|
1
|
Wells Fargo
San Francisco,
California
|
$2.6B
|
+$373M
|
+8,845,668
|
+17%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.6B
|
+$152M
|
+3,612,573
|
+11%
|
|
|
3
|
Windhaven Investment Management
Boston,
Massachusetts
|
$701M
|
-$1.13M
|
-26,745
|
-0.2%
|
|
|
4
|
|
$594M
|
+$32M
|
+760,129
|
+6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$531M
|
+$65.3M
|
+1,550,916
|
+14%
|
|
|
6
|
|
$463M
|
+$20.6M
|
+488,960
|
+5%
|
|
|
7
|
City National Bank
Beverly Hills,
Delaware
|
$362M
|
+$179M
|
+4,250,072
|
+100%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$332M
|
+$41.3M
|
+979,206
|
+14%
|
|
|
9
|
Wilmington Trust
Wilmington,
Delaware
|
$319M
|
+$12.9M
|
+306,519
|
+4%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$275M
|
+$272M
|
+6,449,694
|
+228,550%
|
|
|
11
|
Choate Investment Advisors
Boston,
Massachusetts
|
$254M
|
+$18.7M
|
+444,677
|
+8%
|
|
|
12
|
|
$247M
|
+$27.2M
|
+645,450
|
+13%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$223M
|
+$14.8M
|
+350,091
|
+7%
|
|
|
14
|
Windham Capital Management
Boston,
Massachusetts
|
$222M
|
-$4.88M
|
-115,715
|
-2%
|
|
|
15
|
|
$220M
|
+$5.37M
|
+127,418
|
+3%
|
|
|
16
|
Wealthfront
Palo Alto,
California
|
$219M
|
+$56.8M
|
+1,348,471
|
+36%
|
|
|
17
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$185M
|
+$121M
|
+2,882,300
|
+199%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$156M
|
+$583K
|
+13,847
|
+0.4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$136M
|
+$9.95M
|
+236,179
|
+8%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$133M
|
+$7.31M
|
+173,547
|
+6%
|
|
|
21
|
Truepoint Inc
Cincinnati,
Ohio
|
$126M
|
+$4.86M
|
+115,375
|
+4%
|
|
|
22
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$114M
|
+$113M
|
+2,675,685
|
New
|
|
|
23
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$103M
|
+$6.84M
|
+162,315
|
+7%
|
|
|
24
|
Mutual of America Capital Management
New York
|
$103M
|
+$13.3M
|
+316,800
|
+15%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$96.6M
|
+$4.94M
|
+117,334
|
+5%
|
|
