|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$3.96B
|
-$135M
|
-4,352,795
|
-3%
|
|
|
2
|
Auto-Owners Insurance
Lansing,
Michigan
|
$261M
|
–
|
–
|
–
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$217M
|
+$17.1M
|
+552,592
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$189M
|
+$7.3M
|
+235,970
|
+4%
|
|
|
5
|
|
$189M
|
+$130M
|
+4,196,732
|
+228%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$181M
|
-$31
|
-1
|
-0%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$159M
|
+$12M
|
+386,534
|
+8%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$119M
|
+$4.34M
|
+140,380
|
+4%
|
|
|
9
|
|
$113M
|
+$95.5M
|
+3,086,501
|
+586%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$108M
|
-$1.17M
|
-37,788
|
-1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$102M
|
+$25.4M
|
+820,199
|
+34%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$91.4M
|
+$11.1M
|
+358,605
|
+14%
|
|
|
13
|
Foster & Motley
Cincinnati,
Ohio
|
$66.2M
|
-$750K
|
-24,254
|
-1%
|
|
|
14
|
ALPS Advisors
Denver,
Colorado
|
$61.1M
|
+$2.92M
|
+94,325
|
+5%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$53.6M
|
+$1.36M
|
+43,894
|
+3%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$53.6M
|
+$49.7M
|
+1,607,477
|
+1,507%
|
|
|
17
|
Callan Capital
La Jolla,
California
|
$44.2M
|
+$2.51M
|
+81,211
|
+6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$39.4M
|
-$10.7M
|
-345,677
|
-22%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$35.7M
|
+$31.8M
|
+1,027,132
|
+906%
|
|
|
20
|
Trust Company
Manhattan,
Kansas
|
$34.8M
|
+$2.69M
|
+86,960
|
+8%
|
|
|
21
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$31.4M
|
+$3.78M
|
+122,244
|
+14%
|
|
|
22
|
Strata Wealth Advisors
Dallas,
Texas
|
$30.8M
|
+$336K
|
+10,870
|
+1%
|
|
|
23
|
Unison Advisors
Washington,
District of Columbia
|
$30M
|
+$433K
|
+14,010
|
+1%
|
|
|
24
|
Flow Traders U.S.
New York
|
$30M
|
+$14.7M
|
+476,781
|
+99%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$28.4M
|
-$48.3K
|
-1,561
|
-0.2%
|
|
