|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$38.1億
|
+$4459万
|
+1,588,053
|
+1%
|
|
|
2
|
Auto-Owners Insurance
Lansing,
Michigan
|
$2.43億
|
+$2.35億
|
+8,353,000
|
新規
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.86億
|
+$1.8億
|
+6,393,874
|
新規
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.69億
|
-$499万
|
-177,868
|
-3%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$1.68億
|
+$28
|
+1
|
+0%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.37億
|
+$1107万
|
+394,278
|
+9%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.07億
|
+$729万
|
+259,645
|
+8%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$1.01億
|
+$9760万
|
+3,475,710
|
新規
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7454万
|
-$810万
|
-288,357
|
-10%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$7104万
|
+$346万
|
+123,146
|
+5%
|
|
|
11
|
Foster & Motley
Cincinnati,
Ohio
|
$6224万
|
-$436万
|
-155,183
|
-7%
|
|
|
12
|
ALPS Advisors
Denver,
Colorado
|
$5405万
|
-$54.2万
|
-19,285
|
-1%
|
|
|
13
|
|
$5362万
|
+$1048万
|
+373,165
|
+25%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4855万
|
-$1116万
|
-397,368
|
-19%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4672万
|
-$1004万
|
-357,686
|
-18%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
$3871万
|
+$214万
|
+76,304
|
+6%
|
|
|
17
|
Lee Financial
Dallas,
Texas
|
$3779万
|
-$357万
|
-127,014
|
-9%
|
|
|
18
|
Trust Company
Manhattan,
Kansas
|
$2978万
|
+$2861万
|
+1,019,053
|
+18,998%
|
|
|
19
|
Strata Wealth Advisors
Dallas,
Texas
|
$2836万
|
+$2740万
|
+975,631
|
新規
|
|
|
20
|
Unison Advisors
Washington,
District of Columbia
|
$2747万
|
+$307万
|
+109,433
|
+13%
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2647万
|
-$254万
|
-90,599
|
-9%
|
|
|
22
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2560万
|
+$663万
|
+236,042
|
+37%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2387万
|
+$599万
|
+213,281
|
+35%
|
|
|
24
|
Capital Advantage
Walnut Creek,
California
|
$2173万
|
+$2099万
|
+747,631
|
新規
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2155万
|
+$734万
|
+261,392
|
+54%
|
|
