|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$591M
|
+$12.4M
|
+310,074
|
+2%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$290M
|
+$12.6M
|
+316,428
|
+5%
|
|
|
3
|
|
$268M
|
+$112M
|
+2,805,500
|
+80%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.7M
|
-$33.4M
|
-837,964
|
-34%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$59.8M
|
-$44.1M
|
-1,104,953
|
-44%
|
|
|
6
|
Ballentine Partners
Waltham,
Massachusetts
|
$51.5M
|
+$5.19M
|
+130,186
|
+12%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$41.4M
|
+$35.4M
|
+887,101
|
+1,035%
|
|
|
8
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$39.4M
|
+$33.6M
|
+842,838
|
+1,027%
|
|
|
9
|
|
$35.5M
|
+$1.64M
|
+41,101
|
+5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$34.2M
|
+$1.19M
|
+29,902
|
+4%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$28.7M
|
+$1.92M
|
+48,131
|
+8%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$26.5M
|
+$3.55M
|
+88,971
|
+17%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.6M
|
-$12.4M
|
-310,268
|
-34%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$25.3M
|
+$756K
|
+18,968
|
+3%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$24.5M
|
-$2.4M
|
-60,264
|
-9%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$23.1M
|
+$1.42M
|
+35,666
|
+7%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$22.6M
|
-$400K
|
-10,020
|
-2%
|
|
|
18
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$18.5M
|
+$191K
|
+4,785
|
+1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.8M
|
-$7.49M
|
-187,813
|
-31%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$16.2M
|
+$2.32M
|
+58,302
|
+18%
|
|
|
21
|
Chilton Capital Management
Houston,
Texas
|
$16M
|
+$5.15M
|
+129,185
|
+52%
|
|
|
22
|
|
$14.8M
|
+$584K
|
+14,642
|
+4%
|
|
|
23
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$13.5M
|
+$1.18M
|
+29,478
|
+10%
|
|
|
24
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$13.1M
|
+$1.86M
|
+46,623
|
+18%
|
|
|
25
|
|
$12.9M
|
-$33.8K
|
-847
|
-0.3%
|
|
