|
1
|
Fisher Asset Management
Camas,
Washington
|
$407M
|
-$14.2M
|
-175,609
|
-3%
|
|
|
2
|
|
$230M
|
-$3.43M
|
-42,505
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
-$15.7M
|
-194,520
|
-8%
|
|
|
4
|
Phoenix Financial
Givatayim,
Israel
|
$154M
|
+$96.9M
|
+1,200,000
|
+181%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$117M
|
+$50.6M
|
+625,793
|
+79%
|
|
|
6
|
|
$92.7M
|
-$2.36M
|
-29,154
|
-3%
|
|
|
7
|
Portfolio Strategies
Monsey,
New York
|
$84M
|
-$2.21M
|
-27,331
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$75.7M
|
+$2.27M
|
+28,153
|
+3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70.8M
|
-$3.13M
|
-38,781
|
-4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$69.6M
|
-$783K
|
-9,697
|
-1%
|
|
|
11
|
Fidelity International
Hamilton,
Bermuda
|
$62.3M
|
+$49.9M
|
+618,222
|
+453%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$48.9M
|
-$12.3M
|
-152,360
|
-20%
|
|
|
13
|
|
$42.8M
|
+$1.67M
|
+20,699
|
+4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$42.7M
|
+$1.82M
|
+22,570
|
+5%
|
|
|
15
|
Patten & Patten
Chattanooga,
Tennessee
|
$38.4M
|
+$469K
|
+5,808
|
+1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37.8M
|
-$20.1K
|
-249
|
-0.1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.5M
|
-$2.4M
|
-29,727
|
-9%
|
|
|
18
|
|
$24.2M
|
–
|
–
|
–
|
|
|
19
|
|
$21.3M
|
-$224K
|
-2,771
|
-1%
|
|
|
20
|
Parallel Advisors
San Francisco,
California
|
$21.2M
|
-$23.3K
|
-289
|
-0.1%
|
|
|
21
|
|
$17.3M
|
+$12.4M
|
+153,183
|
+270%
|
|
|
22
|
Shira Ridge Wealth Management
Larkspur,
California
|
$16M
|
+$208K
|
+2,577
|
+1%
|
|
|
23
|
Scotia Capital
Toronto,
Ontario, Canada
|
$15.6M
|
-$88.5K
|
-1,096
|
-0.6%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.4M
|
+$381K
|
+4,720
|
+3%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
-$431K
|
-5,330
|
-3%
|
|
