|
1
|
Wells Fargo
San Francisco,
California
|
$2.68B
|
+$179M
|
+4,612,293
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.45B
|
-$27M
|
-696,090
|
-2%
|
|
|
3
|
|
$674M
|
+$26.6M
|
+687,646
|
+4%
|
|
|
4
|
SCS Capital Management
Boston,
Massachusetts
|
$580M
|
+$593M
|
+15,304,038
|
New
|
|
|
5
|
Windhaven Investment Management
Boston,
Massachusetts
|
$568M
|
-$30M
|
-774,864
|
-5%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$535M
|
+$36.3M
|
+937,188
|
+7%
|
|
|
7
|
|
$463M
|
+$32.8M
|
+846,181
|
+7%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$403M
|
+$6.08M
|
+157,075
|
+1%
|
|
|
9
|
Vanguard Group
Malvern,
Pennsylvania
|
$332M
|
+$32.3M
|
+833,782
|
+11%
|
|
|
10
|
|
$282M
|
+$288M
|
+7,440,086
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$274M
|
+$52.7M
|
+1,361,908
|
+23%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$273M
|
+$279M
|
+7,195,623
|
New
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$272M
|
+$16.1M
|
+416,734
|
+6%
|
|
|
14
|
Choate Investment Advisors
Boston,
Massachusetts
|
$226M
|
-$1.68M
|
-43,278
|
-0.7%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$206M
|
-$3.98M
|
-102,820
|
-2%
|
|
|
16
|
|
$205M
|
+$3.68M
|
+94,941
|
+2%
|
|
|
17
|
Wealthfront
Palo Alto,
California
|
$201M
|
+$30.5M
|
+787,910
|
+17%
|
|
|
18
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$174M
|
+$34.6M
|
+893,365
|
+24%
|
|
|
19
|
|
$159M
|
+$116M
|
+2,992,979
|
+249%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$154M
|
+$14.5M
|
+375,001
|
+10%
|
|
|
21
|
Windham Capital Management
Boston,
Massachusetts
|
$150M
|
-$59.7M
|
-1,541,964
|
-28%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$140M
|
+$16M
|
+412,254
|
+13%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$135M
|
+$12.6M
|
+324,991
|
+10%
|
|
|
24
|
City National Bank
Beverly Hills,
Delaware
|
$132M
|
-$128M
|
-3,315,400
|
-49%
|
|
|
25
|
Truepoint Inc
Cincinnati,
Ohio
|
$127M
|
+$8.25M
|
+213,107
|
+7%
|
|
