|
1
|
Fisher Asset Management
Camas,
Washington
|
$1.15B
|
+$68.3M
|
+394,403
|
+7%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$13.1M
|
-$303K
|
-1,750
|
-2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$869K
|
+$337K
|
+1,946
|
+67%
|
|
|
4
|
|
$574K
|
–
|
–
|
–
|
|
|
5
|
Comerica Bank
Dallas,
Texas
|
$406K
|
-$48.3K
|
-279
|
-12%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$257K
|
+$71.5K
|
+413
|
+40%
|
|
|
7
|
Coe Capital Management
Highland Park,
Illinois
|
$225K
|
–
|
–
|
–
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$214K
|
+$207K
|
+1,196
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$128K
|
–
|
–
|
–
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$81K
|
–
|
–
|
–
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$59K
|
+$57.5K
|
+332
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$54K
|
+$52.8K
|
+305
|
New
|
|
|
13
|
SEI Investments
Oaks,
Pennsylvania
|
$46K
|
+$45K
|
+260
|
New
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$45K
|
–
|
–
|
–
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$42K
|
–
|
–
|
–
|
|
|
16
|
Oakworth Capital
Birmingham,
Alabama
|
$42K
|
–
|
–
|
–
|
|
|
17
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$33K
|
+$32.2K
|
+186
|
New
|
|
|
19
|
Vigilant Capital Management
Portland,
Maine
|
$7K
|
+$7.09K
|
+41
|
New
|
|
|
20
|
|
–
|
-$751K
|
-4,599
|
Closed
|
|
|
21
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$554K
|
-3,395
|
Closed
|
|
|
22
|
T. Rowe Price Associates
Baltimore,
Maryland
|
–
|
-$244K
|
-1,494
|
Closed
|
|
