|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$706M
|
+$6.88M
|
+49,654
|
+1%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$271M
|
-$5.24M
|
-37,820
|
-2%
|
|
|
3
|
Natixis Advisors
Boston,
Massachusetts
|
$265M
|
-$40.1M
|
-289,786
|
-13%
|
|
|
4
|
Bessemer Group
Woodbridge,
New Jersey
|
$263M
|
-$9.39M
|
-67,772
|
-4%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$208M
|
-$9.34M
|
-67,477
|
-4%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$181M
|
-$17.1M
|
-123,304
|
-9%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$105M
|
-$9.28M
|
-66,982
|
-8%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$95.4M
|
+$8.66M
|
+62,535
|
+10%
|
|
|
9
|
WIT LLC
District Of Columbia,
District of Columbia
|
$93.9M
|
–
|
–
|
–
|
|
|
10
|
|
$93.8M
|
-$12.6M
|
-91,342
|
-12%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$91.2M
|
+$4.01M
|
+28,936
|
+5%
|
|
|
12
|
Fusion Family Wealth
Woodbury,
New York
|
$85.5M
|
-$6.55M
|
-47,283
|
-44%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$77.2M
|
+$590K
|
+4,257
|
+0.8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$68.8M
|
-$13.6M
|
-98,544
|
-17%
|
|
|
15
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$64.8M
|
+$653K
|
+4,715
|
+1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$63.4M
|
+$13.9M
|
+100,356
|
+29%
|
|
|
17
|
Arax Advisory Partners
Denver,
Colorado
|
$57.2M
|
+$144M
|
+1,039,039
|
+407,466%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$56.6M
|
+$50.3M
|
+363,409
|
+1,087%
|
|
|
19
|
State Street
Boston,
Massachusetts
|
$55M
|
-$906K
|
-6,544
|
-2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.5M
|
-$15.9M
|
-114,767
|
-24%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$51.2M
|
+$44.3M
|
+319,551
|
+810%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$49.7M
|
+$8.1M
|
+58,521
|
+20%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$49.2M
|
+$435K
|
+3,144
|
+0.9%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$47.6M
|
-$137K
|
-988
|
-0.3%
|
|
|
25
|
Pathstone Holdings
Englewood,
New Jersey
|
$46.3M
|
+$14.7K
|
+106
|
+0%
|
|
