|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.84B
|
+$3.15B
|
+121,914,094
|
+455%
|
|
|
2
|
|
$540M
|
-$300M
|
-11,593,714
|
-36%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$300M
|
+$24M
|
+928,872
|
+9%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$132M
|
+$2.19M
|
+84,754
|
+2%
|
|
|
5
|
Madison Asset Management
Madison,
Wisconsin
|
$121M
|
-$492K
|
-19,044
|
-0.4%
|
|
|
6
|
|
$112M
|
+$103M
|
+3,979,464
|
+1,075%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$94.6M
|
+$48.7M
|
+1,884,982
|
+106%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$74.8M
|
–
|
–
|
–
|
|
|
9
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$59.9M
|
+$2.61M
|
+101,094
|
+5%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$56.4M
|
+$2.05M
|
+79,174
|
+4%
|
|
|
11
|
Your Advocates Ltd
Houston,
Texas
|
$43M
|
+$797K
|
+30,818
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.5M
|
+$7.21M
|
+278,718
|
+20%
|
|
|
13
|
Allspring Global Investments
Charlotte,
North Carolina
|
$37.3M
|
–
|
–
|
–
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.2M
|
+$954K
|
+36,896
|
+3%
|
|
|
15
|
Morningstar Investment Management
Chicago,
Illinois
|
$32.2M
|
-$31.9M
|
-1,234,106
|
-50%
|
|
|
16
|
Financial Engines Advisors
Santa Clara,
California
|
$30M
|
-$1.96M
|
-75,680
|
-6%
|
|
|
17
|
Hilton Capital Management
Garden City,
New York
|
$27.1M
|
+$6.58M
|
+254,420
|
+32%
|
|
|
18
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$27M
|
+$27.1M
|
+1,048,340
|
New
|
|
|
19
|
Avidian Wealth Enterprises
Houston,
Texas
|
$24.2M
|
-$213K
|
-8,236
|
-0.9%
|
|
|
20
|
|
$23.2M
|
+$21.3M
|
+823,322
|
+1,074%
|
|
|
21
|
Foster & Motley
Cincinnati,
Ohio
|
$22.9M
|
-$515K
|
-19,930
|
-2%
|
|
|
22
|
WestHill Financial Advisors
San Rafael,
California
|
$21.7M
|
-$295K
|
-11,398
|
-1%
|
|
|
23
|
New York Life Investment Management
New York
|
$21.3M
|
+$21.4M
|
+826,742
|
New
|
|
|
24
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$21.3M
|
+$16.4M
|
+633,476
|
+329%
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$20.1M
|
-$1.61M
|
-62,078
|
-7%
|
|
