|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.87B
|
+$2.08M
|
+83,316
|
+0.1%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$432M
|
+$207M
|
+8,293,190
|
+94%
|
|
|
3
|
|
$242M
|
-$270M
|
-10,816,272
|
-53%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$138M
|
+$10M
|
+401,714
|
+8%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$125M
|
+$7.3M
|
+292,860
|
+6%
|
|
|
6
|
|
$104M
|
-$3.59M
|
-144,014
|
-3%
|
|
|
7
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$89.3M
|
+$5.93M
|
+237,816
|
+7%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$73.1M
|
–
|
–
|
–
|
|
|
9
|
Morningstar Investment Management
Chicago,
Illinois
|
$47.1M
|
+$16.4M
|
+659,704
|
+55%
|
|
|
10
|
|
$46.5M
|
+$10.3M
|
+411,944
|
+29%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$44.1M
|
+$43M
|
+1,726,008
|
+8,037%
|
|
|
12
|
|
$41.6M
|
+$5M
|
+200,508
|
+14%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.9M
|
+$5.02M
|
+201,424
|
+16%
|
|
|
14
|
Allspring Global Investments
Charlotte,
North Carolina
|
$36.4M
|
–
|
–
|
–
|
|
|
15
|
Hilton Capital Management
Garden City,
New York
|
$36M
|
-$3.89M
|
-155,898
|
-10%
|
|
|
16
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$30.7M
|
+$1.18M
|
+47,162
|
+4%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$28.9M
|
-$364K
|
-14,598
|
-1%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$25.4M
|
+$2.09M
|
+83,778
|
+9%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$23.8M
|
-$1.48M
|
-59,368
|
-6%
|
|
|
20
|
Foster & Motley
Cincinnati,
Ohio
|
$23.2M
|
+$1.82M
|
+73,228
|
+9%
|
|
|
21
|
WestHill Financial Advisors
San Rafael,
California
|
$22.3M
|
+$1.24M
|
+49,864
|
+6%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$20.4M
|
-$2.35M
|
-94,176
|
-10%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.1M
|
-$683K
|
-27,392
|
-3%
|
|
|
24
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$19.7M
|
+$506K
|
+20,304
|
+3%
|
|
|
25
|
Greenline Partners
New York
|
$19.6M
|
+$944K
|
+37,888
|
+5%
|
|
