|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.58B
|
+$125M
|
+4,530,958
|
+5%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$180M
|
+$38.9M
|
+1,405,622
|
+28%
|
|
|
3
|
Madison Investment Holdings
Madison,
Wisconsin
|
$113M
|
-$1.12M
|
-40,496
|
-1%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$97.7M
|
+$526K
|
+19,010
|
+0.5%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$80.6M
|
–
|
–
|
–
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.6M
|
+$7.25M
|
+262,124
|
+14%
|
|
|
7
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$41.4M
|
-$564K
|
-20,364
|
-1%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$40.5M
|
+$7.23M
|
+261,252
|
+22%
|
|
|
9
|
Morningstar Investment Management
Chicago,
Illinois
|
$38.8M
|
+$30M
|
+1,085,424
|
+349%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$38.1M
|
-$30M
|
-1,085,172
|
-44%
|
|
|
11
|
American Economic Planning Group
Warren,
New Jersey
|
$35.3M
|
+$382K
|
+13,816
|
+1%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$18.6M
|
+$2.77M
|
+100,228
|
+18%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$18.4M
|
-$317K
|
-11,460
|
-2%
|
|
|
14
|
INVST
Indianapolis,
Indiana
|
$12.7M
|
-$229K
|
-8,286
|
-2%
|
|
|
15
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$12.5M
|
+$445K
|
+16,092
|
+4%
|
|
|
16
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$12.1M
|
+$37.4K
|
+1,350
|
+0.3%
|
|
|
17
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$11.9M
|
+$2.14M
|
+77,156
|
+22%
|
|
|
18
|
Cardan Capital Partners
Denver,
Colorado
|
$11.8M
|
+$1.36M
|
+48,978
|
+13%
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$11.2M
|
+$11.2M
|
+404,112
|
New
|
|
|
20
|
WealthSource Partners
San Luis Obispo,
California
|
$10.8M
|
+$7.14M
|
+257,934
|
+198%
|
|
|
21
|
IndexIQ Advisors
New York
|
$10.3M
|
-$9.01M
|
-325,766
|
-47%
|
|
|
22
|
Bangor Savings Bank
Bangor,
Maine
|
$10.3M
|
+$1.3M
|
+47,142
|
+15%
|
|
|
23
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$9.93M
|
-$378K
|
-13,652
|
-4%
|
|
|
24
|
Financial Engines Advisors
Santa Clara,
California
|
$9.39M
|
+$5.69M
|
+205,776
|
+155%
|
|
|
25
|
55I LLC
Boston,
Massachusetts
|
$8.87M
|
+$1.14M
|
+41,036
|
+15%
|
|
