|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$677M
|
+$8.29M
|
+206,284
|
+1%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$231M
|
-$7.36M
|
-183,041
|
-3%
|
|
|
3
|
Ballentine Partners
Waltham,
Massachusetts
|
$57.7M
|
+$4.67M
|
+116,261
|
+9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.3M
|
+$552K
|
+13,736
|
+1%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$54.6M
|
-$317K
|
-7,883
|
-0.6%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$33.1M
|
+$7.36M
|
+182,993
|
+29%
|
|
|
7
|
|
$33M
|
-$93.6K
|
-2,329
|
-0.3%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$27.5M
|
+$800K
|
+19,899
|
+3%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$27.5M
|
-$856K
|
-21,283
|
-3%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$26.7M
|
-$329K
|
-8,191
|
-1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$26.5M
|
-$3.53M
|
-87,702
|
-12%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$21.7M
|
+$391K
|
+9,720
|
+2%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$20.1M
|
+$19.2K
|
+478
|
+0.1%
|
|
|
14
|
|
$19.3M
|
-$7.03M
|
-174,818
|
-27%
|
|
|
15
|
|
$16.3M
|
+$1.34M
|
+33,302
|
+9%
|
|
|
16
|
Chilton Capital Management
Houston,
Texas
|
$14.7M
|
+$120K
|
+2,994
|
+0.8%
|
|
|
17
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$14.7M
|
-$1.83M
|
-45,460
|
-11%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$14.3M
|
+$994K
|
+24,723
|
+8%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$11.5M
|
+$7.61M
|
+189,248
|
New
|
|
|
20
|
|
$9.5M
|
-$925K
|
-22,993
|
-9%
|
|
|
21
|
Chandler Asset Management
San Diego,
California
|
$8.46M
|
+$880K
|
+21,875
|
+12%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$8M
|
-$390K
|
-9,696
|
-5%
|
|
|
23
|
|
$7.84M
|
-$259K
|
-6,429
|
-3%
|
|
|
24
|
Payne Capital Management
New York
|
$7.42M
|
+$599K
|
+14,897
|
+9%
|
|
|
25
|
|
$7.29M
|
+$354K
|
+8,794
|
+5%
|
|
