|
1
|
Wells Fargo
San Francisco,
California
|
$4.38B
|
+$175M
|
+4,291,456
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.91B
|
+$629M
|
+15,420,920
|
+19%
|
|
|
3
|
|
$2.71B
|
+$307M
|
+7,535,415
|
+13%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$2B
|
+$139M
|
+3,405,121
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.87B
|
+$430M
|
+10,540,956
|
+30%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$1.65B
|
+$135M
|
+3,315,802
|
+9%
|
|
|
7
|
|
$1.15B
|
+$90.2M
|
+2,212,381
|
+9%
|
|
|
8
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.12B
|
+$2.54M
|
+62,389
|
+0.2%
|
|
|
9
|
Windhaven Investment Management
Boston,
Massachusetts
|
$900M
|
+$10.1M
|
+248,694
|
+1%
|
|
|
10
|
Wealthfront
Palo Alto,
California
|
$891M
|
+$122M
|
+3,004,922
|
+16%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$878M
|
+$97.4M
|
+2,390,411
|
+13%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$834M
|
+$137M
|
+3,363,463
|
+20%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$817M
|
+$50.6M
|
+1,241,138
|
+7%
|
|
|
14
|
SCS Capital Management
Boston,
Massachusetts
|
$717M
|
-$9.93M
|
-243,466
|
-1%
|
|
|
15
|
Vanguard Group
Malvern,
Pennsylvania
|
$647M
|
+$42.2M
|
+1,034,555
|
+7%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$608M
|
+$60.9M
|
+1,493,532
|
+11%
|
|
|
17
|
|
$524M
|
-$5.75M
|
-140,935
|
-1%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$493M
|
+$47.7M
|
+1,170,264
|
+11%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$477M
|
+$10.2M
|
+250,014
|
+2%
|
|
|
20
|
|
$470M
|
+$277M
|
+6,789,313
|
+148%
|
|
|
21
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$470M
|
-$9.98M
|
-244,927
|
-2%
|
|
|
22
|
|
$403M
|
–
|
–
|
–
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$394M
|
+$13.5M
|
+330,447
|
+4%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$387M
|
+$1.47M
|
+36,154
|
+0.4%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$377M
|
+$84.5M
|
+2,071,836
|
+29%
|
|
