|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$629M
|
-$1.88B
|
-64,088,572
|
-75%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$193M
|
+$15.1M
|
+514,546
|
+8%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$155M
|
+$49.3M
|
+1,680,996
|
+47%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$85.2M
|
–
|
–
|
–
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$85.2M
|
-$22.7M
|
-772,922
|
-21%
|
|
|
6
|
|
$48.7M
|
+$37.1M
|
+1,266,330
|
+324%
|
|
|
7
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$40.9M
|
+$1.4M
|
+47,692
|
+4%
|
|
|
8
|
Your Advocates Ltd
Houston,
Texas
|
$37.3M
|
+$26.6M
|
+908,148
|
+250%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$36.2M
|
+$6.04M
|
+205,942
|
+20%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.4M
|
-$7.63M
|
-259,990
|
-21%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$27.6M
|
-$2.04M
|
-69,604
|
-7%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$25.9M
|
+$14.1M
|
+479,326
|
+119%
|
|
|
13
|
Tradewinds Capital Management
Bellingham,
Washington
|
$23.9M
|
+$14M
|
+475,664
|
+140%
|
|
|
14
|
Sequoia Financial Advisors
Akron,
Ohio
|
$23.4M
|
+$707K
|
+24,100
|
+3%
|
|
|
15
|
Morningstar Investment Management
Chicago,
Illinois
|
$21.9M
|
-$7.43M
|
-253,254
|
-25%
|
|
|
16
|
|
$19.9M
|
+$10M
|
+341,232
|
+102%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.2M
|
+$16.1M
|
+547,364
|
+769%
|
|
|
18
|
IndexIQ Advisors
New York
|
$17.7M
|
+$17.3M
|
+590,924
|
+5,881%
|
|
|
19
|
55I LLC
Boston,
Massachusetts
|
$17.3M
|
+$3.1M
|
+105,796
|
+22%
|
|
|
20
|
FundX Investment Group
San Francisco,
California
|
$16.2M
|
+$16.1M
|
+550,014
|
New
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$16.1M
|
+$16.1M
|
+547,234
|
New
|
|
|
22
|
QCI Asset Management
Pittsford,
New York
|
$15.7M
|
+$15.7M
|
+535,716
|
New
|
|
|
23
|
HC Advisors
Sandy Springs,
Georgia
|
$13M
|
+$13M
|
+443,300
|
New
|
|
|
24
|
Bangor Savings Bank
Bangor,
Maine
|
$12.3M
|
+$434K
|
+14,812
|
+4%
|
|
|
25
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$11.7M
|
+$1.5M
|
+51,114
|
+15%
|
|
