|
1
|
Fisher Asset Management
Camas,
Washington
|
$210M
|
-$9.34M
|
-83,898
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$188M
|
+$3.58M
|
+32,121
|
+2%
|
|
|
3
|
|
$150M
|
+$7.85M
|
+70,534
|
+5%
|
|
|
4
|
Phoenix Financial
Givatayim,
Israel
|
$132M
|
–
|
–
|
–
|
|
|
5
|
Schroder Investment Management Group
London,
United Kingdom
|
$124M
|
+$95.4M
|
+856,252
|
+327%
|
|
|
6
|
HSBC Holdings
London,
United Kingdom
|
$113M
|
+$40.9M
|
+367,508
|
+56%
|
|
|
7
|
|
$91.2M
|
+$12M
|
+107,320
|
+15%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$75M
|
+$19.1M
|
+171,559
|
+34%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$72.2M
|
+$24.7M
|
+221,383
|
+51%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.2M
|
+$701K
|
+6,295
|
+1%
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$56.5M
|
+$3.21M
|
+28,829
|
+6%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$54.8M
|
+$20M
|
+179,535
|
+57%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$44.4M
|
+$2.95M
|
+26,485
|
+7%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$34.3M
|
-$478K
|
-4,292
|
-1%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.7M
|
+$13.2M
|
+118,180
|
+96%
|
|
|
16
|
Washington Trust
Westerly,
Rhode Island
|
$26.5M
|
-$704K
|
-6,323
|
-3%
|
|
|
17
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$25.5M
|
+$25.6M
|
+230,246
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.2M
|
+$561K
|
+5,037
|
+2%
|
|
|
19
|
Magnus Financial Group
New York
|
$21.4M
|
+$509K
|
+4,573
|
+2%
|
|
|
20
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$20M
|
+$9.72M
|
+87,248
|
+93%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$19.5M
|
+$19.6M
|
+176,119
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.6M
|
+$4.07M
|
+36,549
|
+28%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.4M
|
+$500K
|
+4,490
|
+3%
|
|
|
24
|
Scotia Capital
Toronto,
Ontario, Canada
|
$17.9M
|
+$170K
|
+1,531
|
+1%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$17.5M
|
+$5.39M
|
+48,383
|
+44%
|
|
