|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$528M
|
+$21M
|
+518,271
|
+4%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$252M
|
-$5.53M
|
-136,391
|
-2%
|
|
|
3
|
|
$136M
|
+$6.24M
|
+153,681
|
+5%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$97.7M
|
-$27.2M
|
-669,565
|
-21%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$95.4M
|
-$27.1M
|
-669,030
|
-21%
|
|
|
6
|
Ballentine Partners
Waltham,
Massachusetts
|
$42M
|
-$2.81M
|
-69,326
|
-6%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.5M
|
+$4.78M
|
+117,780
|
+15%
|
|
|
8
|
|
$30.8M
|
-$303K
|
-7,476
|
-0.9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$30.1M
|
-$741K
|
-18,251
|
-2%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$24.7M
|
-$2.1M
|
-51,816
|
-8%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$24.4M
|
-$15.2M
|
-375,538
|
-37%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.6M
|
+$2.61M
|
+64,330
|
+12%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$22.4M
|
+$926K
|
+22,818
|
+4%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$21.1M
|
+$445K
|
+10,978
|
+2%
|
|
|
15
|
|
$20.8M
|
+$21.7M
|
+534,473
|
New
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$20.8M
|
+$2.17M
|
+53,549
|
+11%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$19.7M
|
+$1.63M
|
+40,289
|
+9%
|
|
|
18
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$16.7M
|
+$527K
|
+12,993
|
+3%
|
|
|
19
|
|
$13M
|
+$327K
|
+8,064
|
+2%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$12.6M
|
+$1.24M
|
+30,499
|
+10%
|
|
|
21
|
|
$11.8M
|
-$163K
|
-4,010
|
-1%
|
|
|
22
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$11.2M
|
+$2.16M
|
+53,274
|
+23%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$11.1M
|
-$552K
|
-13,597
|
-5%
|
|
|
24
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10.2M
|
-$263K
|
-6,490
|
-2%
|
|
|
25
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$9.63M
|
–
|
–
|
–
|
|
