|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.66B
|
+$113M
|
+4,102,838
|
+4%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$158M
|
-$19.3M
|
-700,212
|
-11%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$99.7M
|
+$3.71M
|
+134,206
|
+4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$80.7M
|
+$43.3M
|
+1,566,800
|
+114%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$79.6M
|
–
|
–
|
–
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$45.5M
|
+$5.46M
|
+197,586
|
+14%
|
|
|
7
|
Morningstar Investment Management
Chicago,
Illinois
|
$45.5M
|
+$7.15M
|
+258,572
|
+19%
|
|
|
8
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$40.7M
|
-$270K
|
-9,754
|
-0.7%
|
|
|
9
|
Madison Asset Management
Madison,
Wisconsin
|
$30.2M
|
+$30.4M
|
+1,099,246
|
New
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$20.9M
|
+$2.52M
|
+91,332
|
+14%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
+$555K
|
+20,080
|
+3%
|
|
|
12
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$15.1M
|
+$2.75M
|
+99,408
|
+22%
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
$13M
|
+$13.1M
|
+474,154
|
New
|
|
|
14
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$12.4M
|
+$390K
|
+14,126
|
+3%
|
|
|
15
|
Cardan Capital Partners
Denver,
Colorado
|
$12.2M
|
+$525K
|
+19,012
|
+4%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$11.6M
|
+$4.62M
|
+167,332
|
+66%
|
|
|
17
|
|
$11.3M
|
+$9.22M
|
+333,728
|
+434%
|
|
|
18
|
Bangor Savings Bank
Bangor,
Maine
|
$11M
|
+$834K
|
+30,166
|
+8%
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.7M
|
-$426K
|
-15,412
|
-4%
|
|
|
20
|
Financial Engines Advisors
Santa Clara,
California
|
$10.3M
|
+$1.04M
|
+37,744
|
+11%
|
|
|
21
|
55I LLC
Boston,
Massachusetts
|
$9.84M
|
+$1.08M
|
+39,048
|
+12%
|
|
|
22
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$9.56M
|
-$274K
|
-9,906
|
-3%
|
|
|
23
|
Financial Consulate
Hunt Valley,
Maryland
|
$8.96M
|
+$765K
|
+27,690
|
+9%
|
|
|
24
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$8.9M
|
+$585K
|
+21,182
|
+7%
|
|
|
25
|
Your Advocates Ltd
Houston,
Texas
|
$8.19M
|
+$8.24M
|
+298,306
|
New
|
|
