|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$611M
|
+$25.5M
|
+624,016
|
+4%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$276M
|
-$10.1M
|
-246,382
|
-4%
|
|
|
3
|
|
$156M
|
-$106M
|
-2,599,029
|
-41%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.6M
|
-$1.39M
|
-33,949
|
-2%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$57.8M
|
-$1.37M
|
-33,571
|
-2%
|
|
|
6
|
|
$53.6M
|
+$50.1M
|
+1,226,496
|
+2,696%
|
|
|
7
|
Ballentine Partners
Waltham,
Massachusetts
|
$51.8M
|
+$802K
|
+19,630
|
+2%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$39.3M
|
-$1.67M
|
-40,916
|
-4%
|
|
|
9
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$37.6M
|
-$1.31M
|
-31,990
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$37.3M
|
+$3.37M
|
+82,515
|
+10%
|
|
|
11
|
|
$34.6M
|
-$484K
|
-11,849
|
-1%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$29.8M
|
+$1.38M
|
+33,678
|
+5%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$27.1M
|
+$4.52M
|
+110,583
|
+21%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$26.5M
|
+$249K
|
+6,106
|
+1%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$26.1M
|
+$1.03M
|
+25,235
|
+4%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$24.3M
|
+$1.41M
|
+34,654
|
+6%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.9M
|
-$2.32M
|
-56,719
|
-9%
|
|
|
18
|
M&T Bank
Buffalo,
New York
|
$20.3M
|
-$3.82M
|
-93,562
|
-16%
|
|
|
19
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$18.2M
|
-$32.2K
|
-789
|
-0.2%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$17.8M
|
+$1.73M
|
+42,375
|
+11%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.5M
|
-$1.09M
|
-26,690
|
-6%
|
|
|
22
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$15.1M
|
+$1.66M
|
+40,682
|
+13%
|
|
|
23
|
|
$15M
|
+$266K
|
+6,522
|
+2%
|
|
|
24
|
Chilton Capital Management
Houston,
Texas
|
$14.7M
|
-$1.06M
|
-26,067
|
-7%
|
|
|
25
|
|
$13.1M
|
+$356K
|
+8,715
|
+3%
|
|
