|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.21B
|
+$85.9M
|
+3,236,906
|
+4%
|
|
|
2
|
Madison Investment Holdings
Madison,
Wisconsin
|
$143M
|
+$21.4M
|
+807,498
|
+18%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$104M
|
+$103M
|
+3,873,948
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.7M
|
+$3.51M
|
+132,384
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.6M
|
+$18.6M
|
+700,220
|
+56%
|
|
|
6
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$45.4M
|
+$44M
|
+1,659,316
|
+5,676%
|
|
|
7
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$30.8M
|
+$694K
|
+26,154
|
+2%
|
|
|
8
|
Tradewinds Capital Management
Bellingham,
Washington
|
$28.8M
|
+$28.4M
|
+1,069,496
|
New
|
|
|
9
|
|
$24.9M
|
+$24.5M
|
+925,280
|
New
|
|
|
10
|
VOYA Investment Management
Atlanta,
Georgia
|
$20.3M
|
+$309K
|
+11,644
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
+$867K
|
+32,684
|
+5%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17M
|
+$266K
|
+10,020
|
+2%
|
|
|
13
|
INVST
Indianapolis,
Indiana
|
$14.2M
|
+$12.2M
|
+458,434
|
+627%
|
|
|
14
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$12.6M
|
+$11.6M
|
+437,502
|
+1,392%
|
|
|
15
|
FLC Capital Advisors
Palm Desert,
California
|
$12.5M
|
-$580K
|
-21,868
|
-4%
|
|
|
16
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$11.9M
|
+$11M
|
+416,470
|
+1,515%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.8M
|
+$5.85M
|
+220,680
|
+102%
|
|
|
18
|
IndexIQ Advisors
New York
|
$11.6M
|
-$17.9M
|
-675,426
|
-61%
|
|
|
19
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.6M
|
-$239K
|
-9,018
|
-2%
|
|
|
20
|
Monroe Bank & Trust
Monroe,
Michigan
|
$11.3M
|
-$56.7M
|
-2,138,816
|
-84%
|
|
|
21
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$10.1M
|
-$7.58M
|
-285,662
|
-43%
|
|
|
22
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$10M
|
-$6.74M
|
-253,880
|
-40%
|
|
|
23
|
Cardan Capital Partners
Denver,
Colorado
|
$9.55M
|
+$9.42M
|
+355,210
|
New
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$9.27M
|
+$9.09M
|
+342,746
|
+16,368%
|
|
|
25
|
Krilogy Financial
St. Louis,
Missouri
|
$9.12M
|
+$829K
|
+31,254
|
+10%
|
|
