|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$611M
|
+$23.3M
|
+563,673
|
+4%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$257M
|
+$262M
|
+6,335,798
|
New
|
|
|
3
|
|
$152M
|
+$1.9M
|
+45,850
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.3M
|
-$837K
|
-20,243
|
-1%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$55.3M
|
-$318K
|
-7,702
|
-0.6%
|
|
|
6
|
Ballentine Partners
Waltham,
Massachusetts
|
$50.9M
|
+$1.06M
|
+25,546
|
+2%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$38.7M
|
+$895K
|
+21,652
|
+2%
|
|
|
8
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$37.2M
|
+$1M
|
+24,242
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$33.2M
|
-$2.83M
|
-68,409
|
-8%
|
|
|
10
|
|
$31.6M
|
-$1.73M
|
-41,758
|
-5%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$29.4M
|
+$634K
|
+15,330
|
+2%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$26.8M
|
+$1.35M
|
+32,685
|
+5%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$25.9M
|
-$184K
|
-4,456
|
-0.7%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$25.1M
|
-$101K
|
-2,452
|
-0.4%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$23.7M
|
+$277K
|
+6,713
|
+1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.1M
|
+$63.2K
|
+1,528
|
+0.3%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$19.4M
|
-$176K
|
-4,250
|
-0.9%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$16.9M
|
-$241K
|
-5,820
|
-1%
|
|
|
19
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$16.1M
|
+$1.63M
|
+39,419
|
+11%
|
|
|
20
|
|
$15.1M
|
+$742K
|
+17,957
|
+5%
|
|
|
21
|
Chilton Capital Management
Houston,
Texas
|
$14.1M
|
-$42K
|
-1,015
|
-0.3%
|
|
|
22
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$12.8M
|
+$1.37M
|
+33,060
|
+12%
|
|
|
23
|
|
$12.2M
|
-$456K
|
-11,023
|
-4%
|
|
|
24
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$10M
|
–
|
–
|
–
|
|
|
25
|
|
$9.79M
|
+$353K
|
+8,544
|
+4%
|
|
