|
1
|
Charles Schwab
San Francisco,
California
|
$6.32B
|
+$20.4M
|
+490,278
|
+0.3%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$775M
|
+$37.6M
|
+904,518
|
+5%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$391M
|
-$25.1M
|
-603,459
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$310M
|
+$11.7M
|
+282,207
|
+4%
|
|
|
5
|
|
$267M
|
+$11.9M
|
+286,443
|
+5%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$260M
|
+$3.55M
|
+85,424
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$254M
|
-$5.72M
|
-137,504
|
-2%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$139M
|
-$43.5M
|
-1,046,382
|
-24%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$136M
|
+$22.9M
|
+551,298
|
+21%
|
|
|
10
|
Auto-Owners Insurance
Lansing,
Michigan
|
$116M
|
-$235M
|
-5,650,000
|
-68%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$114M
|
-$1.54M
|
-37,138
|
-1%
|
|
|
12
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$113M
|
+$108M
|
+2,604,649
|
New
|
|
|
13
|
Foster & Motley
Cincinnati,
Ohio
|
$107M
|
-$1.06M
|
-25,418
|
-1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$106M
|
-$14M
|
-335,491
|
-12%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$101M
|
-$10.9M
|
-261,144
|
-10%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$98.1M
|
+$2.69M
|
+64,794
|
+3%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$90.7M
|
+$167K
|
+4,005
|
+0.2%
|
|
|
18
|
AlphaCore Capital
La Jolla,
California
|
$74.3M
|
+$774K
|
+18,619
|
+1%
|
|
|
19
|
|
$71.6M
|
+$66.2M
|
+1,591,995
|
+2,149%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$65.7M
|
+$5.48M
|
+131,806
|
+9%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$59.2M
|
-$2.46M
|
-59,035
|
-4%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$59.1M
|
+$14.1M
|
+339,747
|
+33%
|
|
|
23
|
|
$57.7M
|
+$552K
|
+13,264
|
+1%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$56M
|
-$1.91M
|
-45,918
|
-3%
|
|
|
25
|
Strata Wealth Advisors
Dallas,
Texas
|
$55.8M
|
-$7.48M
|
-179,804
|
-12%
|
|
