|
1
|
Fisher Asset Management
Camas,
Washington
|
$226M
|
-$6.2M
|
-50,109
|
-3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$201M
|
+$10.7M
|
+86,197
|
+6%
|
|
|
3
|
|
$196M
|
+$4.15M
|
+33,523
|
+2%
|
|
|
4
|
Phoenix Financial
Givatayim,
Israel
|
$152M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$89.9M
|
+$1.81M
|
+14,594
|
+2%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$88.6M
|
+$80.3M
|
+649,026
|
+1,276%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$84.2M
|
-$4.56M
|
-36,875
|
-5%
|
|
|
8
|
|
$82.6M
|
-$5.15M
|
-41,602
|
-6%
|
|
|
9
|
PGIM Custom Harvest
Newark,
New Jersey
|
$76.2M
|
+$795K
|
+6,424
|
+1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$67.1M
|
+$5.92M
|
+47,837
|
+10%
|
|
|
11
|
|
$60M
|
+$58.4M
|
+471,794
|
+21,995%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$50.6M
|
+$1.26M
|
+10,208
|
+3%
|
|
|
13
|
|
$47M
|
+$3.41M
|
+27,583
|
+8%
|
|
|
14
|
Two Sigma Investments
New York
|
$45.7M
|
-$396K
|
-3,200
|
-0.9%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$40.1M
|
+$36M
|
+290,720
|
+1,105%
|
|
|
16
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$37.9M
|
+$2.05M
|
+16,549
|
+6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.1M
|
+$1.86M
|
+15,036
|
+5%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$36.6M
|
-$556K
|
-4,492
|
-2%
|
|
|
19
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$34.6M
|
+$33.8M
|
+273,176
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.9M
|
-$342K
|
-2,764
|
-1%
|
|
|
21
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$30.2M
|
+$2.09M
|
+16,920
|
+8%
|
|
|
22
|
Principal Financial Group
Des Moines,
Iowa
|
$29.5M
|
+$4.73M
|
+38,265
|
+20%
|
|
|
23
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$25.7M
|
+$784K
|
+6,339
|
+3%
|
|
|
24
|
Magnus Financial Group
New York
|
$25.3M
|
+$284K
|
+2,298
|
+1%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$25M
|
+$968K
|
+7,827
|
+4%
|
|
