|
1
|
|
$793M
|
+$116M
|
+4,039,270
|
+17%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$657M
|
+$20.5M
|
+713,550
|
+3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$243M
|
+$23.6M
|
+824,016
|
+11%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$139M
|
+$8.54M
|
+297,736
|
+6%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$81.8M
|
–
|
–
|
–
|
|
|
6
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$58.6M
|
+$9.23M
|
+321,722
|
+18%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$50.2M
|
+$5.87M
|
+204,540
|
+13%
|
|
|
8
|
Insight 2811 Inc
Chicago,
Illinois
|
$46M
|
+$426K
|
+14,852
|
+0.9%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$40.9M
|
-$41.4M
|
-1,444,562
|
-50%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$39.4M
|
+$5.26M
|
+183,466
|
+15%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$33.2M
|
+$2.33M
|
+81,404
|
+7%
|
|
|
12
|
55I LLC
Boston,
Massachusetts
|
$24M
|
+$2.99M
|
+104,412
|
+14%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.8M
|
+$1.4M
|
+48,660
|
+6%
|
|
|
14
|
Your Advocates Ltd
Houston,
Texas
|
$23.7M
|
+$7.44M
|
+259,364
|
+45%
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$23.7M
|
+$1.14M
|
+39,578
|
+5%
|
|
|
16
|
Madison Asset Management
Madison,
Wisconsin
|
$21.9M
|
+$22.3M
|
+777,922
|
New
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$21.7M
|
-$1.64M
|
-57,248
|
-7%
|
|
|
18
|
Morningstar Investment Management
Chicago,
Illinois
|
$20.7M
|
+$2.54M
|
+88,694
|
+14%
|
|
|
19
|
HC Advisors
Sandy Springs,
Georgia
|
$20.5M
|
+$142K
|
+4,958
|
+0.7%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
+$6.47M
|
+225,538
|
+48%
|
|
|
21
|
QCI Asset Management
Pittsford,
New York
|
$18.8M
|
+$1.53M
|
+53,340
|
+9%
|
|
|
22
|
|
$18.5M
|
+$18.2M
|
+633,120
|
+2,773%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$16.2M
|
+$3.55M
|
+123,890
|
+28%
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$15.1M
|
+$6.06M
|
+211,324
|
+65%
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
$15M
|
-$2.58M
|
-89,872
|
-14%
|
|
