|
1
|
|
$3.83B
|
-$71.1M
|
-1,421,174
|
-2%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.71B
|
+$42.9M
|
+857,098
|
+3%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$1.53B
|
-$89.4M
|
-1,786,573
|
-5%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.3B
|
+$50.9M
|
+1,018,135
|
+4%
|
|
|
5
|
|
$1.14B
|
+$458M
|
+9,156,432
|
+66%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$1.14B
|
-$78.5M
|
-1,568,227
|
-6%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$1.08B
|
+$45.7M
|
+912,969
|
+4%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$799M
|
-$50
|
-1
|
-0%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$624M
|
-$37.1M
|
-741,912
|
-6%
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$608M
|
-$164M
|
-3,285,272
|
-21%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$578M
|
-$22.2M
|
-443,339
|
-4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$510M
|
+$18.4M
|
+368,075
|
+4%
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$502M
|
+$28.7M
|
+573,662
|
+6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$426M
|
-$80.7M
|
-1,613,124
|
-16%
|
|
|
15
|
Franklin Resources
San Mateo,
California
|
$351M
|
+$16.3M
|
+326,372
|
+5%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$313M
|
+$21.9M
|
+436,747
|
+7%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$296M
|
+$27.3M
|
+545,244
|
+10%
|
|
|
18
|
Aspiriant LLC
Los Angeles,
California
|
$260M
|
+$3.26M
|
+65,231
|
+1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$259M
|
-$6.1M
|
-121,845
|
-2%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$230M
|
+$39.7M
|
+792,628
|
+21%
|
|
|
21
|
|
$212M
|
+$102M
|
+2,045,800
|
+92%
|
|
|
22
|
|
$204M
|
+$5.55M
|
+110,937
|
+3%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$196M
|
+$6.96M
|
+139,131
|
+4%
|
|
|
24
|
Vanguard Group
Malvern,
Pennsylvania
|
$187M
|
+$13.5M
|
+270,058
|
+8%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$177M
|
-$895K
|
-17,884
|
-0.5%
|
|
