|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$41億
|
+$7058万
|
+2,175,964
|
+2%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.21億
|
+$8603万
|
+2,652,178
|
+25%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.97億
|
+$6866万
|
+2,116,576
|
+29%
|
|
|
4
|
Auto-Owners Insurance
Lansing,
Michigan
|
$2.65億
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.02億
|
+$1390万
|
+428,481
|
+7%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$1.83億
|
–
|
–
|
–
|
|
|
7
|
|
$1.72億
|
-$217万
|
-66,997
|
-1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.52億
|
-$133万
|
-41,032
|
-0.8%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.27億
|
+$112万
|
+34,569
|
+0.9%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.15億
|
+$697万
|
+214,994
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.13億
|
+$860万
|
+265,055
|
+8%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$1.11億
|
+$225万
|
+69,214
|
+2%
|
|
|
13
|
Foster & Motley
Cincinnati,
Ohio
|
$6835万
|
+$180万
|
+55,342
|
+3%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$6058万
|
+$678万
|
+209,117
|
+12%
|
|
|
15
|
ALPS Advisors
Denver,
Colorado
|
$5973万
|
-$79.5万
|
-24,520
|
-1%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4960万
|
-$4775万
|
-1,472,144
|
-48%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4960万
|
-$4775万
|
-1,472,144
|
-48%
|
|
|
18
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$4055万
|
+$823万
|
+253,865
|
+25%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4042万
|
-$76.7万
|
-23,651
|
-2%
|
|
|
20
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3760万
|
+$280万
|
+86,433
|
+8%
|
|
|
21
|
Trust Company
Manhattan,
Kansas
|
$3395万
|
+$39.4万
|
+12,142
|
+1%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$3283万
|
+$391万
|
+120,499
|
+13%
|
|
|
23
|
Strata Wealth Advisors
Dallas,
Texas
|
$3246万
|
+$3325万
|
+1,025,035
|
新規
|
|
|
24
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$2853万
|
+$71.6万
|
+22,078
|
+3%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2739万
|
-$109万
|
-33,512
|
-4%
|
|
