|
1
|
Fisher Asset Management
Camas,
Washington
|
$384M
|
+$385M
|
+20,386,111
|
+678%
|
|
|
2
|
Morningstar Investment Management
Chicago,
Illinois
|
$31.4M
|
+$2.71M
|
+143,602
|
+8%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$29.7M
|
+$4.01M
|
+212,243
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$23.1M
|
+$8.5M
|
+449,845
|
+47%
|
|
|
5
|
|
$13M
|
-$4.2M
|
-222,543
|
-22%
|
|
|
6
|
AMP Capital Investors
Sydney,
Australia
|
$12.9M
|
-$2.4M
|
-126,872
|
-14%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
+$41.4K
|
+2,191
|
+0.3%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$10.8M
|
+$12.7M
|
+673,890
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
+$547K
|
+28,984
|
+5%
|
|
|
10
|
Money Design
Tokyo,
Japan
|
$10.3M
|
+$4.74M
|
+251,027
|
+67%
|
|
|
11
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$7.28M
|
–
|
–
|
–
|
|
|
12
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.31M
|
+$741K
|
+39,230
|
+11%
|
|
|
13
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$5.7M
|
+$21K
|
+1,110
|
+0.3%
|
|
|
14
|
|
$5.2M
|
+$642K
|
+33,981
|
+12%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.69M
|
-$95.7K
|
-5,069
|
-2%
|
|
|
16
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$4.19M
|
+$108K
|
+5,713
|
+2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.09M
|
-$465K
|
-24,643
|
-9%
|
|
|
18
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$2.56M
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.54M
|
+$1.1M
|
+58,025
|
+60%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.48M
|
+$538K
|
+28,464
|
+23%
|
|
|
21
|
SWS Partners
Columbus,
Ohio
|
$2.43M
|
+$2.8M
|
+148,413
|
New
|
|
|
22
|
|
$2.4M
|
+$2.34M
|
+123,746
|
+544%
|
|
|
23
|
Affiance Financial
St. Louis Park,
Minnesota
|
$2.29M
|
-$723K
|
-38,270
|
-21%
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
$2.08M
|
+$180K
|
+9,548
|
+8%
|
|
|
25
|
Versant Capital Management
Phoenix,
Arizona
|
$1.94M
|
+$1.39M
|
+73,486
|
+163%
|
|
