|
1
|
Wells Fargo
San Francisco,
California
|
$2.85B
|
+$12.4M
|
+322,724
|
+0.4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.76B
|
+$147M
|
+3,828,657
|
+8%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$765M
|
+$140M
|
+3,650,988
|
+20%
|
|
|
4
|
|
$677M
|
+$115M
|
+2,988,667
|
+19%
|
|
|
5
|
|
$564M
|
+$39.4M
|
+1,026,369
|
+7%
|
|
|
6
|
Windhaven Investment Management
Boston,
Massachusetts
|
$553M
|
-$49.6M
|
-1,290,318
|
-8%
|
|
|
7
|
SCS Capital Management
Boston,
Massachusetts
|
$544M
|
+$57.3M
|
+1,492,931
|
+11%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$480M
|
+$116M
|
+3,031,802
|
+29%
|
|
|
9
|
Vanguard Group
Malvern,
Pennsylvania
|
$447M
|
+$26.4M
|
+687,316
|
+6%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$403M
|
-$6.64M
|
-172,788
|
-2%
|
|
|
11
|
Wealthfront
Palo Alto,
California
|
$378M
|
-$287M
|
-7,477,167
|
-88%
|
|
|
12
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$378M
|
+$51.7M
|
+1,347,071
|
+15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$359M
|
+$28.3M
|
+735,473
|
+8%
|
|
|
14
|
|
$314M
|
-$30M
|
-780,298
|
-8%
|
|
|
15
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$282M
|
+$8.09M
|
+210,498
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$198M
|
+$21.9M
|
+571,027
|
+11%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$194M
|
+$1.25M
|
+32,527
|
+0.6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$189M
|
+$22.4M
|
+583,754
|
+12%
|
|
|
19
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$166M
|
+$41.6M
|
+1,082,000
|
+30%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$164M
|
+$38.6M
|
+1,005,191
|
+28%
|
|
|
21
|
United Services Automobile Association
San Antonio,
Texas
|
$155M
|
+$154M
|
+4,006,600
|
+1,182%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$144M
|
+$9.68M
|
+252,002
|
+7%
|
|
|
23
|
Choate Investment Advisors
Boston,
Massachusetts
|
$134M
|
-$36.3M
|
-944,288
|
-20%
|
|
|
24
|
Truepoint Inc
Cincinnati,
Ohio
|
$126M
|
-$4.94M
|
-128,578
|
-4%
|
|
|
25
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$116M
|
+$2.01M
|
+52,417
|
+2%
|
|
