|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.11B
|
+$23.9M
|
+747,679
|
+0.6%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$343M
|
+$338M
|
+10,562,341
|
+16,282%
|
|
|
3
|
Auto-Owners Insurance
Lansing,
Michigan
|
$270M
|
–
|
–
|
–
|
|
|
4
|
Regions Financial Corp
Birmingham,
Alabama
|
$234M
|
+$9.8M
|
+306,554
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$192M
|
-$3.06M
|
-95,698
|
-2%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$187M
|
–
|
–
|
–
|
|
|
7
|
|
$178M
|
-$17.3M
|
-541,593
|
-9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$156M
|
-$8.5M
|
-265,950
|
-5%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$128M
|
+$5.24M
|
+163,835
|
+4%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$111M
|
+$325K
|
+10,177
|
+0.3%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$110M
|
+$15.4M
|
+480,657
|
+16%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$106M
|
+$1.07M
|
+33,486
|
+1%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$98.1M
|
+$42.3M
|
+1,324,102
|
+77%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$98.1M
|
+$42.3M
|
+1,324,102
|
+77%
|
|
|
15
|
Foster & Motley
Cincinnati,
Ohio
|
$67.9M
|
-$446K
|
-13,961
|
-0.7%
|
|
|
16
|
ALPS Advisors
Denver,
Colorado
|
$61.7M
|
-$1.38M
|
-43,195
|
-2%
|
|
|
17
|
Callan Capital
La Jolla,
California
|
$55M
|
+$9.31M
|
+291,043
|
+21%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$42M
|
+$1.23M
|
+38,414
|
+3%
|
|
|
19
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$35.5M
|
+$3.14M
|
+98,148
|
+10%
|
|
|
20
|
Flow Traders U.S.
New York
|
$35.2M
|
+$4.19M
|
+130,971
|
+14%
|
|
|
21
|
Trust Company
Manhattan,
Kansas
|
$34.2M
|
-$1.65M
|
-51,590
|
-5%
|
|
|
22
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$33.1M
|
+$22.2M
|
+693,354
|
+208%
|
|
|
23
|
|
$31.6M
|
-$84.3M
|
-2,635,212
|
-73%
|
|
|
24
|
Unison Advisors
Washington,
District of Columbia
|
$30.5M
|
-$443K
|
-13,847
|
-1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$29.6M
|
+$3.38M
|
+105,675
|
+13%
|
|
