|
1
|
|
$10.3B
|
+$616M
|
+8,283,073
|
+6%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.7B
|
+$319M
|
+4,285,563
|
+3%
|
|
|
3
|
|
$9.25B
|
+$1.21B
|
+16,287,510
|
+15%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$8.72B
|
-$533M
|
-7,161,766
|
-6%
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$5.84B
|
+$520M
|
+6,989,480
|
+10%
|
|
|
6
|
Align Financial
Hermantown,
Minnesota
|
$2.07B
|
+$154M
|
+2,070,865
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$1.83B
|
-$110M
|
-1,473,851
|
-6%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.77B
|
+$77.4M
|
+1,039,731
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.59B
|
-$9.27M
|
-124,559
|
-0.6%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$1.58B
|
+$47.8M
|
+641,984
|
+3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.38B
|
+$72.3M
|
+971,603
|
+6%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$1.32B
|
+$72.5M
|
+973,898
|
+6%
|
|
|
13
|
|
$1.06B
|
+$1.54M
|
+20,725
|
+0.1%
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$955M
|
-$52.4M
|
-704,354
|
-5%
|
|
|
15
|
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
|
$726M
|
+$4.75M
|
+63,785
|
+0.7%
|
|
|
16
|
Mastercard Foundation Asset Management (MFAM)
Toronto,
Ontario, Canada
|
$656M
|
–
|
–
|
–
|
|
|
17
|
|
$635M
|
+$28M
|
+375,854
|
+5%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$617M
|
+$415M
|
+5,572,240
|
+199%
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$597M
|
+$87.3M
|
+1,173,486
|
+17%
|
|
|
20
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$593M
|
+$29.4M
|
+394,349
|
+5%
|
|
|
21
|
Pure Financial Advisors
San Diego,
California
|
$589M
|
+$50.4M
|
+676,764
|
+9%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$573M
|
+$64.4M
|
+865,224
|
+13%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$570M
|
+$21.2M
|
+284,567
|
+4%
|
|
|
24
|
Facet Wealth Inc
Baltimore,
Maryland
|
$493M
|
+$67.5M
|
+906,255
|
+16%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$460M
|
+$10.7M
|
+143,454
|
+2%
|
|
