|
1
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$1.74B
|
+$224M
|
+2,016,740
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$953M
|
+$102M
|
+921,548
|
+12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$897M
|
+$21.8M
|
+196,581
|
+3%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$828M
|
-$62.9M
|
-566,963
|
-7%
|
|
|
5
|
|
$708M
|
+$107M
|
+965,957
|
+18%
|
|
|
6
|
|
$620M
|
+$36.7M
|
+330,663
|
+6%
|
|
|
7
|
Wealthfront
Palo Alto,
California
|
$514M
|
+$38.9M
|
+351,175
|
+8%
|
|
|
8
|
Windhaven Investment Management
Boston,
Massachusetts
|
$449M
|
-$28.8M
|
-260,088
|
-6%
|
|
|
9
|
Wealthcare Capital Management
Richmond,
Virginia
|
$386M
|
-$7.83M
|
-70,559
|
-2%
|
|
|
10
|
Portfolio Solutions
Royal Oak,
Michigan
|
$357M
|
-$2.75M
|
-24,775
|
-0.8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$348M
|
+$121M
|
+1,090,069
|
+54%
|
|
|
12
|
Ballentine Partners
Waltham,
Massachusetts
|
$329M
|
+$9.15M
|
+82,490
|
+3%
|
|
|
13
|
Homrich & Berg
Atlanta,
Georgia
|
$310M
|
+$2.89M
|
+26,035
|
+0.9%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$293M
|
-$4.88M
|
-44,039
|
-2%
|
|
|
15
|
|
$285M
|
-$4.2M
|
-37,853
|
-1%
|
|
|
16
|
Truepoint Inc
Cincinnati,
Ohio
|
$276M
|
+$4.84M
|
+43,656
|
+2%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$251M
|
+$2.18M
|
+19,632
|
+0.9%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$241M
|
+$38.4M
|
+346,663
|
+19%
|
|
|
19
|
Novo Holdings A/S
Hellerup,
Denmark
|
$240M
|
–
|
–
|
–
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$235M
|
+$9.39M
|
+84,661
|
+4%
|
|
|
21
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$224M
|
–
|
–
|
–
|
|
|
22
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$222M
|
+$79.8M
|
+719,711
|
+57%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$214M
|
-$15.3M
|
-137,965
|
-7%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$204M
|
+$40.5M
|
+365,520
|
+25%
|
|
|
25
|
Summit Equities
Parsippany,
New Jersey
|
$196M
|
+$2.99M
|
+26,979
|
+2%
|
|
