|
1
|
Fisher Asset Management
Camas,
Washington
|
$387M
|
+$12.2M
|
+298,815
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$57.6M
|
-$3.84M
|
-93,913
|
-6%
|
|
|
3
|
|
$54.4M
|
+$17.9M
|
+437,984
|
+44%
|
|
|
4
|
|
$37.1M
|
-$7.92M
|
-193,453
|
-17%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.6M
|
+$2.86M
|
+69,793
|
+8%
|
|
|
6
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$36M
|
+$38.6M
|
+942,100
|
New
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$34.4M
|
+$25M
|
+610,786
|
+210%
|
|
|
8
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$33.5M
|
+$35.9M
|
+878,310
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$29.4M
|
+$2.78M
|
+67,886
|
+10%
|
|
|
10
|
Evergreen Capital Management
Bellevue,
Washington
|
$23.3M
|
-$138K
|
-3,363
|
-0.5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$22.3M
|
+$4.07M
|
+99,474
|
+21%
|
|
|
12
|
|
$16.3M
|
+$6.45M
|
+157,671
|
+59%
|
|
|
13
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$14.5M
|
+$731K
|
+17,857
|
+5%
|
|
|
14
|
|
$14.4M
|
-$5.23M
|
-127,796
|
-25%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$13.3M
|
-$3.36M
|
-82,030
|
-19%
|
|
|
16
|
Versant Capital Management
Phoenix,
Arizona
|
$13.3M
|
-$375K
|
-9,168
|
-3%
|
|
|
17
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$11.2M
|
-$118K
|
-2,895
|
-1%
|
|
|
18
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$10.8M
|
+$11.6M
|
+282,814
|
New
|
|
|
19
|
Money Design
Tokyo,
Japan
|
$10.4M
|
-$1.14M
|
-27,963
|
-9%
|
|
|
20
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$10.1M
|
+$1.2M
|
+29,213
|
+12%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.1M
|
+$230K
|
+5,629
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.67M
|
+$2.05M
|
+50,123
|
+25%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.29M
|
-$106K
|
-2,593
|
-1%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$8.42M
|
+$9.03M
|
+220,533
|
New
|
|
|
25
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$7.28M
|
-$1.13M
|
-27,581
|
-13%
|
|
