|
1
|
Wells Fargo
San Francisco,
California
|
$3.01B
|
+$190M
|
+4,842,174
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.69B
|
+$165M
|
+4,212,659
|
+11%
|
|
|
3
|
Windhaven Investment Management
Boston,
Massachusetts
|
$698M
|
+$99.3M
|
+2,533,994
|
+17%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$651M
|
+$86.6M
|
+2,209,314
|
+16%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$635M
|
+$24.5M
|
+626,190
|
+4%
|
|
|
6
|
|
$513M
|
+$26.4M
|
+672,834
|
+6%
|
|
|
7
|
|
$491M
|
+$191M
|
+4,879,939
|
+66%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$449M
|
+$24.7M
|
+629,253
|
+6%
|
|
|
9
|
Vanguard Group
Malvern,
Pennsylvania
|
$404M
|
+$54.9M
|
+1,401,354
|
+16%
|
|
|
10
|
|
$374M
|
-$329M
|
-8,406,620
|
-47%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$370M
|
+$80.5M
|
+2,053,902
|
+28%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$322M
|
+$34.8M
|
+888,902
|
+12%
|
|
|
13
|
Wealthfront
Palo Alto,
California
|
$316M
|
+$104M
|
+2,647,600
|
+50%
|
|
|
14
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$309M
|
+$23.6M
|
+601,342
|
+8%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$218M
|
+$1.17M
|
+29,893
|
+0.6%
|
|
|
16
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$215M
|
+$31M
|
+792,000
|
+17%
|
|
|
17
|
Choate Investment Advisors
Boston,
Massachusetts
|
$211M
|
-$26.2M
|
-669,057
|
-11%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$184M
|
+$21.4M
|
+544,844
|
+13%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$163M
|
+$15.4M
|
+392,968
|
+11%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$160M
|
+$16.3M
|
+416,056
|
+12%
|
|
|
21
|
|
$147M
|
-$67.9M
|
-1,732,809
|
-32%
|
|
|
22
|
Baird
Milwaukee,
Wisconsin
|
$146M
|
+$63.5M
|
+1,621,687
|
+79%
|
|
|
23
|
|
$142M
|
-$24.2M
|
-617,669
|
-15%
|
|
|
24
|
Truepoint Inc
Cincinnati,
Ohio
|
$139M
|
+$5.12M
|
+130,738
|
+4%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$124M
|
+$11.9M
|
+304,027
|
+11%
|
|
