|
1
|
Fisher Asset Management
Camas,
Washington
|
$1.31B
|
-$27.2M
|
-90,285
|
-2%
|
|
|
2
|
|
$4.17M
|
+$2.82M
|
+9,349
|
+297%
|
|
|
3
|
|
$1.44M
|
+$1.31M
|
+4,332
|
New
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$931K
|
+$276K
|
+914
|
+49%
|
|
|
5
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$723K
|
-$52.5K
|
-174
|
-7%
|
|
|
6
|
|
$634K
|
-$18.1K
|
-60
|
-3%
|
|
|
7
|
Ingalls & Snyder LLC
New York
|
$546K
|
+$495K
|
+1,639
|
New
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$500K
|
+$177K
|
+587
|
+64%
|
|
|
9
|
Personal Capital Advisors
Redwood City,
California
|
$490K
|
+$444K
|
+1,470
|
New
|
|
|
10
|
PagnatoKarp Partners
Reston,
Virginia
|
$483K
|
–
|
–
|
–
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$482K
|
+$437K
|
+1,447
|
New
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$461K
|
-$100K
|
-332
|
-19%
|
|
|
13
|
Fiduciary Trust
Boston,
Massachusetts
|
$423K
|
–
|
–
|
–
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$400K
|
+$362K
|
+1,200
|
New
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$357K
|
–
|
–
|
–
|
|
|
16
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$299K
|
+$270K
|
+896
|
New
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$282K
|
-$66.4K
|
-220
|
-21%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$277K
|
-$68.5K
|
-227
|
-21%
|
|
|
19
|
Iron Gate Global Advisors
Nsl,
Utah
|
$273K
|
–
|
–
|
–
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$238K
|
+$216K
|
+715
|
New
|
|
|
21
|
Stratos Investment Management
Beachwood,
Ohio
|
$218K
|
+$197K
|
+653
|
New
|
|
|
22
|
Northern Trust
Chicago,
Illinois
|
$203K
|
+$184K
|
+610
|
New
|
|
|
23
|
PSI Advisors
Tampa,
Florida
|
$145K
|
+$132K
|
+436
|
New
|
|
|
24
|
M&R Capital Management
Summit,
New Jersey
|
$109K
|
–
|
–
|
–
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$101K
|
+$40.1K
|
+133
|
+78%
|
|
