|
1
|
Charles Schwab
San Francisco,
California
|
$4.06B
|
+$4.01B
|
+165,734,630
|
+27,181%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$494M
|
-$73M
|
-3,015,556
|
-13%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$228M
|
+$15.1M
|
+625,154
|
+7%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$182M
|
+$6.79M
|
+280,660
|
+4%
|
|
|
5
|
|
$71.4M
|
+$6.75M
|
+278,830
|
+11%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$70.7M
|
–
|
–
|
–
|
|
|
7
|
Pacific Sage Partners
Edmonds,
Washington
|
$62.1M
|
+$1.7M
|
+70,162
|
+3%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$51M
|
+$2.14M
|
+88,384
|
+4%
|
|
|
9
|
Avidian Wealth Enterprises
Houston,
Texas
|
$48.5M
|
+$1.84M
|
+76,168
|
+4%
|
|
|
10
|
Intelligence Driven Advisers
Carlsbad,
California
|
$48.5M
|
+$446K
|
+18,412
|
+0.9%
|
|
|
11
|
Madison Asset Management
Madison,
Wisconsin
|
$48M
|
+$9.3M
|
+383,966
|
+24%
|
|
|
12
|
Crane Advisory
Fullerton,
California
|
$47.9M
|
-$24.8M
|
-1,024,388
|
-34%
|
|
|
13
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$44.7M
|
+$1.56M
|
+64,608
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.8M
|
+$4.82M
|
+199,168
|
+13%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$39.6M
|
-$23.1M
|
-953,188
|
-37%
|
|
|
16
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$37.4M
|
+$4.04M
|
+166,726
|
+12%
|
|
|
17
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$36.4M
|
+$2.35M
|
+97,212
|
+7%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$35.6M
|
+$6.01M
|
+248,304
|
+21%
|
|
|
19
|
Allspring Global Investments
Charlotte,
North Carolina
|
$35.2M
|
–
|
–
|
–
|
|
|
20
|
Clearstead Advisors
Cleveland,
Ohio
|
$30.7M
|
+$644K
|
+26,598
|
+2%
|
|
|
21
|
West Coast Financial
Santa Barbara,
California
|
$29.2M
|
+$4.52M
|
+186,804
|
+18%
|
|
|
22
|
|
$29.1M
|
+$6.33M
|
+261,452
|
+28%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$28.6M
|
+$3.8M
|
+156,762
|
+15%
|
|
|
24
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$28.4M
|
-$6.16M
|
-254,322
|
-18%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$28.3M
|
+$359K
|
+14,830
|
+1%
|
|
