|
1
|
Wells Fargo
San Francisco,
California
|
$3.48B
|
+$504M
|
+14,600,660
|
+18%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.91B
|
-$198K
|
-5,731
|
-0%
|
|
|
3
|
|
$1.01B
|
+$164M
|
+4,763,280
|
+20%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$957M
|
+$75.5M
|
+2,187,923
|
+9%
|
|
|
5
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$863M
|
+$830M
|
+24,039,635
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$698M
|
+$121M
|
+3,492,063
|
+22%
|
|
|
7
|
|
$632M
|
+$54.2M
|
+1,571,343
|
+10%
|
|
|
8
|
SCS Capital Management
Boston,
Massachusetts
|
$610M
|
+$373M
|
+10,814,110
|
+175%
|
|
|
9
|
Vanguard Group
Malvern,
Pennsylvania
|
$535M
|
+$42.6M
|
+1,235,738
|
+9%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$517M
|
+$10M
|
+290,677
|
+2%
|
|
|
11
|
Windhaven Investment Management
Boston,
Massachusetts
|
$475M
|
-$28.2M
|
-816,757
|
-6%
|
|
|
12
|
Wealthfront
Palo Alto,
California
|
$448M
|
+$121M
|
+3,514,523
|
+39%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$406M
|
+$10.1M
|
+292,115
|
+3%
|
|
|
14
|
|
$374M
|
-$11.2M
|
-324,486
|
-3%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$356M
|
-$37.8M
|
-1,094,063
|
-10%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$326M
|
+$113M
|
+3,278,743
|
+57%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$321M
|
-$633K
|
-18,331
|
-0.2%
|
|
|
18
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$305M
|
+$11.2M
|
+325,386
|
+4%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$278M
|
+$105M
|
+3,052,261
|
+65%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$235M
|
+$15.6M
|
+452,030
|
+7%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$199M
|
+$4.8M
|
+138,962
|
+3%
|
|
|
22
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$182M
|
+$10.1M
|
+291,329
|
+6%
|
|
|
23
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$167M
|
–
|
–
|
–
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$163M
|
+$5.94M
|
+172,190
|
+4%
|
|
|
25
|
Truepoint Inc
Cincinnati,
Ohio
|
$146M
|
+$3.22M
|
+93,421
|
+2%
|
|
