|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$649M
|
+$21.1M
|
+718,830
|
+3%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$213M
|
+$19.6M
|
+667,916
|
+10%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$135M
|
-$19.7M
|
-671,858
|
-13%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$117M
|
+$32.2M
|
+1,098,384
|
+38%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$85.1M
|
–
|
–
|
–
|
|
|
6
|
Tidal Investments
Milwaukee,
Wisconsin
|
$73.4M
|
+$73.4M
|
+2,501,586
|
New
|
|
|
7
|
|
$62M
|
+$13.3M
|
+454,048
|
+27%
|
|
|
8
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$47.5M
|
+$6.68M
|
+227,620
|
+16%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$30.6M
|
+$4.75M
|
+161,850
|
+18%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$30.2M
|
+$1.03M
|
+34,994
|
+4%
|
|
|
11
|
Your Advocates Ltd
Houston,
Texas
|
$29.3M
|
-$8.02M
|
-273,142
|
-21%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$28M
|
+$391K
|
+13,324
|
+1%
|
|
|
13
|
Sequoia Financial Advisors
Akron,
Ohio
|
$23.8M
|
+$371K
|
+12,628
|
+2%
|
|
|
14
|
HC Advisors
Sandy Springs,
Georgia
|
$22M
|
+$8.98M
|
+305,892
|
+69%
|
|
|
15
|
Morningstar Investment Management
Chicago,
Illinois
|
$20.8M
|
-$1.02M
|
-34,840
|
-5%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$19.3M
|
+$2.04M
|
+69,516
|
+12%
|
|
|
17
|
QCI Asset Management
Pittsford,
New York
|
$16.7M
|
+$1.02M
|
+34,782
|
+6%
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$16.4M
|
+$371K
|
+12,622
|
+2%
|
|
|
19
|
|
$16.3M
|
-$3.54M
|
-120,700
|
-18%
|
|
|
20
|
Avidian Wealth Enterprises
Houston,
Texas
|
$15M
|
+$9.01M
|
+306,926
|
+150%
|
|
|
21
|
Bangor Savings Bank
Bangor,
Maine
|
$12.8M
|
+$465K
|
+15,824
|
+4%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
+$1.31M
|
+44,546
|
+12%
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$11.9M
|
+$234K
|
+7,970
|
+2%
|
|
|
24
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$11.9M
|
+$207K
|
+7,042
|
+2%
|
|
|
25
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$11.2M
|
+$1.08M
|
+36,720
|
+11%
|
|
