|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.82B
|
+$31.7M
|
+1,264,190
|
+0.8%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$477M
|
+$56.2M
|
+2,241,940
|
+13%
|
|
|
3
|
|
$265M
|
+$29.4M
|
+1,174,784
|
+12%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$147M
|
+$24.7M
|
+986,266
|
+20%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$137M
|
+$2.64M
|
+105,478
|
+2%
|
|
|
6
|
|
$107M
|
+$5.71M
|
+227,880
|
+6%
|
|
|
7
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$87.8M
|
+$501K
|
+20,000
|
+0.6%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$71.5M
|
–
|
–
|
–
|
|
|
9
|
Hilton Capital Management
Garden City,
New York
|
$42.2M
|
+$6.33M
|
+252,456
|
+17%
|
|
|
10
|
|
$40.9M
|
+$233K
|
+9,312
|
+0.6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$39.2M
|
+$16.1M
|
+644,120
|
+68%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.8M
|
+$2.77M
|
+110,656
|
+8%
|
|
|
13
|
Allspring Global Investments
Charlotte,
North Carolina
|
$35.6M
|
–
|
–
|
–
|
|
|
14
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$33.3M
|
+$3.4M
|
+135,510
|
+11%
|
|
|
15
|
Charles Schwab
San Francisco,
California
|
$27.3M
|
-$1.03M
|
-41,000
|
-4%
|
|
|
16
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$25.9M
|
+$1.1M
|
+44,090
|
+4%
|
|
|
17
|
Foster & Motley
Cincinnati,
Ohio
|
$22.6M
|
-$75.1K
|
-2,998
|
-0.3%
|
|
|
18
|
WestHill Financial Advisors
San Rafael,
California
|
$22.2M
|
+$445K
|
+17,772
|
+2%
|
|
|
19
|
Madison Asset Management
Madison,
Wisconsin
|
$21.1M
|
+$11.8M
|
+471,000
|
+122%
|
|
|
20
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$20.1M
|
+$853K
|
+34,060
|
+4%
|
|
|
21
|
Greenline Partners
New York
|
$19.7M
|
+$582K
|
+23,228
|
+3%
|
|
|
22
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$19.5M
|
+$2.28M
|
+91,122
|
+13%
|
|
|
23
|
Morningstar Investment Services
Chicago,
Illinois
|
$19.3M
|
+$4.05M
|
+161,580
|
+26%
|
|
|
24
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$19.1M
|
+$2.21M
|
+88,026
|
+13%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.9M
|
-$758K
|
-30,258
|
-4%
|
|
