|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$630M
|
-$133M
|
-3,089,047
|
-18%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$257M
|
-$6.45M
|
-149,427
|
-3%
|
|
|
3
|
Ballentine Partners
Waltham,
Massachusetts
|
$66.4M
|
+$502K
|
+11,636
|
+0.8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.1M
|
-$2.91M
|
-67,448
|
-5%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$54.6M
|
-$7.12M
|
-164,946
|
-12%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$44.1M
|
+$12.8M
|
+297,288
|
+45%
|
|
|
7
|
|
$42.5M
|
+$4.56M
|
+105,667
|
+13%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$37.6M
|
+$5.84M
|
+135,238
|
+20%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$32.7M
|
+$7.43M
|
+172,141
|
+32%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$30.8M
|
+$494K
|
+11,452
|
+2%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$30.5M
|
-$6.73M
|
-155,850
|
-19%
|
|
|
12
|
|
$30.2M
|
+$28.2M
|
+654,000
|
New
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$23.1M
|
+$172K
|
+3,990
|
+0.8%
|
|
|
14
|
|
$19.9M
|
-$2.02M
|
-46,872
|
-10%
|
|
|
15
|
|
$19.6M
|
+$878K
|
+20,334
|
+5%
|
|
|
16
|
Chilton Capital Management
Houston,
Texas
|
$18.2M
|
+$1.36M
|
+31,440
|
+9%
|
|
|
17
|
Empirical Wealth Management
Seattle,
Washington
|
$17.3M
|
+$922K
|
+21,346
|
+6%
|
|
|
18
|
CSM Advisors
Warrendale,
Pennsylvania
|
$16.5M
|
+$15.4M
|
+357,400
|
New
|
|
|
19
|
|
$12.3M
|
+$3.72M
|
+86,070
|
+48%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$11.6M
|
+$4.36M
|
+100,956
|
+67%
|
|
|
21
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$11.5M
|
-$4.87M
|
-112,739
|
-31%
|
|
|
22
|
|
$10.8M
|
+$1.73M
|
+40,048
|
+21%
|
|
|
23
|
Chandler Asset Management
San Diego,
California
|
$9.64M
|
-$6.04K
|
-140
|
-0.1%
|
|
|
24
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.2M
|
+$75K
|
+1,737
|
+0.9%
|
|
|
25
|
Payne Capital Management
New York
|
$8.59M
|
+$115K
|
+2,675
|
+1%
|
|
