|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.78B
|
-$115M
|
-4,663,582
|
-3%
|
|
|
2
|
|
$502M
|
-$358M
|
-14,547,820
|
-42%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$490M
|
+$1.5M
|
+61,026
|
+0.3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$217M
|
+$11.6M
|
+472,874
|
+6%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$125M
|
-$3.16M
|
-128,306
|
-2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$115M
|
+$20.8M
|
+843,250
|
+22%
|
|
|
7
|
|
$105M
|
+$81.4M
|
+3,309,366
|
+343%
|
|
|
8
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$81.3M
|
-$2.08M
|
-84,320
|
-2%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$71.5M
|
–
|
–
|
–
|
|
|
10
|
Madison Asset Management
Madison,
Wisconsin
|
$40.4M
|
-$34.9M
|
-1,419,290
|
-46%
|
|
|
11
|
Hilton Capital Management
Garden City,
New York
|
$39.7M
|
–
|
–
|
–
|
|
|
12
|
|
$35.7M
|
+$20.3M
|
+826,358
|
+132%
|
|
|
13
|
Your Advocates Ltd
Houston,
Texas
|
$35.7M
|
-$4.5M
|
-182,800
|
-11%
|
|
|
14
|
Allspring Global Investments
Charlotte,
North Carolina
|
$35.5M
|
–
|
–
|
–
|
|
|
15
|
|
$35.2M
|
+$1.29M
|
+52,510
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$31M
|
-$13.5M
|
-549,922
|
-30%
|
|
|
17
|
Morningstar Investment Management
Chicago,
Illinois
|
$29.8M
|
–
|
–
|
–
|
|
|
18
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$28.8M
|
-$861K
|
-34,988
|
-3%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$28.6M
|
-$26.4M
|
-1,072,532
|
-48%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$24.7M
|
-$1.13M
|
-45,710
|
-4%
|
|
|
21
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$22.7M
|
+$2.34M
|
+95,232
|
+12%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$22.2M
|
-$1.52M
|
-61,858
|
-6%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$20.8M
|
-$514K
|
-20,874
|
-2%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.7M
|
-$4.98M
|
-202,214
|
-20%
|
|
|
25
|
WestHill Financial Advisors
San Rafael,
California
|
$20.6M
|
-$323K
|
-13,140
|
-2%
|
|
