|
1
|
Wells Fargo
San Francisco,
California
|
$2.63B
|
+$214M
|
+5,146,509
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.55B
|
+$59.3M
|
+1,424,083
|
+4%
|
|
|
3
|
|
$680M
|
+$132M
|
+3,173,494
|
+23%
|
|
|
4
|
Windhaven Investment Management
Boston,
Massachusetts
|
$628M
|
-$29.7M
|
-713,737
|
-4%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$525M
|
+$30.2M
|
+725,873
|
+6%
|
|
|
6
|
|
$452M
|
+$21.1M
|
+507,605
|
+5%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$417M
|
+$425M
|
+10,212,009
|
+3,740%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$315M
|
+$5.09M
|
+122,237
|
+2%
|
|
|
9
|
City National Bank
Beverly Hills,
Delaware
|
$270M
|
-$71M
|
-1,706,111
|
-20%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$268M
|
+$12.4M
|
+298,733
|
+5%
|
|
|
11
|
Choate Investment Advisors
Boston,
Massachusetts
|
$239M
|
+$1.23M
|
+29,570
|
+0.5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$233M
|
+$26.6M
|
+639,510
|
+12%
|
|
|
13
|
|
$228M
|
-$2.69M
|
-64,580
|
-1%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$220M
|
+$78.2M
|
+1,879,027
|
+51%
|
|
|
15
|
Windham Capital Management
Boston,
Massachusetts
|
$219M
|
+$11.4M
|
+274,396
|
+5%
|
|
|
16
|
|
$212M
|
+$7.16M
|
+171,994
|
+3%
|
|
|
17
|
Wealthfront
Palo Alto,
California
|
$179M
|
-$24.3M
|
-584,981
|
-11%
|
|
|
18
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$147M
|
-$26M
|
-624,161
|
-14%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$147M
|
+$20.9M
|
+503,239
|
+16%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$130M
|
+$43.4M
|
+1,044,055
|
+47%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$129M
|
+$5.66M
|
+136,074
|
+4%
|
|
|
22
|
Truepoint Inc
Cincinnati,
Ohio
|
$125M
|
+$7.21M
|
+173,268
|
+6%
|
|
|
23
|
Constellation Wealth Advisors
New York
|
$115M
|
+$114M
|
+2,729,786
|
+1,555%
|
|
|
24
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$114M
|
+$7.72M
|
+185,636
|
+7%
|
|
|
25
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$103M
|
+$7.44M
|
+178,926
|
+7%
|
|
