|
1
|
Wells Fargo
San Francisco,
California
|
$2.25B
|
+$99.5M
|
+2,453,044
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.28B
|
+$247M
|
+6,097,661
|
+25%
|
|
|
3
|
Windhaven Investment Management
Boston,
Massachusetts
|
$683M
|
+$106M
|
+2,623,454
|
+19%
|
|
|
4
|
|
$462M
|
+$89M
|
+2,194,574
|
+25%
|
|
|
5
|
|
$435M
|
+$28.6M
|
+704,971
|
+7%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$396M
|
+$68.1M
|
+1,679,896
|
+21%
|
|
|
7
|
Wilmington Trust
Wilmington,
Delaware
|
$290M
|
+$4.75M
|
+117,008
|
+2%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$251M
|
+$45.8M
|
+1,128,924
|
+23%
|
|
|
9
|
Windham Capital Management
Boston,
Massachusetts
|
$213M
|
+$17.4M
|
+428,739
|
+9%
|
|
|
10
|
Choate Investment Advisors
Boston,
Massachusetts
|
$198M
|
+$19.6M
|
+484,464
|
+11%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$191M
|
+$19.7M
|
+484,636
|
+12%
|
|
|
12
|
|
$191M
|
-$130K
|
-3,208
|
-0.1%
|
|
|
13
|
|
$186M
|
+$61.5M
|
+1,516,457
|
+51%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$149M
|
+$1.41M
|
+34,689
|
+1%
|
|
|
15
|
City National Bank
Beverly Hills,
Delaware
|
$138M
|
+$15.1M
|
+372,553
|
+13%
|
|
|
16
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$120M
|
-$12.1M
|
-297,365
|
-9%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$116M
|
+$3.76M
|
+92,746
|
+3%
|
|
|
18
|
Truepoint Inc
Cincinnati,
Ohio
|
$116M
|
-$871K
|
-21,486
|
-0.8%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$101M
|
+$10.6M
|
+260,575
|
+12%
|
|
|
20
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$90.1M
|
+$2.79M
|
+68,755
|
+3%
|
|
|
21
|
BOK Financial Private Wealth
Denver,
Colorado
|
$85.8M
|
+$1.13M
|
+27,762
|
+1%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$85.3M
|
+$3.36M
|
+82,933
|
+4%
|
|
|
23
|
Mutual of America Capital Management
New York
|
$84.5M
|
+$5.31M
|
+131,000
|
+7%
|
|
|
24
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$83.4M
|
–
|
–
|
–
|
|
|
25
|
Commerce Bank
Kansas City,
Missouri
|
$79.6M
|
+$117K
|
+2,885
|
+0.2%
|
|
