|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.1B
|
+$404M
|
+6,924,718
|
+4%
|
|
|
2
|
|
$8.24B
|
+$196M
|
+3,364,345
|
+3%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$7.67B
|
-$232M
|
-3,985,883
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.96B
|
-$983M
|
-16,869,980
|
-17%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.8B
|
+$37.5M
|
+643,186
|
+1%
|
|
|
6
|
|
$3.77B
|
-$174M
|
-2,977,676
|
-5%
|
|
|
7
|
Wealthfront Advisers
Palo Alto,
California
|
$3.49B
|
+$102M
|
+1,755,210
|
+3%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.48B
|
+$179M
|
+3,076,786
|
+6%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.05B
|
+$105M
|
+1,794,331
|
+4%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$2.93B
|
+$135M
|
+2,310,462
|
+5%
|
|
|
11
|
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
|
$2.92B
|
+$32M
|
+549,899
|
+1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.49B
|
-$54.7M
|
-938,983
|
-2%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$2B
|
+$280M
|
+4,798,488
|
+17%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$1.9B
|
+$63.1M
|
+1,082,109
|
+4%
|
|
|
15
|
|
$1.72B
|
-$68M
|
-1,167,621
|
-4%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.71B
|
+$207M
|
+3,544,368
|
+14%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.7B
|
+$21.3M
|
+365,851
|
+1%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.67B
|
+$27.4M
|
+470,053
|
+2%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$1.55B
|
+$5.42M
|
+92,965
|
+0.4%
|
|
|
20
|
Wealthspire Advisors (New York)
New York
|
$1.5B
|
+$133M
|
+2,287,876
|
+10%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$1.46B
|
+$197M
|
+3,372,858
|
+16%
|
|
|
22
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.32B
|
+$36.2M
|
+620,905
|
+3%
|
|
|
23
|
Jasper Ridge Partners
Menlo Park,
California
|
$1.24B
|
+$318M
|
+5,451,849
|
+36%
|
|
|
24
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.22B
|
+$26.5M
|
+455,359
|
+2%
|
|
|
25
|
|
$1.12B
|
+$69.6M
|
+1,194,218
|
+7%
|
|
