|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.09B
|
-$788M
|
-19,719,328
|
-14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$4.54B
|
-$21.1M
|
-528,445
|
-0.5%
|
|
|
3
|
|
$2.83B
|
+$153M
|
+3,824,768
|
+6%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$2.75B
|
+$93.7M
|
+2,345,589
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.64B
|
+$132M
|
+3,299,786
|
+5%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.39B
|
-$354M
|
-8,846,656
|
-13%
|
|
|
7
|
Wealthfront Advisers
Palo Alto,
California
|
$1.48B
|
+$435M
|
+10,896,676
|
+43%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.43B
|
+$206M
|
+5,156,447
|
+17%
|
|
|
9
|
|
$1.39B
|
-$23.8M
|
-594,430
|
-2%
|
|
|
10
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.28B
|
+$396M
|
+9,917,488
|
+46%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.18B
|
+$59.3M
|
+1,484,865
|
+5%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.1B
|
+$116M
|
+2,914,033
|
+12%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$1B
|
-$111M
|
-2,781,777
|
-10%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$984M
|
+$20.7M
|
+517,777
|
+2%
|
|
|
15
|
SEI Investments
Oaks,
Pennsylvania
|
$897M
|
-$16.9M
|
-422,685
|
-2%
|
|
|
16
|
Vanguard Group
Malvern,
Pennsylvania
|
$668M
|
-$24.6M
|
-616,633
|
-4%
|
|
|
17
|
TIAA FSB
Jacksonville,
Florida
|
$598M
|
-$24.2M
|
-605,738
|
-4%
|
|
|
18
|
|
$585M
|
+$5.6M
|
+140,175
|
+1%
|
|
|
19
|
|
$556M
|
-$33.9M
|
-847,810
|
-6%
|
|
|
20
|
United Services Automobile Association
San Antonio,
Texas
|
$496M
|
-$19.8M
|
-496,008
|
-4%
|
|
|
21
|
Jasper Ridge Partners
Menlo Park,
California
|
$495M
|
+$143M
|
+3,582,319
|
+42%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$494M
|
-$12.4M
|
-309,370
|
-2%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$483M
|
+$469M
|
+11,735,488
|
+12,691%
|
|
|
24
|
|
$443M
|
+$7.89M
|
+197,359
|
+2%
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$438M
|
-$29.7M
|
-742,439
|
-6%
|
|
