|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$662M
|
+$10.3M
|
+219,702
|
+2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$257M
|
-$7.98M
|
-170,319
|
-3%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$88.3M
|
+$41.9M
|
+893,939
|
+93%
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$71.6M
|
+$2.84M
|
+60,596
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.8M
|
-$3.33M
|
-71,157
|
-5%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$51.8M
|
-$4.59M
|
-98,021
|
-8%
|
|
|
7
|
|
$42.8M
|
-$1.14M
|
-24,434
|
-3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$34.7M
|
+$2.76M
|
+58,895
|
+9%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$34.6M
|
+$811K
|
+17,311
|
+2%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$33.2M
|
-$5.52M
|
-117,979
|
-14%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$22.8M
|
-$8.58M
|
-183,321
|
-28%
|
|
|
12
|
|
$20.9M
|
+$648K
|
+13,847
|
+3%
|
|
|
13
|
|
$19.9M
|
-$617K
|
-13,172
|
-3%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$18.6M
|
+$726K
|
+15,500
|
+4%
|
|
|
15
|
Chilton Capital Management
Houston,
Texas
|
$18.3M
|
-$550K
|
-11,750
|
-3%
|
|
|
16
|
CSM Advisors
Warrendale,
Pennsylvania
|
$17.1M
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.9M
|
+$11M
|
+233,945
|
+235%
|
|
|
18
|
|
$12.5M
|
-$191K
|
-4,086
|
-2%
|
|
|
19
|
|
$11.8M
|
+$590K
|
+12,607
|
+5%
|
|
|
20
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$11.1M
|
-$796K
|
-16,996
|
-7%
|
|
|
21
|
Chandler Asset Management
San Diego,
California
|
$10.3M
|
+$279K
|
+5,955
|
+3%
|
|
|
22
|
Payne Capital Management
New York
|
$9.99M
|
+$1.08M
|
+23,163
|
+12%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.85M
|
+$322K
|
+6,874
|
+3%
|
|
|
24
|
Forefront Wealth Partners
Austin,
Texas
|
$9.39M
|
+$9.21M
|
+196,638
|
New
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$8.72M
|
-$14.9M
|
-318,454
|
-64%
|
|
