|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.46B
|
+$150M
|
+1,705,899
|
+12%
|
|
|
2
|
|
$1.02B
|
+$64.6M
|
+735,601
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$1.02B
|
-$34.8M
|
-396,058
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$973M
|
-$21.7M
|
-247,115
|
-2%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$928M
|
+$100M
|
+1,138,301
|
+13%
|
|
|
6
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$794M
|
–
|
–
|
–
|
|
|
7
|
Personal Capital Advisors
Redwood City,
California
|
$630M
|
+$64.8M
|
+736,969
|
+12%
|
|
|
8
|
|
$551M
|
+$29.1M
|
+331,431
|
+6%
|
|
|
9
|
Wealthfront Advisers
Palo Alto,
California
|
$521M
|
+$19.5M
|
+222,088
|
+4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$511M
|
-$70.6M
|
-803,256
|
-13%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$487M
|
+$45M
|
+511,975
|
+11%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$426M
|
+$130M
|
+1,481,312
|
+47%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$370M
|
+$109M
|
+1,237,135
|
+44%
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$355M
|
-$5.65M
|
-64,302
|
-2%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$352M
|
+$2.58M
|
+29,346
|
+0.8%
|
|
|
16
|
Prudential Financial
Newark,
New Jersey
|
$351M
|
-$3.04M
|
-34,604
|
-0.9%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$340M
|
+$29.3M
|
+333,503
|
+10%
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$294M
|
-$16.5M
|
-188,171
|
-6%
|
|
|
19
|
|
$292M
|
+$26.6M
|
+302,447
|
+11%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$229M
|
+$49M
|
+557,280
|
+29%
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
$226M
|
+$1.53M
|
+17,429
|
+0.7%
|
|
|
22
|
Vanderbilt University
Nashville,
Tennessee
|
$218M
|
+$48.9M
|
+556,400
|
+31%
|
|
|
23
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$163M
|
+$5.98M
|
+67,987
|
+4%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$149M
|
-$15.4M
|
-175,537
|
-10%
|
|
|
25
|
Charles Schwab
San Francisco,
California
|
$142M
|
+$96.6M
|
+1,098,746
|
+245%
|
|
