|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.89B
|
+$244M
|
+9,528,004
|
+6%
|
|
|
2
|
|
$859M
|
+$358M
|
+14,014,224
|
+67%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$487M
|
+$501M
|
+19,610,980
|
+8,692%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$205M
|
-$84M
|
-3,287,934
|
-28%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$128M
|
+$1.77M
|
+69,256
|
+1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$94.3M
|
+$4.21M
|
+164,520
|
+4%
|
|
|
7
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$83.2M
|
+$27.2M
|
+1,065,088
|
+46%
|
|
|
8
|
Madison Asset Management
Madison,
Wisconsin
|
$75.2M
|
-$41.4M
|
-1,619,566
|
-35%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$71.3M
|
–
|
–
|
–
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$54.9M
|
+$1.22M
|
+47,812
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.5M
|
+$4.19M
|
+164,006
|
+10%
|
|
|
12
|
Flow Traders U.S.
New York
|
$44M
|
+$45.8M
|
+1,792,630
|
New
|
|
|
13
|
Your Advocates Ltd
Houston,
Texas
|
$40.1M
|
-$869K
|
-33,978
|
-2%
|
|
|
14
|
Hilton Capital Management
Garden City,
New York
|
$39.7M
|
+$14.5M
|
+566,138
|
+54%
|
|
|
15
|
Allspring Global Investments
Charlotte,
North Carolina
|
$35.5M
|
–
|
–
|
–
|
|
|
16
|
|
$33.9M
|
-$75.9M
|
-2,970,782
|
-68%
|
|
|
17
|
Morningstar Investment Management
Chicago,
Illinois
|
$29.7M
|
-$992K
|
-38,796
|
-3%
|
|
|
18
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$29.6M
|
+$3.98M
|
+155,514
|
+15%
|
|
|
19
|
Financial Engines Advisors
Santa Clara,
California
|
$26.3M
|
-$2.38M
|
-92,956
|
-8%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$25.8M
|
+$12.7M
|
+496,848
|
+90%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.1M
|
-$5.85M
|
-228,696
|
-18%
|
|
|
22
|
|
$23.7M
|
+$1.64M
|
+64,206
|
+7%
|
|
|
23
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.7M
|
+$670K
|
+26,208
|
+3%
|
|
|
24
|
Tidal Investments
Milwaukee,
Wisconsin
|
$23.6M
|
+$24.6M
|
+962,128
|
New
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
$21.3M
|
-$490K
|
-19,180
|
-2%
|
|
