|
1
|
Wells Fargo
San Francisco,
California
|
$3.39B
|
-$156M
|
-4,229,467
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.25B
|
+$84.8M
|
+2,305,274
|
+4%
|
|
|
3
|
|
$1.51B
|
+$239M
|
+6,509,165
|
+19%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.15B
|
+$91.9M
|
+2,499,196
|
+9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$988M
|
+$128M
|
+3,490,488
|
+15%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$987M
|
+$136M
|
+3,703,909
|
+16%
|
|
|
7
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$931M
|
+$137M
|
+3,720,737
|
+18%
|
|
|
8
|
|
$740M
|
+$61.5M
|
+1,673,313
|
+9%
|
|
|
9
|
SCS Capital Management
Boston,
Massachusetts
|
$611M
|
+$2.04M
|
+55,369
|
+0.3%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$604M
|
+$64.8M
|
+1,761,861
|
+12%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$598M
|
+$29.7M
|
+808,406
|
+5%
|
|
|
12
|
Vanguard Group
Malvern,
Pennsylvania
|
$539M
|
-$24.1M
|
-654,420
|
-4%
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$533M
|
+$28.4M
|
+772,976
|
+6%
|
|
|
14
|
Wealthfront
Palo Alto,
California
|
$460M
|
+$52.8M
|
+1,435,365
|
+13%
|
|
|
15
|
|
$454M
|
+$13.3M
|
+361,866
|
+3%
|
|
|
16
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$436M
|
+$65.9K
|
+1,791
|
+0%
|
|
|
17
|
Windhaven Investment Management
Boston,
Massachusetts
|
$432M
|
-$27M
|
-734,965
|
-6%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$412M
|
+$9.09M
|
+247,103
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$361M
|
+$19.3M
|
+525,209
|
+6%
|
|
|
20
|
United Services Automobile Association
San Antonio,
Texas
|
$310M
|
+$9.14M
|
+248,445
|
+3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$302M
|
+$19M
|
+516,195
|
+7%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$226M
|
+$43M
|
+1,168,381
|
+24%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$226M
|
+$30.7M
|
+835,694
|
+16%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$213M
|
-$4.54M
|
-123,415
|
-2%
|
|
|
25
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$186M
|
+$20.7M
|
+561,844
|
+13%
|
|
