|
1
|
|
$4.96B
|
-$440M
|
-8,958,267
|
-8%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.79B
|
+$28.6M
|
+580,997
|
+2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.31B
|
-$36.9M
|
-750,534
|
-3%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$1.2B
|
-$32.5M
|
-660,380
|
-3%
|
|
|
5
|
|
$1.15B
|
-$15.5M
|
-315,379
|
-1%
|
|
|
6
|
Wealthfront Advisers
Palo Alto,
California
|
$1.11B
|
+$66.2M
|
+1,347,394
|
+6%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$1.11B
|
+$19M
|
+386,204
|
+2%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$1.02B
|
+$26.2M
|
+532,968
|
+3%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$775M
|
-$4.41M
|
-89,692
|
-0.6%
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$714M
|
+$88.5M
|
+1,799,750
|
+14%
|
|
|
11
|
SEI Investments
Oaks,
Pennsylvania
|
$694M
|
+$32.2M
|
+654,293
|
+5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$651M
|
+$60.5M
|
+1,231,617
|
+10%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$537M
|
+$49.4M
|
+1,005,910
|
+10%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$480M
|
+$157M
|
+3,187,040
|
+50%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$375M
|
+$53.4M
|
+1,087,157
|
+17%
|
|
|
16
|
Wellington Management Group
Boston,
Massachusetts
|
$348M
|
+$341M
|
+6,943,100
|
New
|
|
|
17
|
|
$329M
|
+$299M
|
+6,090,513
|
+1,261%
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$305M
|
-$38.7M
|
-787,493
|
-11%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$285M
|
+$65M
|
+1,321,585
|
+30%
|
|
|
20
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$269M
|
+$15.8M
|
+320,611
|
+6%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$233M
|
-$211M
|
-4,302,909
|
-48%
|
|
|
22
|
|
$211M
|
+$3.06M
|
+62,340
|
+2%
|
|
|
23
|
Aspiriant LLC
Los Angeles,
California
|
$207M
|
-$33.9M
|
-689,571
|
-14%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$192M
|
+$9.96M
|
+202,642
|
+6%
|
|
|
25
|
Vanguard Group
Malvern,
Pennsylvania
|
$187M
|
+$28.8M
|
+585,416
|
+19%
|
|
