|
1
|
Wells Fargo
San Francisco,
California
|
$3.48B
|
+$177M
|
+4,838,811
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.33B
|
+$135M
|
+3,703,772
|
+6%
|
|
|
3
|
|
$1.73B
|
+$252M
|
+6,916,162
|
+17%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.2B
|
+$78.6M
|
+2,153,865
|
+7%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.19B
|
+$224M
|
+6,136,056
|
+23%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12B
|
+$151M
|
+4,130,596
|
+16%
|
|
|
7
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$954M
|
+$44.5M
|
+1,220,000
|
+5%
|
|
|
8
|
|
$832M
|
+$109M
|
+2,977,618
|
+15%
|
|
|
9
|
SCS Capital Management
Boston,
Massachusetts
|
$642M
|
+$45.4M
|
+1,245,431
|
+8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$634M
|
+$50.4M
|
+1,381,276
|
+9%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$619M
|
+$28.1M
|
+769,839
|
+5%
|
|
|
12
|
Windhaven Investment Management
Boston,
Massachusetts
|
$573M
|
+$151M
|
+4,127,617
|
+36%
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$549M
|
+$27.9M
|
+763,602
|
+5%
|
|
|
14
|
Wealthfront
Palo Alto,
California
|
$524M
|
+$74.9M
|
+2,053,623
|
+17%
|
|
|
15
|
Vanguard Group
Malvern,
Pennsylvania
|
$523M
|
-$3.84M
|
-105,127
|
-0.7%
|
|
|
16
|
|
$446M
|
+$2.3M
|
+63,140
|
+0.5%
|
|
|
17
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$426M
|
-$3.28K
|
-90
|
-0%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$418M
|
+$14.8M
|
+406,312
|
+4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$359M
|
+$6.25M
|
+171,226
|
+2%
|
|
|
20
|
|
$333M
|
+$172M
|
+4,705,300
|
+106%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$325M
|
+$29.6M
|
+811,248
|
+10%
|
|
|
22
|
United Services Automobile Association
San Antonio,
Texas
|
$307M
|
+$4.36M
|
+119,635
|
+1%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$244M
|
+$21.9M
|
+600,462
|
+10%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$222M
|
+$1.1M
|
+30,220
|
+0.5%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$207M
|
-$1.11M
|
-30,305
|
-0.5%
|
|
