|
1
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$729M
|
+$8.23M
|
+54,473
|
+1%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$387M
|
+$290M
|
+1,917,106
|
+239%
|
|
|
3
|
Mason Investment Advisory Services
Reston,
Virginia
|
$278M
|
-$4.91M
|
-32,484
|
-2%
|
|
|
4
|
Natixis Advisors
Boston,
Massachusetts
|
$265M
|
-$9.13M
|
-60,426
|
-3%
|
|
|
5
|
Bessemer Group
Woodbridge,
New Jersey
|
$248M
|
+$3.12M
|
+20,644
|
+1%
|
|
|
6
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$221M
|
–
|
–
|
–
|
|
|
7
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$214M
|
-$260K
|
-1,718
|
-0.1%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$160M
|
-$12.4M
|
-81,821
|
-7%
|
|
|
9
|
Bank of New York Mellon
New York
|
$119M
|
+$121M
|
+803,660
|
+8,175%
|
|
|
10
|
|
$112M
|
+$16.8M
|
+111,425
|
+17%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$108M
|
+$3.24M
|
+21,418
|
+3%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$107M
|
+$6.76M
|
+44,746
|
+6%
|
|
|
13
|
WIT LLC
District Of Columbia,
District of Columbia
|
$96M
|
–
|
–
|
–
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$90.3M
|
+$10.4M
|
+68,934
|
+13%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$76.1M
|
+$2.87M
|
+18,987
|
+4%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$69.4M
|
-$3.96M
|
-26,173
|
-5%
|
|
|
17
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$66.9M
|
+$2.51M
|
+16,589
|
+4%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$59.1M
|
+$6.84M
|
+45,245
|
+13%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$51M
|
+$3.23M
|
+21,364
|
+7%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.8M
|
+$1.19M
|
+7,869
|
+2%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$46.7M
|
+$4.04M
|
+26,750
|
+9%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$45.8M
|
-$5.03M
|
-33,278
|
-10%
|
|
|
23
|
Advisory Alpha
Holland,
Michigan
|
$41.9M
|
-$3.75M
|
-24,802
|
-8%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$41.9M
|
-$9.69M
|
-64,121
|
-18%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$40M
|
-$44M
|
-290,790
|
-51%
|
|
