|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.41B
|
-$46.1M
|
-1,033,759
|
-0.8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.9B
|
-$17.5M
|
-392,732
|
-0.3%
|
|
|
3
|
|
$2.89B
|
-$167M
|
-3,735,564
|
-5%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.72B
|
+$154M
|
+3,443,111
|
+6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$2.66B
|
+$65.9M
|
+1,479,228
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.1B
|
+$114M
|
+2,563,073
|
+6%
|
|
|
7
|
|
$1.42B
|
+$74.8M
|
+1,678,464
|
+5%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.29B
|
+$776M
|
+17,400,114
|
+137%
|
|
|
9
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.29B
|
+$99.5M
|
+2,232,581
|
+8%
|
|
|
10
|
Wealthfront
Palo Alto,
California
|
$1.13B
|
+$15.9M
|
+356,799
|
+1%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.07B
|
+$46M
|
+1,030,839
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.06B
|
+$21.3M
|
+477,915
|
+2%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$969M
|
+$48.3M
|
+1,084,148
|
+5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$933M
|
+$44.6M
|
+1,000,723
|
+5%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$879M
|
+$44.6M
|
+1,000,963
|
+5%
|
|
|
16
|
SCS Capital Management
Boston,
Massachusetts
|
$782M
|
+$17.7M
|
+397,265
|
+2%
|
|
|
17
|
Vanguard Group
Malvern,
Pennsylvania
|
$747M
|
+$3.36M
|
+75,270
|
+0.4%
|
|
|
18
|
|
$669M
|
+$7.45M
|
+167,196
|
+1%
|
|
|
19
|
|
$549M
|
+$136M
|
+3,055,800
|
+31%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$515M
|
+$14.9M
|
+334,640
|
+3%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$483M
|
-$9.36M
|
-210,018
|
-2%
|
|
|
22
|
|
$419M
|
+$25.1M
|
+563,644
|
+6%
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$392M
|
+$35.7M
|
+801,012
|
+10%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$364M
|
+$19.1M
|
+428,866
|
+5%
|
|
|
25
|
TIAA FSB
Jacksonville,
Florida
|
$361M
|
+$106M
|
+2,368,041
|
+39%
|
|
