|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$525M
|
+$23.4M
|
+572,163
|
+5%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$266M
|
-$6.31M
|
-154,169
|
-2%
|
|
|
3
|
|
$134M
|
+$6.46M
|
+157,902
|
+5%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$128M
|
+$4.87M
|
+119,003
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$125M
|
-$3.47M
|
-84,785
|
-3%
|
|
|
6
|
Ballentine Partners
Waltham,
Massachusetts
|
$46.2M
|
+$22.5M
|
+549,741
|
+92%
|
|
|
7
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$40.3M
|
+$588K
|
+14,355
|
+1%
|
|
|
8
|
|
$32.1M
|
-$2.06M
|
-50,436
|
-6%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.9M
|
+$3.77M
|
+92,099
|
+13%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$31.8M
|
-$3.2M
|
-78,233
|
-9%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$27.6M
|
+$701K
|
+17,132
|
+3%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$22.2M
|
+$1.39M
|
+34,069
|
+7%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.8M
|
-$1.7M
|
-41,546
|
-7%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$21.3M
|
+$10.4K
|
+253
|
+0%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$19.3M
|
+$971K
|
+23,716
|
+5%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$18.7M
|
+$490K
|
+11,978
|
+3%
|
|
|
17
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$16.7M
|
+$17M
|
+415,698
|
New
|
|
|
18
|
Chilton Capital Management
Houston,
Texas
|
$14.2M
|
-$632K
|
-15,451
|
-4%
|
|
|
19
|
|
$13.1M
|
+$340K
|
+8,305
|
+3%
|
|
|
20
|
|
$12.3M
|
+$7.4M
|
+180,788
|
+143%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$12M
|
-$397K
|
-9,709
|
-3%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$11.7M
|
+$1.36M
|
+33,177
|
+13%
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10.7M
|
+$266K
|
+6,488
|
+2%
|
|
|
24
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$9.94M
|
-$2.11M
|
-51,500
|
-17%
|
|
|
25
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$9.45M
|
+$1.43M
|
+35,053
|
+18%
|
|
