|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.41B
|
+$37.2M
|
+1,161,484
|
+0.9%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$483M
|
+$33.3M
|
+1,039,985
|
+8%
|
|
|
3
|
|
$359M
|
+$341M
|
+10,652,718
|
New
|
|
|
4
|
Regions Financial Corp
Birmingham,
Alabama
|
$329M
|
+$12.5M
|
+390,140
|
+4%
|
|
|
5
|
Auto-Owners Insurance
Lansing,
Michigan
|
$282M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$222M
|
+$6.12M
|
+190,961
|
+3%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$195M
|
–
|
–
|
–
|
|
|
8
|
|
$192M
|
+$8.63M
|
+269,378
|
+5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$162M
|
+$896K
|
+27,949
|
+0.6%
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$138M
|
+$2.85M
|
+88,767
|
+2%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$134M
|
+$11.8M
|
+369,135
|
+10%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$123M
|
+$2.7M
|
+84,169
|
+2%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$121M
|
+$1.82M
|
+56,853
|
+2%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$76.7M
|
+$3.73M
|
+116,439
|
+5%
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$65.8M
|
+$1.17M
|
+36,430
|
+2%
|
|
|
16
|
ALPS Advisors
Denver,
Colorado
|
$64.5M
|
+$820K
|
+25,595
|
+1%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$57.2M
|
+$4.23M
|
+131,963
|
+8%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$57.2M
|
+$4.23M
|
+131,963
|
+8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$47.3M
|
+$3.99M
|
+124,540
|
+10%
|
|
|
20
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$42.8M
|
+$2.62M
|
+81,879
|
+7%
|
|
|
21
|
Trust Company
Manhattan,
Kansas
|
$36.6M
|
+$444K
|
+13,847
|
+1%
|
|
|
22
|
Strata Wealth Advisors
Dallas,
Texas
|
$36M
|
+$1.35M
|
+42,032
|
+4%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$34.4M
|
-$581K
|
-18,136
|
-2%
|
|
|
24
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$31M
|
+$547K
|
+17,071
|
+2%
|
|
|
25
|
Tradition Wealth Management
Edina,
Minnesota
|
$30M
|
+$5.18M
|
+161,741
|
+22%
|
|
