|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.89B
|
+$72M
|
+721,899
|
+4%
|
|
|
2
|
|
$1.49B
|
+$563M
|
+5,645,999
|
+53%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.36B
|
+$119M
|
+1,191,256
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.01B
|
-$45.8M
|
-459,608
|
-4%
|
|
|
5
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$787M
|
–
|
–
|
–
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$724M
|
-$477M
|
-4,781,919
|
-38%
|
|
|
7
|
Personal Capital Advisors
Redwood City,
California
|
$685M
|
+$24.8M
|
+248,478
|
+3%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$562M
|
+$89.6K
|
+899
|
+0%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$559M
|
+$25.5M
|
+255,746
|
+4%
|
|
|
10
|
Wealthfront Advisers
Palo Alto,
California
|
$528M
|
-$6.67M
|
-66,906
|
-1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$425M
|
-$129M
|
-1,294,133
|
-22%
|
|
|
12
|
|
$383M
|
-$83.5M
|
-838,101
|
-17%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$359M
|
-$1.9M
|
-19,089
|
-0.5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$349M
|
+$7.31M
|
+73,380
|
+2%
|
|
|
15
|
|
$334M
|
+$1.27M
|
+12,719
|
+0.3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$330M
|
-$142M
|
-1,421,209
|
-28%
|
|
|
17
|
Prudential Financial
Newark,
New Jersey
|
$318M
|
+$782K
|
+7,842
|
+0.2%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$305M
|
+$4.54M
|
+45,587
|
+1%
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$289M
|
-$12.7M
|
-127,793
|
-4%
|
|
|
20
|
Financial Engines Advisors
Santa Clara,
California
|
$287M
|
-$5.36M
|
-53,749
|
-2%
|
|
|
21
|
Bank of New York Mellon
New York
|
$220M
|
+$2.68M
|
+26,856
|
+1%
|
|
|
22
|
Vanderbilt University
Nashville,
Tennessee
|
$211M
|
+$1.4M
|
+14,075
|
+0.6%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$162M
|
-$2.24M
|
-22,488
|
-1%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$162M
|
+$3.83M
|
+38,399
|
+2%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$150M
|
+$1.28M
|
+12,824
|
+0.8%
|
|
