|
1
|
Fisher Asset Management
Camas,
Washington
|
$337M
|
+$47.9M
|
+733,219
|
+16%
|
|
|
2
|
|
$91.6M
|
-$1.65M
|
-25,283
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$21.3M
|
-$109K
|
-1,661
|
-0.5%
|
|
|
4
|
|
$20.4M
|
+$530K
|
+8,114
|
+3%
|
|
|
5
|
Morningstar Investment Management
Chicago,
Illinois
|
$18.9M
|
+$3.77M
|
+57,667
|
+24%
|
|
|
6
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$16.5M
|
+$362K
|
+5,544
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$6.58M
|
-$360K
|
-5,514
|
-5%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$4.61M
|
+$335K
|
+5,132
|
+8%
|
|
|
9
|
ICICI Prudential Asset Management
Mumbai,
India
|
$4.16M
|
–
|
–
|
–
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$3.71M
|
-$7.38K
|
-113
|
-0.2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$3.62M
|
-$81.1K
|
-1,241
|
-2%
|
|
|
12
|
|
$3.3M
|
+$983K
|
+15,042
|
+42%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.25M
|
-$1.39M
|
-21,330
|
-30%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.93M
|
-$52.5K
|
-804
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.44M
|
+$148K
|
+2,267
|
+6%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.37M
|
-$1.3M
|
-19,871
|
-35%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.16M
|
+$13.5K
|
+206
|
+0.6%
|
|
|
18
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.12M
|
+$139K
|
+2,125
|
+7%
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.04M
|
+$79.8K
|
+1,221
|
+4%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.6M
|
+$194K
|
+2,961
|
+14%
|
|
|
21
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.33M
|
–
|
–
|
–
|
|
|
22
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.2M
|
–
|
–
|
–
|
|
|
23
|
MGB Wealth Management
Addison,
Texas
|
$1.11M
|
–
|
–
|
–
|
|
|
24
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.11M
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.1M
|
+$66.1K
|
+1,012
|
+6%
|
|
