|
1
|
Charles Schwab
San Francisco,
California
|
$5.45B
|
+$53.2M
|
+2,171,605
|
+1%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$462M
|
+$64.5M
|
+2,633,732
|
+17%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$326M
|
+$10.6M
|
+431,781
|
+3%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$201M
|
+$7.77M
|
+317,283
|
+4%
|
|
|
5
|
|
$117M
|
-$24.8M
|
-1,014,558
|
-18%
|
|
|
6
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$85.1M
|
+$2.79M
|
+114,050
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$84.4M
|
-$124M
|
-5,079,974
|
-60%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$72.1M
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.4M
|
+$12M
|
+490,045
|
+22%
|
|
|
10
|
Pacific Sage Partners
Edmonds,
Washington
|
$67.4M
|
+$2.96M
|
+121,094
|
+5%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$56.5M
|
-$25.8M
|
-1,053,821
|
-32%
|
|
|
12
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$54.2M
|
+$4.02M
|
+164,189
|
+8%
|
|
|
13
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$53.1M
|
+$13.4M
|
+547,537
|
+34%
|
|
|
14
|
Avidian Wealth Enterprises
Houston,
Texas
|
$47.2M
|
-$5.6M
|
-228,773
|
-11%
|
|
|
15
|
Crane Advisory
Fullerton,
California
|
$43.5M
|
-$2.16M
|
-88,349
|
-5%
|
|
|
16
|
Madison Asset Management
Madison,
Wisconsin
|
$41.5M
|
-$15.8M
|
-646,304
|
-28%
|
|
|
17
|
Intelligence Driven Advisers
Carlsbad,
California
|
$39.8M
|
-$617K
|
-25,180
|
-2%
|
|
|
18
|
Clearstead Advisors
Cleveland,
Ohio
|
$39.8M
|
+$3.81M
|
+155,405
|
+11%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$38.4M
|
+$37.3M
|
+1,525,141
|
+8,087%
|
|
|
20
|
West Coast Financial
Santa Barbara,
California
|
$36.5M
|
+$944K
|
+38,562
|
+3%
|
|
|
21
|
Foster & Motley
Cincinnati,
Ohio
|
$33.1M
|
-$318K
|
-13,003
|
-1%
|
|
|
22
|
Bouchey Financial Group
Troy,
New York
|
$31.9M
|
+$2M
|
+81,495
|
+7%
|
|
|
23
|
FLC Capital Advisors
Palm Desert,
California
|
$30.8M
|
+$1.76M
|
+72,021
|
+6%
|
|
|
24
|
Advisory Alpha
Holland,
Michigan
|
$30.7M
|
+$17.3M
|
+707,320
|
+134%
|
|
|
25
|
Stokes Family Office
New Orleans,
Louisiana
|
$29.3M
|
+$7.26M
|
+296,626
|
+34%
|
|
