|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$47.8億
|
+$1.15億
|
+3,392,325
|
+3%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.34億
|
+$2296万
|
+676,140
|
+5%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$3.65億
|
+$1619万
|
+476,839
|
+5%
|
|
|
4
|
Auto-Owners Insurance
Lansing,
Michigan
|
$2.98億
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.31億
|
-$267万
|
-78,508
|
-1%
|
|
|
6
|
|
$2.12億
|
+$865万
|
+254,737
|
+4%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$2.06億
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.89億
|
+$1667万
|
+490,947
|
+10%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.47億
|
+$454万
|
+133,735
|
+3%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$1.24億
|
-$326万
|
-96,041
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.19億
|
-$1002万
|
-294,970
|
-8%
|
|
|
12
|
Foster & Motley
Cincinnati,
Ohio
|
$8304万
|
+$194万
|
+57,190
|
+3%
|
|
|
13
|
|
$7850万
|
-$2.87億
|
-8,448,393
|
-79%
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$7249万
|
+$6913万
|
+2,035,744
|
新規
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$6882万
|
-$56.8万
|
-16,724
|
-0.9%
|
|
|
16
|
ALPS Advisors
Denver,
Colorado
|
$6752万
|
-$52.9万
|
-15,565
|
-0.8%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5281万
|
-$730万
|
-214,992
|
-13%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5281万
|
-$730万
|
-214,992
|
-13%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5059万
|
+$67.2万
|
+19,788
|
+1%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4953万
|
-$9197万
|
-2,708,060
|
-66%
|
|
|
21
|
SageView Advisory Group
Newport Beach,
California
|
$4851万
|
+$3818万
|
+1,124,143
|
+487%
|
|
|
22
|
Strata Wealth Advisors
Dallas,
Texas
|
$4625万
|
+$787万
|
+231,600
|
+22%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$4027万
|
+$382万
|
+112,503
|
+11%
|
|
|
24
|
Trust Company
Manhattan,
Kansas
|
$3983万
|
+$111万
|
+32,778
|
+3%
|
|
|
25
|
Capital Advantage
Walnut Creek,
California
|
$3491万
|
+$542万
|
+159,632
|
+20%
|
|
