|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$709M
|
-$1.21M
|
-8,501
|
-0.2%
|
|
|
2
|
Mason Investment Advisory Services
Reston,
Virginia
|
$278M
|
+$5.6M
|
+39,350
|
+2%
|
|
|
3
|
Natixis Advisors
Boston,
Massachusetts
|
$269M
|
+$2.3M
|
+16,139
|
+0.9%
|
|
|
4
|
Bessemer Group
Woodbridge,
New Jersey
|
$240M
|
-$24M
|
-168,778
|
-9%
|
|
|
5
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$217M
|
+$215M
|
+1,512,875
|
New
|
|
|
6
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$211M
|
+$1.75M
|
+12,288
|
+0.8%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$169M
|
-$12.7M
|
-88,877
|
-7%
|
|
|
8
|
Align Financial
Hermantown,
Minnesota
|
$129M
|
+$18.4M
|
+128,997
|
New
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$115M
|
+$18.2M
|
+127,559
|
+19%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$103M
|
-$1.88M
|
-13,219
|
-2%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$99M
|
+$7.25M
|
+50,920
|
+8%
|
|
|
12
|
WIT LLC
District Of Columbia,
District of Columbia
|
$94.4M
|
–
|
–
|
–
|
|
|
13
|
|
$93.8M
|
-$527K
|
-3,699
|
-0.6%
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$81M
|
+$43.8M
|
+307,695
|
+120%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$78.9M
|
+$1.31M
|
+9,204
|
+2%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$72.1M
|
+$2.88M
|
+20,187
|
+4%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$72M
|
+$8.16M
|
+57,291
|
+13%
|
|
|
18
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$63.4M
|
-$1.79M
|
-12,580
|
-3%
|
|
|
19
|
State Street
Boston,
Massachusetts
|
$55.3M
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$51.6M
|
+$3.73M
|
+26,190
|
+8%
|
|
|
21
|
Efficient Advisors
Mason,
Ohio
|
$50.3M
|
+$825K
|
+5,793
|
+2%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$49.8M
|
-$243K
|
-1,704
|
-0.5%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$48.5M
|
+$33.9M
|
+238,344
|
+239%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$47.3M
|
-$9.47M
|
-66,490
|
-17%
|
|
|
25
|
Pathstone Holdings
Englewood,
New Jersey
|
$47.1M
|
+$487K
|
+3,418
|
+1%
|
|
