|
1
|
Fisher Asset Management
Camas,
Washington
|
$202M
|
-$1.95M
|
-15,718
|
-0.9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$182M
|
-$2.8M
|
-22,537
|
-1%
|
|
|
3
|
|
$181M
|
-$1.34M
|
-10,808
|
-0.7%
|
|
|
4
|
Phoenix Financial
Givatayim,
Israel
|
$141M
|
–
|
–
|
–
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$126M
|
+$59.5M
|
+479,550
|
+81%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$83.6M
|
+$6.67M
|
+53,783
|
+8%
|
|
|
7
|
|
$75.9M
|
+$3.35M
|
+26,991
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$65.9M
|
-$6.68M
|
-53,820
|
-9%
|
|
|
9
|
Two Sigma Investments
New York
|
$65.8M
|
+$69.4M
|
+559,000
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$50.1M
|
-$3.4M
|
-27,407
|
-6%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$47.9M
|
-$1.43M
|
-11,509
|
-3%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$38.1M
|
-$11.8M
|
-94,841
|
-23%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$37M
|
+$8.41M
|
+67,752
|
+27%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35M
|
+$1.09M
|
+8,823
|
+3%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$33.3M
|
-$280K
|
-2,255
|
-0.8%
|
|
|
16
|
Magnus Financial Group
New York
|
$24.3M
|
+$741K
|
+5,971
|
+3%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.5M
|
-$1.89M
|
-15,190
|
-7%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$22.6M
|
-$406K
|
-3,274
|
-2%
|
|
|
19
|
Scotia Capital
Toronto,
Ontario, Canada
|
$19.8M
|
+$443K
|
+3,567
|
+2%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$17.8M
|
+$1.27M
|
+10,253
|
+7%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.1M
|
-$490K
|
-3,949
|
-3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$16.2M
|
-$4.6M
|
-37,079
|
-21%
|
|
|
23
|
|
$15.6M
|
-$114M
|
-917,719
|
-87%
|
|
|
24
|
Patten & Patten
Chattanooga,
Tennessee
|
$13.8M
|
-$42.1K
|
-339
|
-0.3%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$2.78M
|
+22,391
|
+24%
|
|
