|
1
|
Fisher Asset Management
Camas,
Washington
|
$137M
|
+$30.9M
|
+265,058
|
+33%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$69.8M
|
-$4.4M
|
-37,676
|
-6%
|
|
|
3
|
|
$56M
|
+$2.61M
|
+22,401
|
+5%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$28.7M
|
-$1.91M
|
-16,388
|
-7%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$10.8M
|
–
|
–
|
–
|
|
|
6
|
|
$6.98M
|
-$872K
|
-7,468
|
-12%
|
|
|
7
|
|
$6.77M
|
-$164K
|
-1,407
|
-3%
|
|
|
8
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.68M
|
+$2.25M
|
+19,289
|
+58%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.43M
|
+$585K
|
+5,012
|
+17%
|
|
|
10
|
Slow Capital
Greenbrae,
California
|
$4.15M
|
-$114K
|
-976
|
-3%
|
|
|
11
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.01M
|
+$4.58M
|
+39,240
|
+277%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.82M
|
+$533K
|
+4,565
|
+18%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.95M
|
+$1.56M
|
+13,391
|
+137%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.57M
|
-$907K
|
-7,773
|
-28%
|
|
|
15
|
Sentinel Trust
Houston,
Texas
|
$2.4M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.31M
|
+$99.5K
|
+852
|
+5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.27M
|
+$52.3K
|
+448
|
+5%
|
|
|
18
|
NTV Asset Management
Charleston,
West Virginia
|
$1.2M
|
–
|
–
|
–
|
|
|
19
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.17M
|
-$120K
|
-1,031
|
-10%
|
|
|
20
|
|
$1.08M
|
+$90.6K
|
+776
|
+10%
|
|
|
21
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.05M
|
+$32.5K
|
+278
|
+3%
|
|
|
22
|
Baker Avenue Asset Management
San Francisco,
California
|
$918K
|
+$45.6K
|
+391
|
+6%
|
|
|
23
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$868K
|
+$795K
|
+6,808
|
New
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$851K
|
+$9.11K
|
+78
|
+1%
|
|
|
25
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$795K
|
-$23K
|
-197
|
-3%
|
|
