|
1
|
Creative Planning
Overland Park,
Kansas
|
$2.23B
|
+$133M
|
+1,220,825
|
+7%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.53B
|
+$46.7M
|
+427,211
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.42B
|
+$106M
|
+970,944
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.33B
|
+$33.2M
|
+304,235
|
+3%
|
|
|
5
|
|
$1.02B
|
+$49.7M
|
+455,050
|
+5%
|
|
|
6
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$1B
|
–
|
–
|
–
|
|
|
7
|
|
$970M
|
-$216M
|
-1,981,944
|
-19%
|
|
|
8
|
Personal Capital Advisors
Redwood City,
California
|
$875M
|
+$15.9M
|
+145,176
|
+2%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$691M
|
+$12.2M
|
+111,302
|
+2%
|
|
|
10
|
Wealthfront Advisers
Palo Alto,
California
|
$672M
|
-$7.23M
|
-66,155
|
-1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$667M
|
+$89.6M
|
+820,616
|
+17%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$610M
|
+$22.6M
|
+207,228
|
+4%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$569M
|
+$39.3M
|
+359,423
|
+8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$481M
|
-$40.7M
|
-372,426
|
-8%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$475M
|
+$4.8M
|
+43,953
|
+1%
|
|
|
16
|
Prudential Financial
Newark,
New Jersey
|
$441M
|
+$40.4M
|
+369,955
|
+10%
|
|
|
17
|
|
$415M
|
+$19.3M
|
+176,331
|
+5%
|
|
|
18
|
Financial Engines Advisors
Santa Clara,
California
|
$412M
|
-$9.11M
|
-83,382
|
-2%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$383M
|
+$7.27M
|
+66,557
|
+2%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$318M
|
+$146M
|
+1,337,448
|
+95%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$315M
|
+$28.3M
|
+258,855
|
+11%
|
|
|
22
|
Parametric Portfolio Associates
Seattle,
Washington
|
$285M
|
-$15.1M
|
-138,254
|
-5%
|
|
|
23
|
Bank of New York Mellon
New York
|
$276M
|
+$14.4M
|
+131,661
|
+6%
|
|
|
24
|
Vanderbilt University
Nashville,
Tennessee
|
$266M
|
-$13.6M
|
-124,675
|
-5%
|
|
|
25
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$236M
|
+$9.16M
|
+83,860
|
+4%
|
|
