|
1
|
Wells Fargo
San Francisco,
California
|
$3.02B
|
+$86M
|
+2,291,987
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.95B
|
+$140M
|
+3,725,355
|
+8%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$899M
|
+$112M
|
+2,999,448
|
+14%
|
|
|
4
|
|
$859M
|
+$164M
|
+4,385,837
|
+23%
|
|
|
5
|
|
$590M
|
+$8.31M
|
+221,452
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$586M
|
+$93.6M
|
+2,496,208
|
+19%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$519M
|
+$152M
|
+4,060,006
|
+40%
|
|
|
8
|
Windhaven Investment Management
Boston,
Massachusetts
|
$516M
|
-$54.8M
|
-1,460,032
|
-9%
|
|
|
9
|
Vanguard Group
Malvern,
Pennsylvania
|
$502M
|
+$42.6M
|
+1,135,400
|
+9%
|
|
|
10
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$405M
|
+$16M
|
+425,526
|
+4%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$404M
|
-$11.1M
|
-296,492
|
-3%
|
|
|
12
|
|
$395M
|
+$72.9M
|
+1,943,093
|
+22%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$329M
|
+$138M
|
+3,675,030
|
+69%
|
|
|
14
|
Wealthfront
Palo Alto,
California
|
$329M
|
+$296M
|
+7,902,281
|
+744%
|
|
|
15
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$300M
|
+$10.1M
|
+268,587
|
+3%
|
|
|
16
|
SCS Capital Management
Boston,
Massachusetts
|
$227M
|
-$340M
|
-9,076,140
|
-59%
|
|
|
17
|
Choate Investment Advisors
Boston,
Massachusetts
|
$224M
|
+$80.7M
|
+2,151,495
|
+57%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$224M
|
+$20.3M
|
+540,677
|
+10%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$213M
|
+$44.9M
|
+1,197,057
|
+26%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$199M
|
-$1.5M
|
-39,915
|
-0.7%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$176M
|
+$15.4M
|
+409,563
|
+9%
|
|
|
22
|
United Services Automobile Association
San Antonio,
Texas
|
$172M
|
+$12.9M
|
+344,900
|
+8%
|
|
|
23
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$171M
|
–
|
–
|
–
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$160M
|
+$12.3M
|
+328,510
|
+8%
|
|
|
25
|
Truepoint Inc
Cincinnati,
Ohio
|
$146M
|
+$16.8M
|
+447,398
|
+13%
|
|
