|
1
|
|
$2.2B
|
+$410M
|
+7,013,814
|
+23%
|
|
|
2
|
Libra Wealth
Los Gatos,
California
|
$1.31B
|
+$149K
|
+2,545
|
+0.6%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$647M
|
+$647M
|
+11,066,438
|
New
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$399M
|
–
|
–
|
–
|
|
|
5
|
RWA Wealth Partners
Newton,
Massachusetts
|
$363M
|
+$349M
|
+5,963,780
|
+4,899%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$332M
|
+$27.2M
|
+465,102
|
+9%
|
|
|
7
|
Fisher Asset Management
Camas,
Washington
|
$264M
|
-$5.11M
|
-87,359
|
-2%
|
|
|
8
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$233M
|
-$1.73M
|
-29,522
|
-0.7%
|
|
|
9
|
|
$206M
|
-$35.7M
|
-611,395
|
-15%
|
|
|
10
|
Blue Trust Inc
Alpharetta,
Georgia
|
$201M
|
-$45.1M
|
-770,979
|
-18%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$198M
|
+$105M
|
+1,800,840
|
+113%
|
|
|
12
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$198M
|
–
|
–
|
–
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$169M
|
-$11.3M
|
-192,496
|
-6%
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$163M
|
+$12.3M
|
+211,171
|
+8%
|
|
|
15
|
Jordan Park Group
San Francisco,
California
|
$142M
|
-$26.8M
|
-458,361
|
-16%
|
|
|
16
|
First Interstate Bank
Billings,
Montana
|
$140M
|
+$62.7M
|
+1,073,448
|
+81%
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$133M
|
-$2.68M
|
-45,929
|
-2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$131M
|
-$19.6M
|
-334,832
|
-13%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$124M
|
+$33.7M
|
+576,344
|
+37%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$121M
|
-$5.9M
|
-101,004
|
-5%
|
|
|
21
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$118M
|
+$9.62M
|
+164,500
|
+9%
|
|
|
22
|
Schroder Investment Management Group
London,
United Kingdom
|
$110M
|
-$27.7M
|
-473,984
|
-20%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$109M
|
+$5.97M
|
+102,050
|
+6%
|
|
|
24
|
Heritage Financial Services
Westwood,
Massachusetts
|
$90.5M
|
+$90.4M
|
+1,546,716
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$87.3M
|
+$5.3M
|
+90,637
|
+6%
|
|
