|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.1B
|
+$70.6M
|
+2,175,964
|
+2%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$421M
|
+$86M
|
+2,652,178
|
+25%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$297M
|
+$68.7M
|
+2,116,576
|
+29%
|
|
|
4
|
Auto-Owners Insurance
Lansing,
Michigan
|
$265M
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$202M
|
+$13.9M
|
+428,481
|
+7%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$183M
|
–
|
–
|
–
|
|
|
7
|
|
$172M
|
-$2.17M
|
-66,997
|
-1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$152M
|
-$1.33M
|
-41,032
|
-0.8%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$127M
|
+$1.12M
|
+34,569
|
+0.9%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$115M
|
+$6.97M
|
+214,994
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$113M
|
+$8.6M
|
+265,055
|
+8%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$111M
|
+$2.25M
|
+69,214
|
+2%
|
|
|
13
|
Foster & Motley
Cincinnati,
Ohio
|
$68.3M
|
+$1.8M
|
+55,342
|
+3%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$60.6M
|
+$6.78M
|
+209,117
|
+12%
|
|
|
15
|
ALPS Advisors
Denver,
Colorado
|
$59.7M
|
-$795K
|
-24,520
|
-1%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$49.6M
|
-$47.8M
|
-1,472,144
|
-48%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$49.6M
|
-$47.8M
|
-1,472,144
|
-48%
|
|
|
18
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$40.5M
|
+$8.23M
|
+253,865
|
+25%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$40.4M
|
-$767K
|
-23,651
|
-2%
|
|
|
20
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$37.6M
|
+$2.8M
|
+86,433
|
+8%
|
|
|
21
|
Trust Company
Manhattan,
Kansas
|
$33.9M
|
+$394K
|
+12,142
|
+1%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$32.8M
|
+$3.91M
|
+120,499
|
+13%
|
|
|
23
|
Strata Wealth Advisors
Dallas,
Texas
|
$32.5M
|
+$33.2M
|
+1,025,035
|
New
|
|
|
24
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$28.5M
|
+$716K
|
+22,078
|
+3%
|
|
|
25
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$27.4M
|
-$1.09M
|
-33,512
|
-4%
|
|
