|
1
|
Charles Schwab
San Francisco,
California
|
$5.55B
|
+$58.8M
|
+2,372,455
|
+1%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$559M
|
+$93.4M
|
+3,770,008
|
+20%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$306M
|
-$21.7M
|
-875,248
|
-7%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$200M
|
-$2.19M
|
-88,574
|
-1%
|
|
|
5
|
|
$117M
|
-$857K
|
-34,601
|
-0.7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$94.2M
|
+$9.16M
|
+369,539
|
+11%
|
|
|
7
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$86.9M
|
+$1.21M
|
+48,995
|
+1%
|
|
|
8
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$81.5M
|
+$27.8M
|
+1,120,524
|
+52%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$72.6M
|
–
|
–
|
–
|
|
|
10
|
Pacific Sage Partners
Edmonds,
Washington
|
$65.8M
|
-$2.11M
|
-85,204
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$62.8M
|
-$5.03M
|
-203,144
|
-7%
|
|
|
12
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$58.6M
|
+$4M
|
+161,535
|
+7%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$56.2M
|
-$137K
|
-5,542
|
-0.2%
|
|
|
14
|
Avidian Wealth Enterprises
Houston,
Texas
|
$49.4M
|
+$1.86M
|
+75,037
|
+4%
|
|
|
15
|
Intelligence Driven Advisers
Carlsbad,
California
|
$44.2M
|
+$4.09M
|
+165,252
|
+10%
|
|
|
16
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$43.6M
|
+$43.1M
|
+1,740,588
|
New
|
|
|
17
|
Crane Advisory
Fullerton,
California
|
$43.6M
|
-$318K
|
-12,853
|
-0.7%
|
|
|
18
|
|
$41.4M
|
+$40.5M
|
+1,636,172
|
+9,016%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$40.2M
|
+$1.49M
|
+60,159
|
+4%
|
|
|
20
|
Clearstead Advisors
Cleveland,
Ohio
|
$39.6M
|
-$390K
|
-15,728
|
-1%
|
|
|
21
|
FLC Capital Advisors
Palm Desert,
California
|
$35.3M
|
+$4.25M
|
+171,594
|
+14%
|
|
|
22
|
Advisory Alpha
Holland,
Michigan
|
$34.5M
|
+$3.6M
|
+145,142
|
+12%
|
|
|
23
|
|
$31.6M
|
+$2.42M
|
+97,653
|
+8%
|
|
|
24
|
Bouchey Financial Group
Troy,
New York
|
$30.4M
|
-$1.68M
|
-67,811
|
-5%
|
|
|
25
|
Madison Asset Management
Madison,
Wisconsin
|
$30.2M
|
-$11.5M
|
-463,018
|
-28%
|
|
