|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.09B
|
+$79.5M
|
+3,065,412
|
+4%
|
|
|
2
|
Madison Investment Holdings
Madison,
Wisconsin
|
$119M
|
+$26.4M
|
+1,017,526
|
+29%
|
|
|
3
|
Monroe Bank & Trust
Monroe,
Michigan
|
$67.7M
|
+$66.4M
|
+2,557,334
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.3M
|
+$4.82M
|
+185,674
|
+11%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.3M
|
+$18.1M
|
+699,282
|
+126%
|
|
|
6
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$29.6M
|
-$539K
|
-20,758
|
-2%
|
|
|
7
|
IndexIQ Advisors
New York
|
$29.3M
|
+$19.5M
|
+753,104
|
+212%
|
|
|
8
|
Hilton Capital Management
Garden City,
New York
|
$25M
|
+$24.5M
|
+943,220
|
New
|
|
|
9
|
VOYA Investment Management
Atlanta,
Georgia
|
$19.7M
|
-$3.75M
|
-144,648
|
-16%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$18.3M
|
+$18.5M
|
+711,816
|
+1,395%
|
|
|
11
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$17.5M
|
+$12.1M
|
+467,758
|
+242%
|
|
|
12
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$16.6M
|
-$76.7K
|
-2,956
|
-0.5%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.5M
|
+$4.67M
|
+179,856
|
+40%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
+$1.07M
|
+41,062
|
+7%
|
|
|
15
|
FLC Capital Advisors
Palm Desert,
California
|
$12.9M
|
+$12.7M
|
+487,530
|
New
|
|
|
16
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.7M
|
-$638K
|
-24,578
|
-5%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$11M
|
-$664K
|
-25,580
|
-6%
|
|
|
18
|
Trek Financial
Scottsdale,
Arizona
|
$10.6M
|
+$10.4M
|
+400,826
|
New
|
|
|
19
|
Krilogy Financial
St. Louis,
Missouri
|
$8.15M
|
-$767K
|
-29,568
|
-9%
|
|
|
20
|
Cobblestone Capital Advisors
Rochester,
New York
|
$8.1M
|
-$848K
|
-32,676
|
-10%
|
|
|
21
|
SWS Partners
Columbus,
Ohio
|
$7.14M
|
+$114K
|
+4,390
|
+2%
|
|
|
22
|
Flow Traders U.S.
New York
|
$6.92M
|
+$1.48M
|
+57,008
|
+28%
|
|
|
23
|
|
$6.69M
|
-$675K
|
-26,030
|
-9%
|
|
|
24
|
55I LLC
Boston,
Massachusetts
|
$6.41M
|
+$6.28M
|
+241,924
|
New
|
|
|
25
|
Bangor Savings Bank
Bangor,
Maine
|
$6.35M
|
+$1.5M
|
+57,732
|
+32%
|
|
