|
1
|
|
$3.95B
|
+$203M
|
+4,022,038
|
+5%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.69B
|
+$49.2M
|
+973,892
|
+3%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$1.64B
|
+$56.5M
|
+1,116,602
|
+4%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.26B
|
+$8.47M
|
+167,497
|
+0.7%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$1.23B
|
-$357M
|
-7,060,125
|
-22%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$1.04B
|
+$1.05B
|
+20,777,029
|
New
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$807M
|
+$31.2M
|
+616,932
|
+4%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$779M
|
+$117M
|
+2,308,219
|
+17%
|
|
|
9
|
|
$694M
|
+$42.4M
|
+838,412
|
+6%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$668M
|
-$22.4M
|
-442,970
|
-3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$606M
|
+$10.2M
|
+201,617
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$512M
|
+$15.3M
|
+303,440
|
+3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$497M
|
+$40.9M
|
+808,213
|
+9%
|
|
|
14
|
SEI Investments
Oaks,
Pennsylvania
|
$478M
|
-$12.8M
|
-253,225
|
-3%
|
|
|
15
|
Franklin Resources
San Mateo,
California
|
$338M
|
+$71.8M
|
+1,420,106
|
+27%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$294M
|
-$4.29M
|
-84,941
|
-1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$271M
|
+$21.3M
|
+421,714
|
+8%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$268M
|
-$16M
|
-317,212
|
-6%
|
|
|
19
|
Aspiriant LLC
Los Angeles,
California
|
$259M
|
-$1.19M
|
-23,460
|
-0.5%
|
|
|
20
|
|
$200M
|
+$38.6M
|
+762,893
|
+24%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$192M
|
+$11.1M
|
+219,309
|
+6%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$190M
|
-$16.5M
|
-326,826
|
-8%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$181M
|
-$11M
|
-217,649
|
-6%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$180M
|
+$8.47M
|
+167,474
|
+5%
|
|
|
25
|
Vanguard Group
Malvern,
Pennsylvania
|
$175M
|
+$52.8M
|
+1,044,587
|
+43%
|
|
