|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.97B
|
+$76M
|
+3,090,002
|
+2%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$570M
|
+$64.5M
|
+2,624,590
|
+13%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$214M
|
+$41.4M
|
+1,685,082
|
+24%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$177M
|
+$32.7M
|
+1,331,718
|
+23%
|
|
|
5
|
|
$113M
|
-$13.3M
|
-540,912
|
-10%
|
|
|
6
|
Crane Advisory
Fullerton,
California
|
$72.7M
|
+$50.7M
|
+2,060,676
|
+223%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$71.1M
|
–
|
–
|
–
|
|
|
8
|
|
$64.9M
|
-$25.2M
|
-1,025,332
|
-28%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$63.2M
|
-$14.5M
|
-591,432
|
-19%
|
|
|
10
|
Pacific Sage Partners
Edmonds,
Washington
|
$60.8M
|
+$294K
|
+11,946
|
+0.5%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$49.1M
|
+$1.82M
|
+74,106
|
+4%
|
|
|
12
|
Intelligence Driven Advisers
Carlsbad,
California
|
$48.3M
|
+$34.4M
|
+1,398,100
|
+245%
|
|
|
13
|
Avidian Wealth Enterprises
Houston,
Texas
|
$46.9M
|
+$22.8M
|
+928,354
|
+94%
|
|
|
14
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$43.4M
|
+$2.38M
|
+96,696
|
+6%
|
|
|
15
|
Madison Asset Management
Madison,
Wisconsin
|
$38.8M
|
+$12.8M
|
+521,840
|
+49%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.2M
|
-$21M
|
-855,930
|
-35%
|
|
|
17
|
Allspring Global Investments
Charlotte,
North Carolina
|
$35.4M
|
–
|
–
|
–
|
|
|
18
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$34.8M
|
-$3.08M
|
-125,134
|
-8%
|
|
|
19
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$34.2M
|
+$2.85M
|
+116,058
|
+9%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34.1M
|
-$3.56M
|
-144,990
|
-9%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$33.6M
|
+$2.94M
|
+119,712
|
+10%
|
|
|
22
|
Clearstead Advisors
Cleveland,
Ohio
|
$29.8M
|
+$5.37M
|
+218,264
|
+21%
|
|
|
23
|
Busey Bank
Urbana,
Illinois
|
$29.5M
|
-$2.1M
|
-85,416
|
-7%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$29.4M
|
-$735K
|
-29,912
|
-2%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$28.1M
|
+$2.78M
|
+113,040
|
+11%
|
|
