|
1
|
Creative Planning
Overland Park,
Kansas
|
$2.17B
|
+$86.1M
|
+813,380
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.49B
|
+$159M
|
+1,504,528
|
+12%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$1.38B
|
-$50.1M
|
-473,471
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.25B
|
-$1.27M
|
-12,023
|
-0.1%
|
|
|
5
|
|
$1.16B
|
+$200M
|
+1,886,392
|
+21%
|
|
|
6
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$936M
|
–
|
–
|
–
|
|
|
7
|
Personal Capital Advisors
Redwood City,
California
|
$788M
|
-$27.2M
|
-257,476
|
-3%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$669M
|
+$22.7M
|
+214,218
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$646M
|
+$22.7M
|
+214,806
|
+4%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$637M
|
+$65.3M
|
+616,895
|
+12%
|
|
|
11
|
Wealthfront Advisers
Palo Alto,
California
|
$635M
|
+$6.93M
|
+65,507
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$547M
|
+$14.3M
|
+135,484
|
+3%
|
|
|
13
|
|
$547M
|
-$351M
|
-3,320,538
|
-40%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$429M
|
-$14.1M
|
-133,163
|
-3%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$407M
|
-$40.9M
|
-386,591
|
-9%
|
|
|
16
|
|
$396M
|
+$7.95M
|
+75,163
|
+2%
|
|
|
17
|
Prudential Financial
Newark,
New Jersey
|
$376M
|
-$56.2M
|
-531,227
|
-13%
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$358M
|
-$99.8K
|
-943
|
-0%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$352M
|
+$48.8M
|
+461,245
|
+17%
|
|
|
20
|
Financial Engines Advisors
Santa Clara,
California
|
$347M
|
-$36.7M
|
-347,029
|
-10%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$316M
|
+$21.2M
|
+199,913
|
+7%
|
|
|
22
|
Parametric Portfolio Associates
Seattle,
Washington
|
$266M
|
-$445K
|
-4,209
|
-0.2%
|
|
|
23
|
Bank of New York Mellon
New York
|
$259M
|
+$862K
|
+8,146
|
+0.3%
|
|
|
24
|
Vanderbilt University
Nashville,
Tennessee
|
$249M
|
+$1.31M
|
+12,400
|
+0.5%
|
|
|
25
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$230M
|
+$8.7M
|
+82,178
|
+4%
|
|
