|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.51B
|
-$323M
|
-11,441,606
|
-12%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178M
|
+$8.45M
|
+299,120
|
+5%
|
|
|
3
|
Stifel Financial
St. Louis,
Missouri
|
$108M
|
+$727K
|
+25,740
|
+0.7%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$106M
|
+$18.6M
|
+658,712
|
+22%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$85.2M
|
–
|
–
|
–
|
|
|
6
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$39.5M
|
-$3.87M
|
-137,102
|
-9%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37M
|
-$11.2M
|
-398,030
|
-24%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$30.2M
|
+$29M
|
+1,026,088
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$29.7M
|
+$9.24M
|
+326,974
|
+48%
|
|
|
10
|
Morningstar Investment Management
Chicago,
Illinois
|
$29.3M
|
-$18.6M
|
-657,414
|
-40%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$22.7M
|
+$330K
|
+11,676
|
+2%
|
|
|
12
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$20.4M
|
+$18M
|
+638,526
|
+1,162%
|
|
|
13
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$15.3M
|
+$14.8M
|
+522,274
|
New
|
|
|
14
|
55I LLC
Boston,
Massachusetts
|
$14.1M
|
+$3.48M
|
+123,252
|
+34%
|
|
|
15
|
Charles Schwab Trust
Henderson,
Nevada
|
$12.2M
|
+$762K
|
+26,988
|
+7%
|
|
|
16
|
Bangor Savings Bank
Bangor,
Maine
|
$11.9M
|
+$156K
|
+5,512
|
+1%
|
|
|
17
|
Financial Engines Advisors
Santa Clara,
California
|
$11.8M
|
+$771K
|
+27,280
|
+7%
|
|
|
18
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$11.5M
|
+$11.1M
|
+392,244
|
New
|
|
|
19
|
|
$11.5M
|
+$11M
|
+390,082
|
+197,011%
|
|
|
20
|
Your Advocates Ltd
Houston,
Texas
|
$10.7M
|
+$1.83M
|
+64,774
|
+22%
|
|
|
21
|
Foster & Motley
Cincinnati,
Ohio
|
$10.4M
|
-$1.86M
|
-65,964
|
-16%
|
|
|
22
|
SFMG Wealth Advisors
Plano,
Texas
|
$10.3M
|
+$9.48M
|
+335,564
|
+2,128%
|
|
|
23
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$10.2M
|
+$619K
|
+21,916
|
+7%
|
|
|
24
|
INVST
Indianapolis,
Indiana
|
$9.97M
|
+$3.46M
|
+122,624
|
+56%
|
|
|
25
|
Tradewinds Capital Management
Bellingham,
Washington
|
$9.96M
|
+$8.28M
|
+293,134
|
+639%
|
|
