|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.7B
|
-$9.43M
|
-387,590
|
-0.3%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$495M
|
+$31.2M
|
+1,281,886
|
+7%
|
|
|
3
|
|
$271M
|
+$13.8M
|
+566,952
|
+5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$171M
|
+$28.3M
|
+1,163,720
|
+20%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$141M
|
+$7.49M
|
+307,930
|
+6%
|
|
|
6
|
|
$114M
|
+$9.61M
|
+394,900
|
+9%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$77M
|
+$60.7M
|
+2,495,502
|
+348%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$69.5M
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.5M
|
+$14M
|
+576,652
|
+37%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$48.5M
|
+$30.6M
|
+1,255,684
|
+164%
|
|
|
11
|
Hilton Capital Management
Garden City,
New York
|
$46M
|
+$5M
|
+205,402
|
+12%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$45M
|
+$6.99M
|
+287,034
|
+18%
|
|
|
13
|
Allspring Global Investments
Charlotte,
North Carolina
|
$34.6M
|
–
|
–
|
–
|
|
|
14
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$34.5M
|
+$2.12M
|
+87,076
|
+6%
|
|
|
15
|
|
$33.5M
|
-$6.42M
|
-263,890
|
-16%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$30.7M
|
+$31.1M
|
+1,279,076
|
+761,355%
|
|
|
17
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$28.8M
|
+$26.1M
|
+1,074,168
|
+853%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.5M
|
+$26M
|
+1,068,258
|
+881%
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$27.5M
|
+$8.67M
|
+356,192
|
+45%
|
|
|
20
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$25.5M
|
+$296K
|
+12,158
|
+1%
|
|
|
21
|
Madison Asset Management
Madison,
Wisconsin
|
$24.7M
|
+$4.2M
|
+172,474
|
+20%
|
|
|
22
|
Foster & Motley
Cincinnati,
Ohio
|
$23.3M
|
+$1.32M
|
+54,136
|
+6%
|
|
|
23
|
Avidian Wealth Enterprises
Houston,
Texas
|
$22M
|
+$5.62M
|
+231,038
|
+34%
|
|
|
24
|
WestHill Financial Advisors
San Rafael,
California
|
$22M
|
+$351K
|
+14,404
|
+2%
|
|
|
25
|
Greenline Partners
New York
|
$20.5M
|
+$1.33M
|
+54,792
|
+7%
|
|
