|
1
|
Fisher Asset Management
Camas,
Washington
|
$793M
|
+$38.2M
|
+281,764
|
+5%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$6.83M
|
+$584K
|
+4,303
|
+10%
|
|
|
3
|
|
$4.29M
|
+$3.27M
|
+24,072
|
+354%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$519K
|
+$111K
|
+818
|
+28%
|
|
|
5
|
Comerica Bank
Dallas,
Texas
|
$374K
|
-$37.6K
|
-277
|
-10%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$165K
|
-$10.3K
|
-76
|
-6%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$103K
|
–
|
–
|
–
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$98K
|
+$96.6K
|
+712
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$68K
|
+$66.6K
|
+491
|
New
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$65K
|
+$63.4K
|
+467
|
New
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62K
|
–
|
–
|
–
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$45K
|
–
|
–
|
–
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$33K
|
+$31.9K
|
+235
|
New
|
|
|
14
|
|
$33K
|
+$32.3K
|
+238
|
New
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$33K
|
+$32.6K
|
+240
|
New
|
|
|
16
|
Bessemer Group
Woodbridge,
New Jersey
|
$32K
|
–
|
–
|
–
|
|
|
17
|
Oakworth Capital
Birmingham,
Alabama
|
$32K
|
–
|
–
|
–
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$32K
|
+$30.9K
|
+228
|
New
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22K
|
-$14K
|
-103
|
-39%
|
|
|
20
|
Marco Investment Management
Atlanta,
Georgia
|
–
|
-$207K
|
-1,506
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$70K
|
-506
|
Closed
|
|
|
22
|
Barnett & Company
Chattanooga,
Tennessee
|
–
|
-$50K
|
-366
|
Closed
|
|
