|
1
|
Charles Schwab
San Francisco,
California
|
$5.16B
|
+$55.5M
|
+1,541,583
|
+1%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$622M
|
+$29.9M
|
+830,713
|
+5%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$404M
|
+$16.4M
|
+455,389
|
+4%
|
|
|
4
|
Auto-Owners Insurance
Lansing,
Michigan
|
$312M
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$236M
|
-$2.62M
|
-72,819
|
-1%
|
|
|
6
|
|
$223M
|
+$173K
|
+4,794
|
+0.1%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$216M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$211M
|
+$4.49M
|
+124,829
|
+2%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$160M
|
+$18.1M
|
+502,695
|
+13%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$134M
|
-$2.32M
|
-64,441
|
-2%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$122M
|
-$4.06M
|
-112,888
|
-3%
|
|
|
12
|
Foster & Motley
Cincinnati,
Ohio
|
$90.1M
|
+$2.56M
|
+70,972
|
+3%
|
|
|
13
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$74.7M
|
+$836K
|
+23,217
|
+1%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$69.7M
|
-$1.99M
|
-55,340
|
-3%
|
|
|
15
|
ALPS Advisors
Denver,
Colorado
|
$63.1M
|
-$135K
|
-3,755
|
-0.2%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$56.3M
|
-$3.77M
|
-104,776
|
-7%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$56.3M
|
-$3.77M
|
-104,776
|
-7%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$54.5M
|
+$451K
|
+12,523
|
+0.9%
|
|
|
19
|
Capital Advantage
Walnut Creek,
California
|
$53.3M
|
+$2.95M
|
+81,854
|
+6%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$51.9M
|
-$8.35K
|
-232
|
-0%
|
|
|
21
|
Strata Wealth Advisors
Dallas,
Texas
|
$51.7M
|
+$936K
|
+25,988
|
+2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$46.2M
|
+$2.12M
|
+58,766
|
+5%
|
|
|
23
|
|
$44.8M
|
+$2.99M
|
+83,159
|
+7%
|
|
|
24
|
Trust Company
Manhattan,
Kansas
|
$42.2M
|
+$76.5K
|
+2,125
|
+0.2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.8M
|
+$5.26M
|
+146,112
|
+17%
|
|
