|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$654M
|
+$50.2M
|
+1,159,566
|
+8%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$233M
|
-$7.59M
|
-175,378
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.5M
|
-$1.54M
|
-35,600
|
-3%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$53.7M
|
-$1.19M
|
-27,387
|
-2%
|
|
|
5
|
Ballentine Partners
Waltham,
Massachusetts
|
$51.9M
|
+$2.36M
|
+54,463
|
+4%
|
|
|
6
|
|
$32.4M
|
-$5.69M
|
-131,307
|
-14%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$29.4M
|
-$2.83M
|
-65,421
|
-8%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$27.7M
|
+$2.79M
|
+64,506
|
+10%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$26.4M
|
+$1.78M
|
+41,137
|
+7%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$26.1M
|
+$2.56M
|
+59,192
|
+10%
|
|
|
11
|
|
$25.8M
|
-$2.44M
|
-56,258
|
-8%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$25.1M
|
-$522K
|
-12,061
|
-2%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.1M
|
-$984K
|
-22,718
|
-4%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$20.8M
|
-$936K
|
-21,616
|
-4%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$19.6M
|
-$88.3K
|
-2,039
|
-0.4%
|
|
|
16
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$16.1M
|
-$596K
|
-13,762
|
-3%
|
|
|
17
|
|
$14.7M
|
-$23.8K
|
-549
|
-0.1%
|
|
|
18
|
Chilton Capital Management
Houston,
Texas
|
$14.3M
|
+$495K
|
+11,440
|
+3%
|
|
|
19
|
Empirical Wealth Management
Seattle,
Washington
|
$13M
|
+$1.05M
|
+24,240
|
+8%
|
|
|
20
|
|
$10.2M
|
+$638K
|
+14,737
|
+6%
|
|
|
21
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.76M
|
+$669K
|
+15,441
|
+7%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$8.21M
|
-$870K
|
-20,089
|
-9%
|
|
|
23
|
|
$7.92M
|
-$4.42M
|
-101,986
|
-34%
|
|
|
24
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$7.86M
|
+$6.31M
|
+145,780
|
+275%
|
|
|
25
|
Chandler Asset Management
San Diego,
California
|
$7.4M
|
+$153K
|
+3,525
|
+2%
|
|
