|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$683M
|
+$32M
|
+1,119,612
|
+5%
|
|
|
2
|
|
$658M
|
+$494M
|
+17,273,500
|
+291%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$267M
|
+$17.7M
|
+618,846
|
+7%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$83.8M
|
-$64.3M
|
-2,246,544
|
-43%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$82.1M
|
–
|
–
|
–
|
|
|
6
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$65.9M
|
+$2.09M
|
+73,168
|
+3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$57.7M
|
-$13.7M
|
-480,552
|
-19%
|
|
|
8
|
Madison Asset Management
Madison,
Wisconsin
|
$50.3M
|
+$2.68M
|
+93,652
|
+6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$48.7M
|
-$1.65M
|
-57,752
|
-3%
|
|
|
10
|
Insight 2811 Inc
Chicago,
Illinois
|
$43.9M
|
-$1.47M
|
-51,382
|
-3%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.6M
|
+$2.55M
|
+89,200
|
+7%
|
|
|
12
|
Financial Engines Advisors
Santa Clara,
California
|
$37M
|
-$2.51M
|
-87,602
|
-6%
|
|
|
13
|
Your Advocates Ltd
Houston,
Texas
|
$36.6M
|
+$2.1M
|
+73,308
|
+6%
|
|
|
14
|
55I LLC
Boston,
Massachusetts
|
$30.8M
|
+$3.33M
|
+116,354
|
+12%
|
|
|
15
|
Tradewinds Capital Management
Bellingham,
Washington
|
$28.1M
|
+$28.3M
|
+989,338
|
+62,379%
|
|
|
16
|
Morningstar Investment Management
Chicago,
Illinois
|
$26.3M
|
–
|
–
|
–
|
|
|
17
|
Avidian Wealth Enterprises
Houston,
Texas
|
$24.1M
|
+$363K
|
+12,692
|
+2%
|
|
|
18
|
Foster & Motley
Cincinnati,
Ohio
|
$22.2M
|
+$3.34M
|
+116,628
|
+18%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.2M
|
+$403K
|
+14,078
|
+2%
|
|
|
20
|
QCI Asset Management
Pittsford,
New York
|
$21.4M
|
+$1.57M
|
+54,996
|
+8%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$21.3M
|
+$1.36M
|
+47,586
|
+7%
|
|
|
22
|
HC Advisors
Sandy Springs,
Georgia
|
$20.5M
|
-$494K
|
-17,256
|
-2%
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$17.2M
|
+$942K
|
+32,942
|
+6%
|
|
|
24
|
|
$15.6M
|
+$181K
|
+6,344
|
+1%
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$15.5M
|
+$1.61M
|
+56,288
|
+11%
|
|
