|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$512M
|
+$528M
|
+12,478,808
|
New
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$275M
|
-$8.99M
|
-212,542
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$130M
|
+$9.14M
|
+216,225
|
+7%
|
|
|
4
|
|
$129M
|
+$4.84M
|
+114,380
|
+4%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$124M
|
+$6.34M
|
+149,931
|
+5%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$76.9M
|
+$3.56M
|
+84,246
|
+5%
|
|
|
7
|
|
$43.5M
|
-$120M
|
-2,848,928
|
-73%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$40.1M
|
+$11.1M
|
+262,718
|
+36%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$35.3M
|
+$1.22M
|
+28,779
|
+3%
|
|
|
10
|
|
$34.5M
|
-$9.27M
|
-219,379
|
-21%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.4M
|
+$8.25M
|
+195,019
|
+39%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$27.2M
|
+$3.17M
|
+74,886
|
+13%
|
|
|
13
|
Ballentine Partners
Waltham,
Massachusetts
|
$24.3M
|
+$10.8M
|
+256,124
|
+75%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.7M
|
-$4.02M
|
-95,058
|
-14%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$21.5M
|
-$20.1M
|
-475,467
|
-47%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$21.1M
|
-$78K
|
-1,845
|
-0.4%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$18.5M
|
-$1.48M
|
-35,016
|
-7%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$18.4M
|
+$193K
|
+4,555
|
+1%
|
|
|
19
|
Chilton Capital Management
Houston,
Texas
|
$15M
|
+$3.05M
|
+72,127
|
+24%
|
|
|
20
|
|
$12.9M
|
+$766K
|
+18,129
|
+6%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$12.5M
|
-$563K
|
-13,326
|
-4%
|
|
|
22
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$12.1M
|
+$12.6M
|
+298,820
|
New
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10.6M
|
+$455K
|
+10,757
|
+4%
|
|
|
24
|
Empirical Wealth Management
Seattle,
Washington
|
$10.5M
|
+$112K
|
+2,649
|
+1%
|
|
|
25
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$9.85M
|
+$8.76M
|
+207,117
|
+579%
|
|
