|
1
|
|
$2.94B
|
-$147M
|
-2,922,481
|
-5%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.76B
|
+$455M
|
+9,058,263
|
+35%
|
|
|
3
|
Wealthfront Advisers
Palo Alto,
California
|
$1.3B
|
-$115M
|
-2,290,984
|
-8%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.21B
|
+$183M
|
+3,649,859
|
+18%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.01B
|
+$21.3M
|
+423,337
|
+2%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$790M
|
+$76.1M
|
+1,515,858
|
+11%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$558M
|
+$124M
|
+2,463,380
|
+29%
|
|
|
8
|
|
$543M
|
+$3.2M
|
+63,780
|
+0.6%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$490M
|
+$82.3M
|
+1,639,714
|
+20%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$407M
|
-$14.4M
|
-286,242
|
-3%
|
|
|
11
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$389M
|
+$61.7M
|
+1,228,983
|
+19%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$381M
|
-$62.3M
|
-1,241,095
|
-14%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$353M
|
+$11.6M
|
+231,308
|
+3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$310M
|
+$24.1M
|
+480,943
|
+9%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$309M
|
+$21.2M
|
+422,017
|
+7%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$299M
|
+$28M
|
+557,997
|
+10%
|
|
|
17
|
TIAA FSB
Jacksonville,
Florida
|
$286M
|
+$41.6M
|
+828,991
|
+17%
|
|
|
18
|
SCS Capital Management
Boston,
Massachusetts
|
$283M
|
+$35M
|
+698,174
|
+14%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$231M
|
-$11.6M
|
-230,258
|
-5%
|
|
|
20
|
Aspiriant LLC
Los Angeles,
California
|
$203M
|
-$69M
|
-1,375,483
|
-26%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$189M
|
+$34.4M
|
+685,193
|
+23%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$154M
|
+$29.5M
|
+587,603
|
+24%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$146M
|
+$2.34M
|
+46,619
|
+2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$127M
|
-$4.68M
|
-93,303
|
-4%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$120M
|
-$16.4M
|
-326,605
|
-12%
|
|
