|
1
|
Credit Suisse
Zurich,
Switzerland
|
$145M
|
+$7.33M
|
+13,137
|
+5%
|
|
|
2
|
IMC Chicago
Chicago,
Illinois
|
$10.2M
|
+$1.93M
|
+3,451
|
+23%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$9.96M
|
-$3.89M
|
-6,963
|
-28%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$4M
|
–
|
–
|
–
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$915K
|
-$124K
|
-222
|
-12%
|
|
|
6
|
Atlas Brown
Louisville,
Kentucky
|
$658K
|
–
|
–
|
–
|
|
|
7
|
M Holdings Securities
Portland,
Oregon
|
$614K
|
+$614K
|
+1,100
|
New
|
|
|
8
|
Main Street Research
Lakeville,
Connecticut
|
$570K
|
–
|
–
|
–
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$469K
|
-$242K
|
-433
|
-34%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$457K
|
+$46.9K
|
+84
|
+11%
|
|
|
11
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$448K
|
–
|
–
|
–
|
|
|
12
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$397K
|
+$397K
|
+712
|
New
|
|
|
13
|
Canal Capital Management
Richmond,
Virginia
|
$385K
|
–
|
–
|
–
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$366K
|
–
|
–
|
–
|
|
|
15
|
KeyBank National Association
Cleveland,
Ohio
|
$357K
|
–
|
–
|
–
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$335K
|
-$397K
|
-712
|
-54%
|
|
|
17
|
Lyell Wealth Management
Menlo Park,
California
|
$290K
|
–
|
–
|
–
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$287K
|
–
|
–
|
–
|
|
|
19
|
Great Lakes Advisors
Chicago,
Illinois
|
$278K
|
–
|
–
|
–
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$259K
|
–
|
–
|
–
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$239K
|
+$239K
|
+428
|
New
|
|
|
22
|
Institute for Wealth Management
Denver,
Colorado
|
$237K
|
–
|
–
|
–
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$233K
|
–
|
–
|
–
|
|
|
24
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
25
|
Personal Capital Advisors
Redwood City,
California
|
$226K
|
–
|
–
|
–
|
|
