|
1
|
Charles Schwab
San Francisco,
California
|
$748M
|
+$324M
|
+5,298,134
|
+76%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$416M
|
–
|
–
|
–
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$279M
|
-$8.71M
|
-142,275
|
-3%
|
|
|
4
|
Blue Trust Inc
Alpharetta,
Georgia
|
$269M
|
+$262M
|
+4,271,527
|
New
|
|
|
5
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$257M
|
-$4.82M
|
-78,679
|
-2%
|
|
|
6
|
|
$246M
|
-$1.75M
|
-28,608
|
-0.7%
|
|
|
7
|
|
$233M
|
+$80.6M
|
+1,317,035
|
+53%
|
|
|
8
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$207M
|
–
|
–
|
–
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$201M
|
-$2.42M
|
-39,463
|
-1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$195M
|
+$40.8M
|
+666,769
|
+26%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$159M
|
-$5.79M
|
-94,582
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$157M
|
+$29.7M
|
+484,712
|
+23%
|
|
|
13
|
Mather Group
Chicago,
Illinois
|
$146M
|
+$7.53M
|
+123,018
|
+5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$127M
|
-$10.9M
|
-178,615
|
-8%
|
|
|
15
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$121M
|
-$16.7M
|
-273,200
|
-12%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$110M
|
+$110M
|
+1,798,231
|
+52,580%
|
|
|
17
|
Schroder Investment Management Group
London,
United Kingdom
|
$94.7M
|
+$95.4M
|
+1,557,525
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$90.3M
|
+$3.27M
|
+53,369
|
+4%
|
|
|
19
|
Bangor Savings Bank
Bangor,
Maine
|
$80.6M
|
+$56.1M
|
+915,693
|
+227%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$76.1M
|
-$6.79M
|
-110,832
|
-8%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$64M
|
-$863K
|
-14,090
|
-1%
|
|
|
22
|
|
$63.8M
|
+$63.9M
|
+1,043,481
|
New
|
|
|
23
|
Cerity Partners OCIO
New York
|
$63.7M
|
+$62.9M
|
+1,027,689
|
+7,065%
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$60.2M
|
+$20.9M
|
+341,837
|
+53%
|
|
|
25
|
Gitterman Wealth Management
Edison,
New Jersey
|
$58.5M
|
+$698K
|
+11,405
|
+1%
|
|
