|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.78B
|
+$115M
|
+3,392,325
|
+3%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$534M
|
+$23M
|
+676,140
|
+5%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$365M
|
+$16.2M
|
+476,839
|
+5%
|
|
|
4
|
Auto-Owners Insurance
Lansing,
Michigan
|
$298M
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$231M
|
-$2.67M
|
-78,508
|
-1%
|
|
|
6
|
|
$212M
|
+$8.65M
|
+254,737
|
+4%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$206M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$189M
|
+$16.7M
|
+490,947
|
+10%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$147M
|
+$4.54M
|
+133,735
|
+3%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$124M
|
-$3.26M
|
-96,041
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$119M
|
-$10M
|
-294,970
|
-8%
|
|
|
12
|
Foster & Motley
Cincinnati,
Ohio
|
$83M
|
+$1.94M
|
+57,190
|
+3%
|
|
|
13
|
|
$78.5M
|
-$287M
|
-8,448,393
|
-79%
|
|
|
14
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$72.5M
|
+$69.1M
|
+2,035,744
|
New
|
|
|
15
|
Callan Capital
La Jolla,
California
|
$68.8M
|
-$568K
|
-16,724
|
-0.9%
|
|
|
16
|
ALPS Advisors
Denver,
Colorado
|
$67.5M
|
-$529K
|
-15,565
|
-0.8%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$52.8M
|
-$7.3M
|
-214,992
|
-13%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$52.8M
|
-$7.3M
|
-214,992
|
-13%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$50.6M
|
+$672K
|
+19,788
|
+1%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$49.5M
|
-$92M
|
-2,708,060
|
-66%
|
|
|
21
|
SageView Advisory Group
Newport Beach,
California
|
$48.5M
|
+$38.2M
|
+1,124,143
|
+487%
|
|
|
22
|
Strata Wealth Advisors
Dallas,
Texas
|
$46.2M
|
+$7.87M
|
+231,600
|
+22%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$40.3M
|
+$3.82M
|
+112,503
|
+11%
|
|
|
24
|
Trust Company
Manhattan,
Kansas
|
$39.8M
|
+$1.11M
|
+32,778
|
+3%
|
|
|
25
|
Capital Advantage
Walnut Creek,
California
|
$34.9M
|
+$5.42M
|
+159,632
|
+20%
|
|
