|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$718M
|
+$42.1M
|
+1,496,196
|
+6%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$277M
|
+$12.8M
|
+453,076
|
+5%
|
|
|
3
|
|
$136M
|
-$517M
|
-18,383,588
|
-79%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$87.1M
|
+$4.07M
|
+144,538
|
+5%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$81.4M
|
–
|
–
|
–
|
|
|
6
|
Morningstar Investment Management
Chicago,
Illinois
|
$70.5M
|
+$44.6M
|
+1,584,004
|
+171%
|
|
|
7
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$61M
|
-$4.29M
|
-152,544
|
-7%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$57.2M
|
+$145K
|
+5,140
|
+0.3%
|
|
|
9
|
Madison Asset Management
Madison,
Wisconsin
|
$50.6M
|
+$758K
|
+26,938
|
+2%
|
|
|
10
|
Your Advocates Ltd
Houston,
Texas
|
$42.3M
|
+$6.07M
|
+215,592
|
+17%
|
|
|
11
|
Allspring Global Investments
Charlotte,
North Carolina
|
$40.5M
|
+$40.6M
|
+1,444,074
|
New
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$38.5M
|
+$1.62M
|
+57,670
|
+4%
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$37.3M
|
+$691K
|
+24,548
|
+2%
|
|
|
14
|
|
$35.8M
|
+$34.8M
|
+1,235,396
|
+3,196%
|
|
|
15
|
55I LLC
Boston,
Massachusetts
|
$27.3M
|
-$3.19M
|
-113,256
|
-10%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$26M
|
+$4.09M
|
+145,220
|
+19%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$25.2M
|
+$3.22M
|
+114,362
|
+15%
|
|
|
18
|
Sequoia Financial Advisors
Akron,
Ohio
|
$24.1M
|
+$16.5M
|
+587,588
|
+215%
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$22.5M
|
-$1.37M
|
-48,598
|
-6%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22M
|
+$16.8M
|
+596,498
|
+317%
|
|
|
21
|
IndexIQ Advisors
New York
|
$22M
|
+$8.39M
|
+298,152
|
+61%
|
|
|
22
|
Morningstar Investment Services
Chicago,
Illinois
|
$19M
|
+$2M
|
+71,222
|
+12%
|
|
|
23
|
HC Advisors
Sandy Springs,
Georgia
|
$19M
|
-$1.28M
|
-45,468
|
-6%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$18.2M
|
-$2.92M
|
-103,730
|
-14%
|
|
|
25
|
Charles Schwab
San Francisco,
California
|
$15.4M
|
+$419K
|
+14,898
|
+3%
|
|
