|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.95B
|
+$108M
|
+4,470,094
|
+3%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$513M
|
-$142K
|
-5,898
|
-0%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$175M
|
-$2.31M
|
-95,444
|
-1%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$146M
|
-$278K
|
-11,498
|
-0.2%
|
|
|
5
|
|
$128M
|
+$9.99M
|
+413,502
|
+9%
|
|
|
6
|
|
$91.3M
|
-$185M
|
-7,650,770
|
-68%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$78.8M
|
-$1.03M
|
-42,800
|
-1%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$72.1M
|
–
|
–
|
–
|
|
|
9
|
Pacific Sage Partners
Edmonds,
Washington
|
$61.3M
|
+$59.6M
|
+2,466,256
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$60M
|
+$6.32M
|
+261,612
|
+12%
|
|
|
11
|
Hilton Capital Management
Garden City,
New York
|
$48.2M
|
+$447K
|
+18,516
|
+1%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$47.9M
|
-$2.31M
|
-95,464
|
-5%
|
|
|
13
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$41.6M
|
+$5.67M
|
+234,664
|
+16%
|
|
|
14
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$38.4M
|
+$8.33M
|
+344,862
|
+29%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38.1M
|
+$8.31M
|
+343,872
|
+29%
|
|
|
16
|
Allspring Global Investments
Charlotte,
North Carolina
|
$35.9M
|
–
|
–
|
–
|
|
|
17
|
Busey Bank
Urbana,
Illinois
|
$32.1M
|
+$31.2M
|
+1,289,982
|
New
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$31.8M
|
+$5.21M
|
+215,688
|
+20%
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$31M
|
+$2.42M
|
+100,224
|
+9%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$30.6M
|
+$17.6M
|
+729,616
|
+146%
|
|
|
21
|
Morningstar Investment Services
Chicago,
Illinois
|
$28.8M
|
+$8.97M
|
+371,140
|
+47%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.2M
|
+$14.8M
|
+610,750
|
+117%
|
|
|
23
|
True North Advisors
Dallas,
Texas
|
$26.8M
|
+$26M
|
+1,077,236
|
New
|
|
|
24
|
Madison Asset Management
Madison,
Wisconsin
|
$26.4M
|
+$784K
|
+32,442
|
+3%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$25.6M
|
-$20.4M
|
-844,880
|
-45%
|
|
