|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.63B
|
+$459M
|
+10,108,160
|
+9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$5.07B
|
+$71.8M
|
+1,582,482
|
+1%
|
|
|
3
|
|
$3.19B
|
+$241M
|
+5,307,790
|
+8%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$2.68B
|
+$580M
|
+12,780,216
|
+27%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.67B
|
+$190M
|
+4,192,832
|
+7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.08B
|
+$4.49M
|
+99,060
|
+0.2%
|
|
|
7
|
|
$1.39B
|
+$104M
|
+2,291,419
|
+8%
|
|
|
8
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.23B
|
-$358M
|
-7,898,252
|
-22%
|
|
|
9
|
Windhaven Investment Management
Boston,
Massachusetts
|
$1.22B
|
-$9.43M
|
-207,918
|
-0.7%
|
|
|
10
|
Wealthfront
Palo Alto,
California
|
$1.15B
|
-$58.1M
|
-1,281,138
|
-5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$1.07B
|
+$81.7M
|
+1,800,254
|
+8%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.06B
|
+$52.5M
|
+1,156,828
|
+5%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$952M
|
+$25.1M
|
+553,609
|
+3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$918M
|
+$111M
|
+2,450,754
|
+13%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$862M
|
+$183M
|
+4,023,702
|
+26%
|
|
|
16
|
SCS Capital Management
Boston,
Massachusetts
|
$789M
|
+$17.5M
|
+385,624
|
+2%
|
|
|
17
|
Vanguard Group
Malvern,
Pennsylvania
|
$767M
|
+$25.8M
|
+568,042
|
+3%
|
|
|
18
|
|
$683M
|
+$54M
|
+1,190,972
|
+8%
|
|
|
19
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$562M
|
+$6.8M
|
+149,860
|
+1%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$517M
|
+$61.1M
|
+1,346,261
|
+13%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$507M
|
-$6.82M
|
-150,391
|
-1%
|
|
|
22
|
|
$431M
|
–
|
–
|
–
|
|
|
23
|
|
$408M
|
+$12.8M
|
+283,150
|
+3%
|
|
|
24
|
Jasper Ridge Partners
Menlo Park,
California
|
$375M
|
+$90.3M
|
+1,989,408
|
+31%
|
|
|
25
|
United Services Automobile Association
San Antonio,
Texas
|
$369M
|
-$25.5M
|
-560,939
|
-6%
|
|
