|
1
|
Charles Schwab
San Francisco,
California
|
$5.45B
|
+$1.22B
|
+48,988,418
|
+29%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$540M
|
+$27.8M
|
+1,111,968
|
+5%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$254M
|
+$26.1M
|
+1,045,760
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$207M
|
+$175M
|
+7,012,740
|
+605%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$197M
|
+$7.95M
|
+318,086
|
+4%
|
|
|
6
|
|
$104M
|
+$97.6M
|
+3,906,516
|
+2,033%
|
|
|
7
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$79.4M
|
+$32.6M
|
+1,303,696
|
+71%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$73.4M
|
–
|
–
|
–
|
|
|
9
|
|
$70.7M
|
-$3.3M
|
-132,228
|
-5%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$63.9M
|
+$55.2M
|
+2,209,530
|
+711%
|
|
|
11
|
Pacific Sage Partners
Edmonds,
Washington
|
$63.8M
|
-$672K
|
-26,880
|
-1%
|
|
|
12
|
Madison Asset Management
Madison,
Wisconsin
|
$55.4M
|
+$5.55M
|
+222,288
|
+11%
|
|
|
13
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$55.3M
|
+$25.5M
|
+1,018,922
|
+87%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$54.6M
|
+$25.5M
|
+1,019,624
|
+90%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$53.7M
|
+$798K
|
+31,920
|
+2%
|
|
|
16
|
Avidian Wealth Enterprises
Houston,
Texas
|
$51.4M
|
+$1.04M
|
+41,570
|
+2%
|
|
|
17
|
Intelligence Driven Advisers
Carlsbad,
California
|
$49.7M
|
-$559K
|
-22,390
|
-1%
|
|
|
18
|
Crane Advisory
Fullerton,
California
|
$48.8M
|
+$53.8K
|
+2,154
|
+0.1%
|
|
|
19
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$44M
|
+$5.06M
|
+202,634
|
+13%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.5M
|
-$859K
|
-34,362
|
-2%
|
|
|
21
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$38.6M
|
+$911K
|
+36,466
|
+2%
|
|
|
22
|
|
$38.1M
|
+$7.8M
|
+312,324
|
+26%
|
|
|
23
|
Allspring Global Investments
Charlotte,
North Carolina
|
$36.5M
|
–
|
–
|
–
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$35.6M
|
-$5.39M
|
-215,692
|
-13%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$34.7M
|
-$1.88M
|
-75,382
|
-5%
|
|
