|
1
|
Charles Schwab
San Francisco,
California
|
$5.39B
|
+$35.1M
|
+994,500
|
+0.7%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$584M
|
-$63.4M
|
-1,794,451
|
-10%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$410M
|
+$5.91M
|
+167,308
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$234M
|
+$21.4M
|
+606,722
|
+10%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$217M
|
-$4.33M
|
-122,640
|
-2%
|
|
|
6
|
Victory Capital Management
San Antonio,
Texas
|
$209M
|
–
|
–
|
–
|
|
|
7
|
|
$205M
|
-$20M
|
-566,594
|
-9%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$177M
|
+$10.8M
|
+307,276
|
+7%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$129M
|
-$16.8M
|
-474,637
|
-12%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$104M
|
-$9.16M
|
-259,493
|
-8%
|
|
|
11
|
Foster & Motley
Cincinnati,
Ohio
|
$93.5M
|
-$215K
|
-6,092
|
-0.2%
|
|
|
12
|
Callan Capital
La Jolla,
California
|
$66.1M
|
-$615K
|
-17,428
|
-0.9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$62.6M
|
+$5.89M
|
+166,939
|
+11%
|
|
|
14
|
ALPS Advisors
Denver,
Colorado
|
$54M
|
-$3.06M
|
-86,695
|
-5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$53M
|
+$2.44M
|
+69,142
|
+5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.6M
|
+$14.5M
|
+409,408
|
+39%
|
|
|
17
|
Strata Wealth Advisors
Dallas,
Texas
|
$52.6M
|
-$545K
|
-15,444
|
-1%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$51.6M
|
-$2.57M
|
-72,710
|
-5%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$51.6M
|
-$2.57M
|
-72,710
|
-5%
|
|
|
20
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$50.2M
|
-$27.9M
|
-789,430
|
-36%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.5M
|
+$15.8M
|
+447,666
|
+50%
|
|
|
22
|
|
$47.4M
|
+$1.66M
|
+46,943
|
+4%
|
|
|
23
|
Capital Advantage
Walnut Creek,
California
|
$45M
|
–
|
–
|
–
|
|
|
24
|
Trust Company
Manhattan,
Kansas
|
$41.2M
|
-$2.73M
|
-77,389
|
-6%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$39.5M
|
+$7.6M
|
+215,169
|
+25%
|
|
