M
|
-103,380
|
-0.6%
|
|
