|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.81B
|
+$44.6M
|
+1,588,053
|
+1%
|
|
|
2
|
Auto-Owners Insurance
Lansing,
Michigan
|
$243M
|
+$235M
|
+8,353,000
|
New
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$186M
|
+$180M
|
+6,393,874
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$169M
|
-$4.99M
|
-177,868
|
-3%
|
|
|
5
|
Victory Capital Management
San Antonio,
Texas
|
$168M
|
+$28
|
+1
|
+0%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$137M
|
+$11.1M
|
+394,278
|
+9%
|
|
|
7
|
Sequoia Financial Advisors
Akron,
Ohio
|
$107M
|
+$7.29M
|
+259,645
|
+8%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$101M
|
+$97.6M
|
+3,475,710
|
New
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$74.5M
|
-$8.1M
|
-288,357
|
-10%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$71M
|
+$3.46M
|
+123,146
|
+5%
|
|
|
11
|
Foster & Motley
Cincinnati,
Ohio
|
$62.2M
|
-$4.36M
|
-155,183
|
-7%
|
|
|
12
|
ALPS Advisors
Denver,
Colorado
|
$54.1M
|
-$542K
|
-19,285
|
-1%
|
|
|
13
|
|
$53.6M
|
+$10.5M
|
+373,165
|
+25%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$48.6M
|
-$11.2M
|
-397,368
|
-19%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$46.7M
|
-$10M
|
-357,686
|
-18%
|
|
|
16
|
Callan Capital
La Jolla,
California
|
$38.7M
|
+$2.14M
|
+76,304
|
+6%
|
|
|
17
|
Lee Financial
Dallas,
Texas
|
$37.8M
|
-$3.57M
|
-127,014
|
-9%
|
|
|
18
|
Trust Company
Manhattan,
Kansas
|
$29.8M
|
+$28.6M
|
+1,019,053
|
+18,998%
|
|
|
19
|
Strata Wealth Advisors
Dallas,
Texas
|
$28.4M
|
+$27.4M
|
+975,631
|
New
|
|
|
20
|
Unison Advisors
Washington,
District of Columbia
|
$27.5M
|
+$3.07M
|
+109,433
|
+13%
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$26.5M
|
-$2.54M
|
-90,599
|
-9%
|
|
|
22
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$25.6M
|
+$6.63M
|
+236,042
|
+37%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.9M
|
+$5.99M
|
+213,281
|
+35%
|
|
|
24
|
Capital Advantage
Walnut Creek,
California
|
$21.7M
|
+$21M
|
+747,631
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.6M
|
+$7.34M
|
+261,392
|
+54%
|
|
