|
1
|
Charles Schwab
San Francisco,
California
|
$5.73B
|
+$161M
|
+6,451,844
|
+3%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$491M
|
-$69.5M
|
-2,782,755
|
-12%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$344M
|
+$36.2M
|
+1,449,980
|
+12%
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$216M
|
+$15.1M
|
+605,663
|
+8%
|
|
|
5
|
|
$123M
|
+$6.05M
|
+241,925
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$104M
|
+$9.76M
|
+390,772
|
+10%
|
|
|
7
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$91.9M
|
+$4.64M
|
+185,752
|
+5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$91.4M
|
+$28.1M
|
+1,126,405
|
+45%
|
|
|
9
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$86.8M
|
+$4.91M
|
+196,578
|
+6%
|
|
|
10
|
Pacific Sage Partners
Edmonds,
Washington
|
$73.5M
|
+$7.4M
|
+296,019
|
+11%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$72.9M
|
–
|
–
|
–
|
|
|
12
|
|
$72.6M
|
+$30.8M
|
+1,233,971
|
+75%
|
|
|
13
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$69.1M
|
+$25.2M
|
+1,008,799
|
+58%
|
|
|
14
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$66.6M
|
+$7.65M
|
+306,267
|
+13%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$58.2M
|
+$1.36M
|
+54,620
|
+2%
|
|
|
16
|
Avidian Wealth Enterprises
Houston,
Texas
|
$51.6M
|
+$1.93M
|
+77,125
|
+4%
|
|
|
17
|
Intelligence Driven Advisers
Carlsbad,
California
|
$47.6M
|
+$3.19M
|
+127,799
|
+7%
|
|
|
18
|
Crane Advisory
Fullerton,
California
|
$45.3M
|
+$1.19M
|
+47,811
|
+3%
|
|
|
19
|
Clearstead Advisors
Cleveland,
Ohio
|
$43.1M
|
+$3.25M
|
+130,244
|
+8%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$39.3M
|
+$13.7M
|
+549,712
|
+54%
|
|
|
21
|
Advisory Alpha
Holland,
Michigan
|
$37.5M
|
+$2.79M
|
+111,695
|
+8%
|
|
|
22
|
FLC Capital Advisors
Palm Desert,
California
|
$36.8M
|
+$1.3M
|
+52,006
|
+4%
|
|
|
23
|
|
$33.7M
|
+$2.01M
|
+80,319
|
+6%
|
|
|
24
|
Bouchey Financial Group
Troy,
New York
|
$32.1M
|
+$1.59M
|
+63,433
|
+5%
|
|
|
25
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$31.9M
|
+$2.38M
|
+95,406
|
+8%
|
|
