|
1
|
Charles Schwab
San Francisco,
California
|
$7B
|
-$169M
|
-3,452,563
|
-2%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$708M
|
-$189M
|
-3,865,821
|
-21%
|
|
|
3
|
Regions Financial Corp
Birmingham,
Alabama
|
$452M
|
+$4.13M
|
+84,371
|
+0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$408M
|
+$11.3M
|
+229,730
|
+3%
|
|
|
5
|
|
$337M
|
-$86.8M
|
-1,771,171
|
-20%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$299M
|
+$4.27M
|
+87,162
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$290M
|
-$3.22M
|
-65,695
|
-1%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$198M
|
+$31.6M
|
+644,592
|
+19%
|
|
|
9
|
Auto-Owners Insurance
Lansing,
Michigan
|
$175M
|
–
|
–
|
–
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$152M
|
+$25.5M
|
+519,983
|
+20%
|
|
|
11
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$148M
|
+$12.9M
|
+264,318
|
+10%
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$143M
|
-$16.1M
|
-327,720
|
-10%
|
|
|
13
|
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
$133M
|
+$12.9M
|
+263,894
|
+11%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$131M
|
+$9.45M
|
+192,961
|
+8%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$126M
|
+$18.7M
|
+382,046
|
+17%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$120M
|
-$2.38M
|
-48,610
|
-2%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$103M
|
+$92.2M
|
+1,882,304
|
+876%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$84.6M
|
-$5.85M
|
-119,450
|
-6%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$80.4M
|
+$2.89M
|
+58,995
|
+4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$77.5M
|
+$8.28M
|
+169,106
|
+12%
|
|
|
21
|
|
$73.9M
|
+$8.17M
|
+166,771
|
+12%
|
|
|
22
|
AlphaCore Capital
La Jolla,
California
|
$73M
|
-$5.36M
|
-109,505
|
-7%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$67.6M
|
+$6.52M
|
+133,109
|
+11%
|
|
|
24
|
CVA Family Office
Denver,
Colorado
|
$66.1M
|
+$7.65M
|
+156,081
|
+13%
|
|
|
25
|
Strata Wealth Advisors
Dallas,
Texas
|
$57.8M
|
-$2.95M
|
-60,127
|
-5%
|
|
