|
1
|
Wells Fargo
San Francisco,
California
|
$3.16B
|
+$168M
|
+4,066,422
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.81B
|
+$127M
|
+3,061,196
|
+7%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$707M
|
+$61.1M
|
+1,477,910
|
+9%
|
|
|
4
|
Windhaven Investment Management
Boston,
Massachusetts
|
$666M
|
-$30.1M
|
-727,089
|
-4%
|
|
|
5
|
|
$635M
|
+$153M
|
+3,695,239
|
+30%
|
|
|
6
|
|
$587M
|
+$79.4M
|
+1,921,085
|
+15%
|
|
|
7
|
SCS Capital Management
Boston,
Massachusetts
|
$546M
|
-$89.1M
|
-2,155,234
|
-14%
|
|
|
8
|
Vanguard Group
Malvern,
Pennsylvania
|
$470M
|
+$70.4M
|
+1,701,778
|
+17%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$455M
|
+$8.34M
|
+201,604
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$414M
|
+$47.9M
|
+1,158,763
|
+12%
|
|
|
11
|
|
$380M
|
+$8.21M
|
+198,496
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$370M
|
+$51.6M
|
+1,247,956
|
+15%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$367M
|
+$383M
|
+9,256,265
|
New
|
|
|
14
|
Wealthfront
Palo Alto,
California
|
$339M
|
+$24.6M
|
+595,395
|
+7%
|
|
|
15
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$305M
|
-$2.89M
|
-69,995
|
-0.9%
|
|
|
16
|
Windham Capital Management
Boston,
Massachusetts
|
$238M
|
+$128M
|
+3,091,848
|
+107%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$215M
|
-$2M
|
-48,371
|
-0.9%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$198M
|
+$15.7M
|
+378,894
|
+8%
|
|
|
19
|
Choate Investment Advisors
Boston,
Massachusetts
|
$187M
|
-$23.6M
|
-571,194
|
-11%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$187M
|
+$26M
|
+627,558
|
+15%
|
|
|
21
|
|
$170M
|
+$28.9M
|
+700,085
|
+20%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$165M
|
+$7.83M
|
+189,448
|
+5%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$150M
|
+$156M
|
+3,784,330
|
New
|
|
|
24
|
|
$146M
|
+$54.7K
|
+1,323
|
+0%
|
|
|
25
|
Truepoint Inc
Cincinnati,
Ohio
|
$145M
|
+$7.01M
|
+169,486
|
+5%
|
|
