|
1
|
|
$866M
|
+$756M
|
+27,694,888
|
+573%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$713M
|
+$32.1M
|
+1,175,968
|
+5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$285M
|
+$23.3M
|
+854,118
|
+9%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$134M
|
+$52.9M
|
+1,935,990
|
+62%
|
|
|
5
|
Madison Asset Management
Madison,
Wisconsin
|
$125M
|
+$79.1M
|
+2,898,048
|
+161%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$77.2M
|
–
|
–
|
–
|
|
|
7
|
Morningstar Investment Management
Chicago,
Illinois
|
$66.1M
|
-$817K
|
-29,926
|
-1%
|
|
|
8
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$59.2M
|
+$1.36M
|
+49,732
|
+2%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$56.1M
|
+$42.6M
|
+1,561,036
|
+285%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$47.4M
|
-$7.06M
|
-258,634
|
-13%
|
|
|
11
|
Your Advocates Ltd
Houston,
Texas
|
$43.5M
|
+$3.51M
|
+128,650
|
+9%
|
|
|
12
|
Allspring Global Investments
Charlotte,
North Carolina
|
$38.4M
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.4M
|
+$12.1M
|
+442,024
|
+48%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$35.3M
|
+$23.4M
|
+856,898
|
+182%
|
|
|
15
|
Financial Engines Advisors
Santa Clara,
California
|
$33M
|
-$2.44M
|
-89,518
|
-7%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.2M
|
-$4.87M
|
-178,186
|
-13%
|
|
|
17
|
55I LLC
Boston,
Massachusetts
|
$30.4M
|
+$4.65M
|
+170,382
|
+18%
|
|
|
18
|
Verdad Advisers
Boston,
Massachusetts
|
$29.3M
|
+$30M
|
+1,100,000
|
New
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$25.2M
|
+$3.95M
|
+144,586
|
+18%
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
$24.1M
|
+$283K
|
+10,370
|
+1%
|
|
|
21
|
WestHill Financial Advisors
San Rafael,
California
|
$22.7M
|
+$23.3M
|
+852,452
|
New
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$22.3M
|
-$573K
|
-20,974
|
-2%
|
|
|
23
|
Hilton Capital Management
Garden City,
New York
|
$21.2M
|
+$21.8M
|
+796,598
|
New
|
|
|
24
|
Morningstar Investment Services
Chicago,
Illinois
|
$19.6M
|
+$1.71M
|
+62,640
|
+9%
|
|
|
25
|
|
$16.8M
|
+$4.12M
|
+150,956
|
+32%
|
|
