|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
USD 3807 M
|
+USD 44.6 M
|
+1,588,053
|
+1%
|
|
|
2
|
Auto-Owners Insurance
Lansing,
Michigan
|
USD 243 M
|
+USD 235 M
|
+8,353,000
|
Nuevas
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
USD 186 M
|
+USD 180 M
|
+6,393,874
|
Nuevas
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
USD 169 M
|
-USD 4.99 M
|
-177,868
|
-3%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
USD 168 M
|
+USD 28
|
+1
|
+0%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
USD 137 M
|
+USD 11.1 M
|
+394,278
|
+9%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
USD 107 M
|
+USD 7.29 M
|
+259,645
|
+8%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
USD 101 M
|
+USD 97.6 M
|
+3,475,710
|
Nuevas
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
USD 74.5 M
|
-USD 8.1 M
|
-288,357
|
-10%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
USD 71 M
|
+USD 3.46 M
|
+123,146
|
+5%
|
|
|
11
|
Foster & Motley
Cincinnati,
Ohio
|
USD 62.2 M
|
-USD 4.36 M
|
-155,183
|
-7%
|
|
|
12
|
ALPS Advisors
Denver,
Colorado
|
USD 54.1 M
|
-USD 542 k
|
-19,285
|
-1%
|
|
|
13
|
|
USD 53.6 M
|
+USD 10.5 M
|
+373,165
|
+25%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
USD 48.6 M
|
-USD 11.2 M
|
-397,368
|
-19%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
USD 46.7 M
|
-USD 10 M
|
-357,686
|
-18%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
USD 38.7 M
|
+USD 2.14 M
|
+76,304
|
+6%
|
|
|
17
|
Lee Financial
Dallas,
Texas
|
USD 37.8 M
|
-USD 3.57 M
|
-127,014
|
-9%
|
|
|
18
|
Trust Company
Manhattan,
Kansas
|
USD 29.8 M
|
+USD 28.6 M
|
+1,019,053
|
+18,998%
|
|
|
19
|
Strata Wealth Advisors
Dallas,
Texas
|
USD 28.4 M
|
+USD 27.4 M
|
+975,631
|
Nuevas
|
|
|
20
|
Unison Advisors
Washington,
District of Columbia
|
USD 27.5 M
|
+USD 3.07 M
|
+109,433
|
+13%
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
USD 26.5 M
|
-USD 2.54 M
|
-90,599
|
-9%
|
|
|
22
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
USD 25.6 M
|
+USD 6.63 M
|
+236,042
|
+37%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 23.9 M
|
+USD 5.99 M
|
+213,281
|
+35%
|
|
|
24
|
Capital Advantage
Walnut Creek,
California
|
USD 21.7 M
|
+USD 21 M
|
+747,631
|
Nuevas
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 21.6 M
|
+USD 7.34 M
|
+261,392
|
+54%
|
|
