|
1
|
Charles Schwab
San Francisco,
California
|
$5.28B
|
+$45.9M
|
+1,865,088
|
+0.9%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$387M
|
-$133M
|
-5,418,444
|
-25%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$308M
|
+$56.6M
|
+2,299,079
|
+22%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$206M
|
+$7.42M
|
+301,415
|
+4%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$189M
|
-$445K
|
-18,087
|
-0.2%
|
|
|
6
|
|
$139M
|
+$71.6M
|
+2,909,570
|
+104%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$80.8M
|
+$29.6M
|
+1,202,725
|
+57%
|
|
|
8
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$80.3M
|
+$4.17M
|
+169,318
|
+5%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$70.4M
|
–
|
–
|
–
|
|
|
10
|
Pacific Sage Partners
Edmonds,
Washington
|
$63M
|
+$1.73M
|
+70,170
|
+3%
|
|
|
11
|
Madison Asset Management
Madison,
Wisconsin
|
$56.3M
|
+$3.12M
|
+126,726
|
+6%
|
|
|
12
|
Madison Investment Advisors
Madison,
Wisconsin
|
$56.3M
|
+$57M
|
+2,316,840
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$54M
|
+$12.4M
|
+502,468
|
+29%
|
|
|
14
|
Avidian Wealth Enterprises
Houston,
Texas
|
$51.7M
|
+$2.39M
|
+97,060
|
+5%
|
|
|
15
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$49M
|
+$6.88M
|
+279,564
|
+16%
|
|
|
16
|
Crane Advisory
Fullerton,
California
|
$45.1M
|
-$2.47M
|
-100,540
|
-5%
|
|
|
17
|
Intelligence Driven Advisers
Carlsbad,
California
|
$39.5M
|
-$8.32M
|
-338,075
|
-17%
|
|
|
18
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$38.6M
|
+$1.49M
|
+60,708
|
+4%
|
|
|
19
|
Clearstead Advisors
Cleveland,
Ohio
|
$35.1M
|
+$1.89M
|
+76,862
|
+6%
|
|
|
20
|
West Coast Financial
Santa Barbara,
California
|
$34.7M
|
+$1.77M
|
+71,926
|
+5%
|
|
|
21
|
Allworth Financial
Folsom,
California
|
$33.6M
|
+$282K
|
+11,466
|
+0.8%
|
|
|
22
|
Foster & Motley
Cincinnati,
Ohio
|
$32.7M
|
+$1.42M
|
+57,781
|
+4%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$29.8M
|
-$4.5M
|
-182,931
|
-13%
|
|
|
24
|
Allspring Global Investments
Charlotte,
North Carolina
|
$29.2M
|
-$5.96M
|
-242,042
|
-17%
|
|
|
25
|
Bouchey Financial Group
Troy,
New York
|
$29.2M
|
+$4.83M
|
+196,265
|
+20%
|
|
