|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.56B
|
+$102M
|
+2,370,229
|
+2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.91B
|
-$28.7M
|
-666,705
|
-0.6%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.78B
|
+$23.4M
|
+542,970
|
+0.9%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$2.76B
|
+$77.4M
|
+1,794,876
|
+3%
|
|
|
5
|
|
$2.73B
|
-$192M
|
-4,447,032
|
-7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.5B
|
+$379M
|
+8,789,176
|
+18%
|
|
|
7
|
|
$1.39B
|
-$37.7M
|
-874,902
|
-3%
|
|
|
8
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.36B
|
+$62.9M
|
+1,459,828
|
+5%
|
|
|
9
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.35B
|
+$43.7M
|
+1,012,984
|
+3%
|
|
|
10
|
Wealthfront
Palo Alto,
California
|
$1.26B
|
+$118M
|
+2,727,965
|
+10%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.24B
|
+$160M
|
+3,704,709
|
+15%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.09B
|
+$14.7M
|
+341,292
|
+1%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.04B
|
+$58.9M
|
+1,367,577
|
+6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$980M
|
+$38.7M
|
+896,730
|
+4%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$905M
|
+$18.4M
|
+426,779
|
+2%
|
|
|
16
|
SCS Capital Management
Boston,
Massachusetts
|
$799M
|
+$10.2M
|
+237,093
|
+1%
|
|
|
17
|
Vanguard Group
Malvern,
Pennsylvania
|
$744M
|
-$8.96M
|
-207,805
|
-1%
|
|
|
18
|
|
$692M
|
+$16.8M
|
+389,938
|
+3%
|
|
|
19
|
|
$607M
|
+$52.3M
|
+1,213,650
|
+9%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$530M
|
+$10.7M
|
+247,886
|
+2%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$483M
|
-$4.18M
|
-96,891
|
-0.9%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$455M
|
+$91.1M
|
+2,113,336
|
+25%
|
|
|
23
|
Jasper Ridge Partners
Menlo Park,
California
|
$451M
|
+$141M
|
+3,270,342
|
+46%
|
|
|
24
|
United Services Automobile Association
San Antonio,
Texas
|
$440M
|
+$44.6M
|
+1,034,380
|
+11%
|
|
|
25
|
|
$429M
|
+$5.59M
|
+129,697
|
+1%
|
|
