|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.84B
|
+$128M
|
+1,207,571
|
+7%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.3B
|
+$72.9M
|
+687,276
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.15B
|
+$33.4M
|
+315,224
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.14B
|
+$7.35M
|
+69,284
|
+0.6%
|
|
|
5
|
|
$1.05B
|
-$138M
|
-1,301,093
|
-11%
|
|
|
6
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$879M
|
–
|
–
|
–
|
|
|
7
|
|
$850M
|
+$84.8M
|
+799,555
|
+11%
|
|
|
8
|
Personal Capital Advisors
Redwood City,
California
|
$752M
|
+$22.6M
|
+213,010
|
+3%
|
|
|
9
|
Wealthfront Advisers
Palo Alto,
California
|
$597M
|
+$10.9M
|
+102,846
|
+2%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$595M
|
+$16.2M
|
+152,848
|
+3%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$514M
|
+$21.8M
|
+205,701
|
+4%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$501M
|
-$43.2M
|
-407,168
|
-8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$463M
|
+$18M
|
+169,673
|
+4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$460M
|
+$553K
|
+5,213
|
+0.1%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$412M
|
+$21.3M
|
+201,044
|
+5%
|
|
|
16
|
Prudential Financial
Newark,
New Jersey
|
$387M
|
-$37.3M
|
-351,705
|
-9%
|
|
|
17
|
Financial Engines Advisors
Santa Clara,
California
|
$370M
|
-$18M
|
-169,420
|
-4%
|
|
|
18
|
|
$346M
|
-$5.43M
|
-51,180
|
-1%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$329M
|
+$5.77M
|
+54,418
|
+2%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$264M
|
+$5.79M
|
+54,592
|
+2%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$250M
|
+$49.3M
|
+465,048
|
+23%
|
|
|
22
|
Vanderbilt University
Nashville,
Tennessee
|
$246M
|
+$1.62M
|
+15,300
|
+0.6%
|
|
|
23
|
Bank of New York Mellon
New York
|
$229M
|
+$14.6M
|
+137,474
|
+7%
|
|
|
24
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$199M
|
+$99M
|
+933,187
|
+91%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$179M
|
+$23.6M
|
+222,787
|
+15%
|
|
