|
1
|
Wells Fargo
San Francisco,
California
|
$3.99B
|
+$241M
|
+6,281,646
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.11B
|
+$593M
|
+15,469,911
|
+24%
|
|
|
3
|
|
$2.28B
|
+$407M
|
+10,611,160
|
+22%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.77B
|
+$481M
|
+12,540,762
|
+39%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.43B
|
+$139M
|
+3,619,278
|
+11%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.37B
|
+$161M
|
+4,192,882
|
+14%
|
|
|
7
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.06B
|
+$31.7M
|
+827,000
|
+3%
|
|
|
8
|
|
$1.01B
|
+$108M
|
+2,823,674
|
+12%
|
|
|
9
|
Windhaven Investment Management
Boston,
Massachusetts
|
$847M
|
+$225M
|
+5,862,831
|
+37%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$741M
|
+$57.2M
|
+1,492,096
|
+9%
|
|
|
11
|
Wealthfront
Palo Alto,
California
|
$730M
|
+$161M
|
+4,213,281
|
+29%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$729M
|
+$61.7M
|
+1,609,794
|
+10%
|
|
|
13
|
SCS Capital Management
Boston,
Massachusetts
|
$692M
|
+$977K
|
+25,492
|
+0.1%
|
|
|
14
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$661M
|
+$68.9M
|
+1,797,368
|
+12%
|
|
|
15
|
Vanguard Group
Malvern,
Pennsylvania
|
$575M
|
+$12.6M
|
+328,909
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$519M
|
+$130M
|
+3,386,609
|
+34%
|
|
|
17
|
|
$504M
|
+$23.2M
|
+604,223
|
+5%
|
|
|
18
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$456M
|
-$1.39M
|
-36,364
|
-0.3%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$444M
|
-$5.32M
|
-138,723
|
-1%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$423M
|
+$179M
|
+4,674,081
|
+77%
|
|
|
21
|
|
$383M
|
+$23.9M
|
+624,000
|
+7%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$367M
|
+$16.9M
|
+441,936
|
+5%
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$362M
|
+$31.3M
|
+815,533
|
+10%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$285M
|
+$84.9M
|
+2,216,561
|
+44%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$275M
|
+$15.9M
|
+415,435
|
+6%
|
|
