|
1
|
Fisher Asset Management
Camas,
Washington
|
$1.33B
|
+$64M
|
+339,907
|
+5%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$5.62M
|
-$8.4M
|
-44,657
|
-61%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$841K
|
-$112K
|
-596
|
-12%
|
|
|
4
|
Comerica Bank
Dallas,
Texas
|
$451K
|
-$1.13K
|
-6
|
-0.3%
|
|
|
5
|
Global Financial Private Capital
Sarasota,
Florida
|
$347K
|
+$331K
|
+1,758
|
New
|
|
|
6
|
Coe Capital Management
Highland Park,
Illinois
|
$248K
|
–
|
–
|
–
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$236K
|
–
|
–
|
–
|
|
|
8
|
Main Street Research
Lakeville,
Connecticut
|
$201K
|
+$192K
|
+1,021
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$182K
|
+$39.3K
|
+209
|
+29%
|
|
|
10
|
|
$181K
|
-$432K
|
-2,297
|
-71%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$89K
|
–
|
–
|
–
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$46K
|
–
|
–
|
–
|
|
|
13
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
14
|
Oakworth Capital
Birmingham,
Alabama
|
$45K
|
–
|
–
|
–
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$28K
|
-$35.4K
|
-188
|
-57%
|
|
|
16
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$26K
|
+$25.2K
|
+134
|
New
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$25K
|
+$23.9K
|
+127
|
New
|
|
|
18
|
Vigilant Capital Management
Portland,
Maine
|
$8K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$257K
|
-1,439
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$54K
|
-305
|
Closed
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$46K
|
-260
|
Closed
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
–
|
-$45K
|
-253
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
-$33K
|
-186
|
Closed
|
|
