|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$694M
|
+$42M
|
+911,504
|
+6%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$218M
|
-$9.26M
|
-200,982
|
-4%
|
|
|
3
|
Ballentine Partners
Waltham,
Massachusetts
|
$70.9M
|
+$5.34K
|
+116
|
+0%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$38M
|
+$3.79M
|
+82,197
|
+11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.7M
|
-$1.38M
|
-29,938
|
-3%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$35.6M
|
+$991K
|
+21,511
|
+3%
|
|
|
7
|
|
$33.1M
|
-$2.5M
|
-54,278
|
-7%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$32.2M
|
-$1.6M
|
-34,710
|
-5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$28.9M
|
-$4.28M
|
-92,969
|
-13%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$26.8M
|
-$699K
|
-15,173
|
-2%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$24.9M
|
+$4.63M
|
+100,437
|
+22%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$24.8M
|
-$2.21M
|
-47,933
|
-8%
|
|
|
13
|
|
$22.9M
|
+$1.3M
|
+28,184
|
+6%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$22.4M
|
+$2.16M
|
+46,789
|
+10%
|
|
|
15
|
Chilton Capital Management
Houston,
Texas
|
$20.2M
|
+$769K
|
+16,705
|
+4%
|
|
|
16
|
Chandler Asset Management
San Diego,
California
|
$20M
|
+$988K
|
+21,450
|
+5%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$17M
|
-$10.8M
|
-235,014
|
-38%
|
|
|
18
|
Savant Capital
Rockford,
Illinois
|
$15.7M
|
+$14.5M
|
+314,725
|
+1,190%
|
|
|
19
|
|
$14.4M
|
+$6.11M
|
+132,734
|
+70%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$14M
|
+$3.99M
|
+86,572
|
+39%
|
|
|
21
|
|
$13.5M
|
+$2.45M
|
+53,277
|
+22%
|
|
|
22
|
|
$11.6M
|
+$3.36K
|
+73
|
+0%
|
|
|
23
|
Payne Capital Management
New York
|
$10.7M
|
+$469K
|
+10,174
|
+4%
|
|
|
24
|
Cypress Point Wealth Management
Dallas,
Texas
|
$9.7M
|
+$527K
|
+11,444
|
+6%
|
|
|
25
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$9.69M
|
-$207K
|
-4,500
|
-2%
|
|
