|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.46B
|
+$195M
|
+6,355,356
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$176M
|
+$69.4M
|
+2,264,745
|
+57%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$164M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
-$30.3M
|
-988,371
|
-21%
|
|
|
5
|
|
$85.4M
|
+$3.18M
|
+103,903
|
+4%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$76.4M
|
+$2.52M
|
+82,316
|
+3%
|
|
|
7
|
Foster & Motley
Cincinnati,
Ohio
|
$60.1M
|
+$6.68M
|
+218,175
|
+11%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$58.9M
|
-$2.41M
|
-78,811
|
-4%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.2M
|
+$19.4M
|
+633,272
|
+49%
|
|
|
10
|
ALPS Advisors
Denver,
Colorado
|
$51.5M
|
+$5.59M
|
+182,437
|
+11%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$44.1M
|
-$1.01M
|
-33,095
|
-2%
|
|
|
12
|
Lee Financial
Dallas,
Texas
|
$41.4M
|
+$6.6M
|
+215,460
|
+17%
|
|
|
13
|
|
$39.2M
|
+$22.1M
|
+720,450
|
+108%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$36M
|
-$2.77M
|
-90,425
|
-7%
|
|
|
15
|
|
$34.8M
|
+$8.36M
|
+272,988
|
+29%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
$34.6M
|
+$133K
|
+4,328
|
+0.4%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$29M
|
-$647K
|
-21,123
|
-2%
|
|
|
18
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$23.5M
|
+$1.57M
|
+51,126
|
+7%
|
|
|
19
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$20.8M
|
+$977K
|
+31,900
|
+5%
|
|
|
20
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$20.1M
|
+$505K
|
+16,494
|
+2%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$19.3M
|
+$268K
|
+8,751
|
+1%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.7M
|
+$1.79M
|
+58,356
|
+10%
|
|
|
23
|
Opes Wealth Management
Menlo Park,
California
|
$17.4M
|
-$231K
|
-7,533
|
-1%
|
|
|
24
|
Cabot Wealth Management
Salem,
Massachusetts
|
$17.1M
|
-$58.3K
|
-1,903
|
-0.3%
|
|
|
25
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$16.3M
|
+$1.07M
|
+35,073
|
+6%
|
|
