|
1
|
Fisher Asset Management
Camas,
Washington
|
$1.82B
|
+$133M
|
+542,255
|
+7%
|
|
|
2
|
Credit Suisse
Zurich,
Switzerland
|
$13.7M
|
-$1.74M
|
-7,115
|
-11%
|
|
|
3
|
|
$2.23M
|
+$420K
|
+1,717
|
+22%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$1.06M
|
+$74.4K
|
+304
|
+7%
|
|
|
5
|
Comerica Bank
Dallas,
Texas
|
$502K
|
-$5.14K
|
-21
|
-1%
|
|
|
6
|
Global Financial Private Capital
Sarasota,
Florida
|
$371K
|
–
|
–
|
–
|
|
|
7
|
Coe Capital Management
Highland Park,
Illinois
|
$293K
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$286K
|
+$25K
|
+102
|
+9%
|
|
|
9
|
|
$244K
|
+$53.9K
|
+220
|
+27%
|
|
|
10
|
Main Street Research
Lakeville,
Connecticut
|
$238K
|
–
|
–
|
–
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$212K
|
+$223K
|
+909
|
New
|
|
|
12
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$203K
|
+$213K
|
+870
|
New
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$106K
|
–
|
–
|
–
|
|
|
14
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$93K
|
+$98.2K
|
+401
|
New
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$59K
|
+$31.1K
|
+127
|
+100%
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$54K
|
–
|
–
|
–
|
|
|
17
|
Oakworth Capital
Birmingham,
Alabama
|
$54K
|
–
|
–
|
–
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
19
|
Strategic Wealth Partners
Independence,
Ohio
|
$39K
|
+$40.6K
|
+166
|
New
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$35K
|
+$36.7K
|
+150
|
New
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$19K
|
+$20.1K
|
+82
|
New
|
|
|
22
|
Advisor Group
Phoenix,
Arizona
|
$8K
|
+$8.08K
|
+33
|
New
|
|
|
23
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5K
|
+$4.9K
|
+20
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$4K
|
-$159K
|
-649
|
Closed
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$97K
|
-424
|
Closed
|
|
