|
1
|
Charles Schwab
San Francisco,
California
|
$5.87B
|
-$89M
|
-2,359,892
|
-2%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$685M
|
+$28.8M
|
+763,822
|
+5%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$389M
|
-$62.2M
|
-1,649,291
|
-15%
|
|
|
4
|
Auto-Owners Insurance
Lansing,
Michigan
|
$334M
|
+$280M
|
+7,413,025
|
+789%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$278M
|
+$17.3M
|
+457,421
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$242M
|
+$2M
|
+53,146
|
+0.9%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$238M
|
+$39.9M
|
+1,056,916
|
+22%
|
|
|
8
|
|
$237M
|
+$9.38M
|
+248,760
|
+4%
|
|
|
9
|
Victory Capital Management
San Antonio,
Texas
|
$172M
|
-$56.4M
|
-1,496,070
|
-26%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
-$28.6M
|
-758,364
|
-21%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$108M
|
+$96.4M
|
+2,556,366
|
+1,799%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$104M
|
+$75.1M
|
+1,989,972
|
+320%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$104M
|
-$10.1M
|
-266,780
|
-9%
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$101M
|
-$2.38M
|
-63,191
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$88.8M
|
+$18.4M
|
+486,820
|
+28%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$84.4M
|
+$28.9M
|
+764,948
|
+57%
|
|
|
17
|
AlphaCore Capital
La Jolla,
California
|
$68.5M
|
+$64.3M
|
+1,704,665
|
+28,780%
|
|
|
18
|
Strata Wealth Advisors
Dallas,
Texas
|
$59.2M
|
+$917K
|
+24,319
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$57.5M
|
-$1.16M
|
-30,818
|
-2%
|
|
|
20
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$57.4M
|
+$1.63M
|
+43,164
|
+3%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$56M
|
+$11.5M
|
+305,275
|
+28%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$54M
|
-$2.96M
|
-78,442
|
-5%
|
|
|
23
|
|
$53.2M
|
+$709K
|
+18,801
|
+1%
|
|
|
24
|
ALPS Advisors
Denver,
Colorado
|
$46.4M
|
-$12.7M
|
-335,815
|
-22%
|
|
|
25
|
Trust Company
Manhattan,
Kansas
|
$45.7M
|
+$75.6K
|
+2,004
|
+0.2%
|
|
