|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.43B
|
+$161M
|
+5,975,736
|
+7%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$139M
|
+$80.8M
|
+2,992,264
|
+144%
|
|
|
3
|
Madison Investment Holdings
Madison,
Wisconsin
|
$113M
|
-$32.3M
|
-1,196,646
|
-22%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$95.7M
|
-$10.3M
|
-381,766
|
-10%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$79.7M
|
+$78.3M
|
+2,900,000
|
New
|
|
|
6
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$77.5M
|
+$230K
|
+8,522
|
New
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$67.5M
|
+$64.4M
|
+2,387,674
|
+3,403%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.7M
|
-$1.98M
|
-73,348
|
-4%
|
|
|
9
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$43.7M
|
-$2.62M
|
-97,192
|
-6%
|
|
|
10
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$41.5M
|
+$9.87M
|
+365,648
|
+32%
|
|
|
11
|
American Economic Planning Group
Warren,
New Jersey
|
$34.6M
|
+$34M
|
+1,258,644
|
New
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.8M
|
+$15.2M
|
+563,048
|
+89%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$24.3M
|
+$14.6M
|
+539,524
|
+156%
|
|
|
14
|
IndexIQ Advisors
New York
|
$19.2M
|
+$7.13M
|
+264,100
|
+61%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$18.5M
|
+$811K
|
+30,048
|
+5%
|
|
|
16
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.7M
|
+$3.57M
|
+132,386
|
+30%
|
|
|
17
|
FLC Capital Advisors
Palm Desert,
California
|
$13.2M
|
+$414K
|
+15,346
|
+3%
|
|
|
18
|
INVST
Indianapolis,
Indiana
|
$12.8M
|
-$1.75M
|
-64,764
|
-12%
|
|
|
19
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$12M
|
+$119K
|
+4,406
|
+1%
|
|
|
20
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$12M
|
+$6.72M
|
+249,128
|
+134%
|
|
|
21
|
Cardan Capital Partners
Denver,
Colorado
|
$10.4M
|
+$589K
|
+21,826
|
+6%
|
|
|
22
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$10.2M
|
-$120K
|
-4,438
|
-1%
|
|
|
23
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$9.63M
|
+$9.46M
|
+350,536
|
New
|
|
|
24
|
Bangor Savings Bank
Bangor,
Maine
|
$8.85M
|
+$1.06M
|
+39,418
|
+14%
|
|
|
25
|
Morningstar Investment Management
Chicago,
Illinois
|
$8.47M
|
+$8.39M
|
+310,864
|
New
|
|
