|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$649M
|
+$13.7M
|
+289,889
|
+2%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$239M
|
-$8.48M
|
-179,464
|
-3%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$83.8M
|
-$1M
|
-21,221
|
-1%
|
|
|
4
|
Ballentine Partners
Waltham,
Massachusetts
|
$69.4M
|
+$728K
|
+15,406
|
+1%
|
|
|
5
|
|
$49.1M
|
+$50.7M
|
+1,072,010
|
New
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$41.8M
|
-$8.19M
|
-173,305
|
-16%
|
|
|
7
|
|
$37.3M
|
-$3.92M
|
-82,975
|
-9%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$34M
|
+$717K
|
+15,177
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$33.3M
|
+$61.2K
|
+1,295
|
+0.2%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$32.9M
|
+$981K
|
+20,751
|
+3%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$30.3M
|
+$8.59M
|
+181,713
|
+38%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$24.1M
|
+$16.2M
|
+341,934
|
+187%
|
|
|
13
|
|
$20.6M
|
+$498K
|
+10,538
|
+2%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$19.2M
|
+$1.36M
|
+28,676
|
+7%
|
|
|
15
|
Chilton Capital Management
Houston,
Texas
|
$17.6M
|
-$3.31K
|
-70
|
-0%
|
|
|
16
|
|
$17.1M
|
-$2.08M
|
-43,959
|
-11%
|
|
|
17
|
Chandler Asset Management
San Diego,
California
|
$12.7M
|
+$2.93M
|
+61,945
|
+29%
|
|
|
18
|
|
$12.2M
|
+$225K
|
+4,768
|
+2%
|
|
|
19
|
|
$11.6M
|
+$340K
|
+7,205
|
+3%
|
|
|
20
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$10.5M
|
-$231K
|
-4,893
|
-2%
|
|
|
21
|
Payne Capital Management
New York
|
$9.99M
|
+$405K
|
+8,578
|
+4%
|
|
|
22
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.48M
|
+$17.5K
|
+371
|
+0.2%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.34M
|
-$49.6M
|
-1,048,872
|
-84%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$8.1M
|
-$1.75K
|
-37
|
-0%
|
|
|
25
|
Cypress Point Wealth Management
Dallas,
Texas
|
$7.95M
|
+$2.2M
|
+46,609
|
+37%
|
|
