|
1
|
|
$4.41B
|
+$753M
|
+15,364,118
|
+22%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.67B
|
+$115M
|
+2,346,081
|
+8%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.44B
|
+$40.3M
|
+821,527
|
+3%
|
|
|
4
|
Wealthfront Advisers
Palo Alto,
California
|
$1.27B
|
+$259M
|
+5,278,256
|
+27%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$1.26B
|
+$160M
|
+3,258,212
|
+15%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$979M
|
+$179M
|
+3,660,355
|
+24%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$880M
|
+$13.1M
|
+267,300
|
+2%
|
|
|
8
|
|
$636M
|
+$36.2M
|
+738,933
|
+6%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$598M
|
+$33M
|
+672,087
|
+6%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$564M
|
+$89.3M
|
+1,820,365
|
+20%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$558M
|
+$159M
|
+3,246,104
|
+42%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$427M
|
+$31.2M
|
+636,006
|
+8%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$407M
|
+$95.1M
|
+1,938,622
|
+32%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$376M
|
+$43.2M
|
+881,663
|
+14%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$324M
|
-$42M
|
-856,441
|
-12%
|
|
|
16
|
Aspiriant LLC
Los Angeles,
California
|
$281M
|
+$60.8M
|
+1,239,734
|
+29%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$237M
|
+$18.7M
|
+380,665
|
+9%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$231M
|
-$684K
|
-13,951
|
-0.3%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$197M
|
+$30.2M
|
+616,761
|
+19%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$193M
|
-$1.21M
|
-24,609
|
-0.6%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$156M
|
-$216M
|
-4,398,013
|
-59%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$153M
|
+$25.2M
|
+513,928
|
+21%
|
|
|
23
|
|
$147M
|
+$64M
|
+1,305,680
|
+83%
|
|
|
24
|
SCS Capital Management
Boston,
Massachusetts
|
$144M
|
-$33.8M
|
-689,578
|
-20%
|
|
|
25
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$136M
|
+$95.7K
|
+1,952
|
+0.1%
|
|
