|
1
|
|
$701M
|
+$640M
|
+21,977,110
|
+1,041%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$657M
|
+$13.4M
|
+459,726
|
+2%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$227M
|
+$15.6M
|
+535,636
|
+7%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$134M
|
+$18M
|
+618,248
|
+15%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$84.4M
|
–
|
–
|
–
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$83.9M
|
-$49.8M
|
-1,710,620
|
-37%
|
|
|
7
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$51.1M
|
+$4.03M
|
+138,204
|
+9%
|
|
|
8
|
Insight 2811 Inc
Chicago,
Illinois
|
$47M
|
+$47.1M
|
+1,615,692
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$45.8M
|
+$18M
|
+619,428
|
+65%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$35.3M
|
+$4.9M
|
+168,170
|
+16%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31.6M
|
+$1.72M
|
+58,960
|
+6%
|
|
|
12
|
WNY Asset Management
Williamsville,
New York
|
$26.2M
|
+$26.2M
|
+898,372
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$24.1M
|
+$23.6M
|
+809,870
|
+4,918%
|
|
|
14
|
Sequoia Financial Advisors
Akron,
Ohio
|
$23.3M
|
-$264K
|
-9,062
|
-1%
|
|
|
15
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.1M
|
+$8.28M
|
+284,064
|
+56%
|
|
|
16
|
55I LLC
Boston,
Massachusetts
|
$21.7M
|
+$2.62M
|
+89,904
|
+14%
|
|
|
17
|
HC Advisors
Sandy Springs,
Georgia
|
$21M
|
-$764K
|
-26,220
|
-3%
|
|
|
18
|
Morningstar Investment Management
Chicago,
Illinois
|
$18.8M
|
-$1.87M
|
-64,158
|
-9%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$18.1M
|
+$1.84M
|
+63,128
|
+11%
|
|
|
20
|
QCI Asset Management
Pittsford,
New York
|
$17.8M
|
+$1.2M
|
+41,130
|
+7%
|
|
|
21
|
Your Advocates Ltd
Houston,
Texas
|
$16.9M
|
-$12.2M
|
-417,126
|
-42%
|
|
|
22
|
|
$15.6M
|
-$599K
|
-20,550
|
-4%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
+$1.89M
|
+64,922
|
+16%
|
|
|
24
|
Foster & Motley
Cincinnati,
Ohio
|
$13.1M
|
+$1.98M
|
+68,120
|
+18%
|
|
|
25
|
Reby Advisors
Danbury,
Connecticut
|
$13M
|
+$13.1M
|
+448,266
|
New
|
|
