|
1
|
Creative Planning
Overland Park,
Kansas
|
$986M
|
+$71M
|
+884,463
|
+8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$951M
|
-$107M
|
-1,329,703
|
-10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$854M
|
-$21.6M
|
-269,422
|
-2%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$722M
|
-$87.3M
|
-1,087,788
|
-11%
|
|
|
5
|
|
$689M
|
+$123M
|
+1,526,687
|
+21%
|
|
|
6
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$682M
|
–
|
–
|
–
|
|
|
7
|
|
$501M
|
+$53.7M
|
+669,303
|
+12%
|
|
|
8
|
Personal Capital Advisors
Redwood City,
California
|
$448M
|
+$31.2M
|
+388,987
|
+7%
|
|
|
9
|
Wealthfront Advisers
Palo Alto,
California
|
$404M
|
+$23.6M
|
+294,006
|
+6%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$336M
|
-$4.69M
|
-58,412
|
-1%
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$334M
|
+$6.21M
|
+77,331
|
+2%
|
|
|
12
|
Prudential Financial
Newark,
New Jersey
|
$305M
|
+$52.1M
|
+649,511
|
+20%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$304M
|
-$44.1M
|
-549,850
|
-13%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$289M
|
-$42.7M
|
-531,695
|
-13%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$255M
|
-$8.89M
|
-110,766
|
-3%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$247M
|
+$290K
|
+3,608
|
+0.1%
|
|
|
17
|
|
$220M
|
-$19.6M
|
-243,829
|
-8%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$192M
|
+$77.1M
|
+960,250
|
+65%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$171M
|
-$76.2M
|
-948,897
|
-30%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$157M
|
+$1.13M
|
+14,038
|
+0.7%
|
|
|
21
|
Vanderbilt University
Nashville,
Tennessee
|
$155M
|
+$1.17M
|
+14,590
|
+0.7%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$136M
|
+$17.1M
|
+212,518
|
+14%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$114M
|
-$540K
|
-6,722
|
-0.5%
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$106M
|
+$7.46M
|
+92,975
|
+7%
|
|
|
25
|
Truepoint Inc
Cincinnati,
Ohio
|
$102M
|
+$3.19M
|
+39,737
|
+3%
|
|
