|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$721M
|
+$13.3M
|
+305,019
|
+2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$285M
|
-$11.6M
|
-265,706
|
-4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.3M
|
-$6.37M
|
-146,238
|
-9%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$64.9M
|
+$878K
|
+20,170
|
+1%
|
|
|
5
|
Ballentine Partners
Waltham,
Massachusetts
|
$58.9M
|
+$86.6K
|
+1,989
|
+0.2%
|
|
|
6
|
|
$44.5M
|
+$7.39M
|
+169,878
|
+22%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$44.5M
|
-$246K
|
-5,649
|
-0.6%
|
|
|
8
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$42.9M
|
-$90.6K
|
-2,081
|
-0.2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$37.9M
|
-$364K
|
-8,368
|
-1%
|
|
|
10
|
|
$33.2M
|
-$132M
|
-3,031,293
|
-81%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$30.3M
|
-$641K
|
-14,726
|
-2%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$29.8M
|
-$3.83M
|
-87,892
|
-12%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$29.4M
|
-$506K
|
-11,615
|
-2%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$28.2M
|
-$695K
|
-15,974
|
-3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.1M
|
+$496K
|
+11,396
|
+2%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$25.7M
|
-$1.55M
|
-35,642
|
-6%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$23.4M
|
+$936K
|
+21,493
|
+5%
|
|
|
18
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$19.8M
|
+$1.04M
|
+23,847
|
+6%
|
|
|
19
|
|
$17.4M
|
-$88.2K
|
-2,026
|
-0.5%
|
|
|
20
|
Chilton Capital Management
Houston,
Texas
|
$16.4M
|
+$43.5K
|
+1,000
|
+0.3%
|
|
|
21
|
Empirical Wealth Management
Seattle,
Washington
|
$14.3M
|
-$4.93M
|
-113,341
|
-27%
|
|
|
22
|
|
$14.2M
|
+$105K
|
+2,408
|
+0.8%
|
|
|
23
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$11.6M
|
+$9.06M
|
+208,046
|
New
|
|
|
24
|
|
$11.5M
|
+$80.2K
|
+1,842
|
+0.8%
|
|
|
25
|
JMG Financial Group
Downers Grove,
Illinois
|
$10.7M
|
-$130K
|
-2,989
|
-1%
|
|
