|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.97B
|
+$81.4M
|
+3,125,976
|
+4%
|
|
|
2
|
Madison Investment Holdings
Madison,
Wisconsin
|
$90.5M
|
+$55.4M
|
+2,126,614
|
+155%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45.4M
|
+$45.6M
|
+1,749,966
|
+56,707%
|
|
|
4
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$29.5M
|
+$842K
|
+32,316
|
+3%
|
|
|
5
|
|
$28.8M
|
+$29M
|
+1,113,262
|
New
|
|
|
6
|
Access Financial Services
Minneapolis,
Minnesota
|
$23.7M
|
-$4.66M
|
-179,078
|
-16%
|
|
|
7
|
VOYA Investment Management
Atlanta,
Georgia
|
$23M
|
+$23.2M
|
+889,654
|
New
|
|
|
8
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$16.3M
|
+$13.5M
|
+519,934
|
+472%
|
|
|
9
|
Cardan Capital Partners
Denver,
Colorado
|
$15.1M
|
+$161K
|
+6,184
|
+1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
+$66.2K
|
+2,540
|
+0.4%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$14.5M
|
+556,690
|
New
|
|
|
12
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$12M
|
+$323K
|
+12,416
|
+3%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.5M
|
-$54.4K
|
-2,088
|
-0.5%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.5M
|
+$265K
|
+10,168
|
+2%
|
|
|
15
|
IndexIQ Advisors
New York
|
$9.2M
|
+$5M
|
+191,930
|
+117%
|
|
|
16
|
Cobblestone Capital Advisors
Rochester,
New York
|
$8.77M
|
+$2.49M
|
+95,742
|
+39%
|
|
|
17
|
Krilogy Financial
St. Louis,
Missouri
|
$8.74M
|
+$593K
|
+22,752
|
+7%
|
|
|
18
|
|
$7.22M
|
+$448K
|
+17,194
|
+7%
|
|
|
19
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.9M
|
+$811K
|
+31,150
|
+13%
|
|
|
20
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$6.9M
|
+$811K
|
+31,150
|
+13%
|
|
|
21
|
SWS Partners
Columbus,
Ohio
|
$6.88M
|
-$170K
|
-6,542
|
-2%
|
|
|
22
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.5M
|
+$334K
|
+12,806
|
+5%
|
|
|
23
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.94M
|
-$107K
|
-4,124
|
-2%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$5.62M
|
+$19.1K
|
+732
|
+0.3%
|
|
|
25
|
Flow Traders U.S.
New York
|
$5.29M
|
+$5.33M
|
+204,492
|
New
|
|
