|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$653M
|
-$8.78M
|
-309,372
|
-1%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$250M
|
+$4.92M
|
+173,380
|
+2%
|
|
|
3
|
|
$169M
|
-$630M
|
-22,186,086
|
-79%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$148M
|
+$8.26M
|
+290,990
|
+6%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$82.5M
|
–
|
–
|
–
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$71.5M
|
+$30.1M
|
+1,061,820
|
+73%
|
|
|
7
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$64M
|
+$4.91M
|
+173,012
|
+8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$50.5M
|
-$63.8K
|
-2,246
|
-0.1%
|
|
|
9
|
Madison Asset Management
Madison,
Wisconsin
|
$47.8M
|
+$25.7M
|
+903,922
|
+116%
|
|
|
10
|
Insight 2811 Inc
Chicago,
Illinois
|
$45.5M
|
-$865K
|
-30,472
|
-2%
|
|
|
11
|
Financial Engines Advisors
Santa Clara,
California
|
$39.6M
|
-$93.2K
|
-3,282
|
-0.2%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$35.8M
|
+$2.14M
|
+75,386
|
+6%
|
|
|
13
|
|
$35.1M
|
+$16.4M
|
+578,182
|
+88%
|
|
|
14
|
Your Advocates Ltd
Houston,
Texas
|
$34.6M
|
+$10.7M
|
+377,516
|
+45%
|
|
|
15
|
55I LLC
Boston,
Massachusetts
|
$27.5M
|
+$3.32M
|
+116,944
|
+14%
|
|
|
16
|
Morningstar Investment Management
Chicago,
Illinois
|
$26.4M
|
+$5.49M
|
+193,548
|
+26%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$24.7M
|
+$854K
|
+30,070
|
+4%
|
|
|
18
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.8M
|
-$182K
|
-6,396
|
-0.8%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.8M
|
+$1.92M
|
+67,620
|
+10%
|
|
|
20
|
HC Advisors
Sandy Springs,
Georgia
|
$21.1M
|
+$356K
|
+12,534
|
+2%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$20M
|
-$1.85M
|
-65,322
|
-8%
|
|
|
22
|
QCI Asset Management
Pittsford,
New York
|
$19.9M
|
+$947K
|
+33,346
|
+5%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$18.9M
|
+$2.61M
|
+91,782
|
+16%
|
|
|
24
|
Morningstar Investment Services
Chicago,
Illinois
|
$16.3M
|
+$4.05M
|
+142,604
|
+33%
|
|
|
25
|
|
$15.4M
|
+$2.91M
|
+102,596
|
+23%
|
|
