|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.2B
|
+$141M
|
+1,697,028
|
+14%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$974M
|
-$47.8M
|
-576,209
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$920M
|
+$1.68M
|
+20,222
|
+0.2%
|
|
|
4
|
|
$883M
|
+$136M
|
+1,641,649
|
+19%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$761M
|
-$15.4M
|
-186,200
|
-2%
|
|
|
6
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$734M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$541M
|
+$349M
|
+4,202,646
|
+194%
|
|
|
8
|
Personal Capital Advisors
Redwood City,
California
|
$520M
|
+$37.3M
|
+449,199
|
+8%
|
|
|
9
|
|
$481M
|
-$56M
|
-674,944
|
-11%
|
|
|
10
|
Wealthfront Advisers
Palo Alto,
California
|
$463M
|
+$27.9M
|
+335,886
|
+7%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$407M
|
+$44.6M
|
+537,698
|
+13%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$334M
|
-$25M
|
-301,933
|
-7%
|
|
|
13
|
Prudential Financial
Newark,
New Jersey
|
$328M
|
-$193K
|
-2,332
|
-0.1%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$323M
|
-$3.99M
|
-48,135
|
-1%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$288M
|
-$21.8M
|
-262,456
|
-7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$286M
|
+$11.6M
|
+139,593
|
+4%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$268M
|
+$2.03M
|
+24,483
|
+0.8%
|
|
|
18
|
|
$244M
|
+$7.74M
|
+93,278
|
+3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$237M
|
+$29.5M
|
+356,271
|
+15%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$208M
|
+$193M
|
+2,324,138
|
+1,912%
|
|
|
21
|
Parametric Portfolio Associates
Seattle,
Washington
|
$165M
|
-$3.78M
|
-45,615
|
-2%
|
|
|
22
|
Vanderbilt University
Nashville,
Tennessee
|
$154M
|
-$12.5M
|
-150,175
|
-8%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$152M
|
+$5.75M
|
+69,315
|
+4%
|
|
|
24
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$145M
|
+$39.6M
|
+477,013
|
+39%
|
|
|
25
|
Credit Suisse
Zurich,
Switzerland
|
$144M
|
+$131M
|
+1,581,938
|
+1,390%
|
|
