|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.71B
|
+$92.6M
|
+933,427
|
+6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.23B
|
+$197M
|
+1,986,515
|
+20%
|
|
|
3
|
|
$1.19B
|
+$50.9M
|
+513,388
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.13B
|
+$5.63M
|
+56,822
|
+0.5%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.12B
|
+$39.5M
|
+398,619
|
+4%
|
|
|
6
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$879M
|
–
|
–
|
–
|
|
|
7
|
|
$768M
|
+$154M
|
+1,550,631
|
+26%
|
|
|
8
|
Personal Capital Advisors
Redwood City,
California
|
$730M
|
+$31.2M
|
+314,137
|
+5%
|
|
|
9
|
Wealthfront Advisers
Palo Alto,
California
|
$586M
|
+$8.55M
|
+86,194
|
+2%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$579M
|
+$38.9M
|
+392,592
|
+7%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$543M
|
-$23.2M
|
-233,522
|
-4%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$493M
|
+$20.9M
|
+210,340
|
+5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$459M
|
+$47.9M
|
+482,777
|
+12%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$446M
|
+$66.8M
|
+673,151
|
+18%
|
|
|
15
|
Prudential Financial
Newark,
New Jersey
|
$406M
|
+$16.2M
|
+163,600
|
+4%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$392M
|
+$2.14M
|
+21,542
|
+0.6%
|
|
|
17
|
Financial Engines Advisors
Santa Clara,
California
|
$387M
|
-$6.54M
|
-65,921
|
-2%
|
|
|
18
|
|
$351M
|
+$27.1M
|
+273,014
|
+9%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$324M
|
-$2.5M
|
-25,196
|
-0.8%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$259M
|
+$4.29M
|
+43,252
|
+2%
|
|
|
21
|
Vanderbilt University
Nashville,
Tennessee
|
$244M
|
+$2.86M
|
+28,800
|
+1%
|
|
|
22
|
Bank of New York Mellon
New York
|
$215M
|
+$68.6M
|
+691,829
|
+49%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$203M
|
+$151M
|
+1,526,023
|
+326%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$166M
|
+$1.13M
|
+11,380
|
+0.7%
|
|
|
25
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$157M
|
+$153M
|
+1,544,500
|
New
|
|
