|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.25B
|
+$201M
|
+7,177,007
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$151M
|
-$6.27M
|
-224,142
|
-4%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$145M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
+$16.4M
|
+587,383
|
+16%
|
|
|
5
|
|
$108M
|
+$85.5M
|
+3,058,643
|
+249%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$85.8M
|
+$20M
|
+714,509
|
+26%
|
|
|
7
|
|
$79.1M
|
+$3.65M
|
+130,503
|
+4%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.7M
|
+$26.2M
|
+937,273
|
+49%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$58.4M
|
+$29.4M
|
+1,049,777
|
+83%
|
|
|
10
|
Foster & Motley
Cincinnati,
Ohio
|
$57.7M
|
+$4.88M
|
+174,667
|
+8%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$52M
|
-$401K
|
-14,354
|
-0.7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$49.4M
|
+$11.4M
|
+407,724
|
+26%
|
|
|
13
|
ALPS Advisors
Denver,
Colorado
|
$47.2M
|
+$1.64M
|
+58,505
|
+3%
|
|
|
14
|
|
$37M
|
+$2.38M
|
+85,125
|
+6%
|
|
|
15
|
Lee Financial
Dallas,
Texas
|
$35.9M
|
-$981K
|
-35,087
|
-2%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
$31.6M
|
+$942K
|
+33,679
|
+3%
|
|
|
17
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$25.2M
|
-$690K
|
-24,660
|
-2%
|
|
|
18
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$21.3M
|
+$526K
|
+18,809
|
+2%
|
|
|
19
|
Unison Advisors
Washington,
District of Columbia
|
$21M
|
+$9.58M
|
+342,767
|
+70%
|
|
|
20
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$18.4M
|
+$553K
|
+19,768
|
+3%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.5M
|
+$2.02M
|
+72,248
|
+12%
|
|
|
22
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$16.2M
|
-$2.49M
|
-89,086
|
-12%
|
|
|
23
|
Opes Wealth Management
Menlo Park,
California
|
$16M
|
+$561K
|
+20,073
|
+3%
|
|
|
24
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$15.9M
|
-$1.33M
|
-47,674
|
-7%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
+$2.05M
|
+73,303
|
+14%
|
|
