|
1
|
Fisher Asset Management
Camas,
Washington
|
$1.66B
|
+$107M
|
+496,910
|
+7%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$15.1M
|
+$8.09M
|
+37,619
|
+132%
|
|
|
3
|
|
$1.79M
|
+$1.69M
|
+7,838
|
New
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$973K
|
–
|
–
|
–
|
|
|
5
|
Comerica Bank
Dallas,
Texas
|
$546K
|
-$6.02K
|
-28
|
-1%
|
|
|
6
|
Global Financial Private Capital
Sarasota,
Florida
|
$363K
|
-$35.5K
|
-165
|
-9%
|
|
|
7
|
Coe Capital Management
Highland Park,
Illinois
|
$287K
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$256K
|
+$242K
|
+1,124
|
New
|
|
|
9
|
Main Street Research
Lakeville,
Connecticut
|
$233K
|
–
|
–
|
–
|
|
|
10
|
|
$189K
|
-$19.1K
|
-89
|
-10%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$148K
|
-$59.2K
|
-275
|
-30%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$104K
|
–
|
–
|
–
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$97K
|
+$91.2K
|
+424
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$63K
|
+$59.2K
|
+275
|
New
|
|
|
15
|
Sandy Spring Bank
Olney,
Maryland
|
$57K
|
+$53.8K
|
+250
|
New
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$53K
|
–
|
–
|
–
|
|
|
17
|
Oakworth Capital
Birmingham,
Alabama
|
$53K
|
–
|
–
|
–
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$40K
|
-$11.2K
|
-52
|
-23%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$33K
|
–
|
–
|
–
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$29K
|
–
|
–
|
–
|
|
|
21
|
Vigilant Capital Management
Portland,
Maine
|
$9K
|
–
|
–
|
–
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$236K
|
-1,196
|
Closed
|
|
|
23
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
–
|
-$26K
|
-134
|
Closed
|
|
