|
1
|
|
$3.42B
|
+$562M
|
+11,344,416
|
+19%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.46B
|
+$211M
|
+4,251,230
|
+16%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.31B
|
-$397M
|
-8,010,125
|
-23%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.03B
|
+$86.3M
|
+1,742,080
|
+9%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$940M
|
-$603M
|
-12,167,683
|
-38%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$816M
|
+$21.8M
|
+441,023
|
+3%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$746M
|
+$74.2M
|
+1,498,184
|
+11%
|
|
|
8
|
|
$564M
|
+$21.1M
|
+425,933
|
+4%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$531M
|
+$48.8M
|
+984,347
|
+10%
|
|
|
10
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$452M
|
-$199K
|
-4,011
|
-0%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$444M
|
+$78.5M
|
+1,584,755
|
+21%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$371M
|
+$27.4M
|
+554,105
|
+8%
|
|
|
13
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$370M
|
+$381M
|
+7,687,219
|
New
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$358M
|
+$13.1M
|
+264,847
|
+4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$347M
|
-$22M
|
-443,665
|
-6%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$312M
|
+$28.9M
|
+584,323
|
+10%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$290M
|
-$3.17M
|
-63,958
|
-1%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$218M
|
-$1.25M
|
-25,137
|
-0.6%
|
|
|
19
|
Aspiriant LLC
Los Angeles,
California
|
$205M
|
+$15.8M
|
+319,585
|
+8%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$205M
|
+$22.9M
|
+463,172
|
+12%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$183M
|
+$14.7M
|
+296,371
|
+8%
|
|
|
22
|
SCS Capital Management
Boston,
Massachusetts
|
$169M
|
-$69.2M
|
-1,397,051
|
-29%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$156M
|
+$12.1M
|
+245,263
|
+8%
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$128M
|
+$7.46M
|
+150,639
|
+6%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$125M
|
+$6.73M
|
+135,766
|
+6%
|
|
