|
1
|
Fisher Asset Management
Camas,
Washington
|
$390M
|
+$51.4M
|
+793,864
|
+15%
|
|
|
2
|
|
$91.8M
|
-$215K
|
-3,322
|
-0.2%
|
|
|
3
|
Morningstar Investment Management
Chicago,
Illinois
|
$19M
|
–
|
–
|
–
|
|
|
4
|
|
$17.7M
|
-$2.83M
|
-43,652
|
-14%
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$14.3M
|
-$2.22M
|
-34,241
|
-13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.81M
|
-$795K
|
-12,268
|
-12%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.53M
|
-$15.9M
|
-245,730
|
-74%
|
|
|
8
|
ICICI Prudential Asset Management
Mumbai,
India
|
$4.18M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$3.77M
|
+$138K
|
+2,124
|
+4%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$3.73M
|
+$4.15K
|
+64
|
+0.1%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$3.59M
|
-$1.05M
|
-16,189
|
-23%
|
|
|
12
|
Northland Securities
Minneapolis,
Minnesota
|
$3.02M
|
+$3.03M
|
+46,736
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$2.93M
|
-$13.3K
|
-205
|
-0.5%
|
|
|
14
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.68M
|
+$1.48M
|
+22,858
|
+123%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.58M
|
-$689K
|
-10,629
|
-21%
|
|
|
16
|
Grimes & Company
Westborough,
Massachusetts
|
$2.49M
|
+$2.5M
|
+38,526
|
New
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$2.4M
|
+$22.4K
|
+346
|
+0.9%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.3M
|
-$156K
|
-2,406
|
-6%
|
|
|
19
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.24M
|
+$113K
|
+1,738
|
+5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.16M
|
-$12.1K
|
-187
|
-0.6%
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.93M
|
-$114K
|
-1,755
|
-6%
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.65M
|
+$46.5K
|
+718
|
+3%
|
|
|
23
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.34M
|
–
|
–
|
–
|
|
|
24
|
MGB Wealth Management
Addison,
Texas
|
$1.12M
|
+$2.53K
|
+39
|
+0.2%
|
|
|
25
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.05M
|
+$12.2K
|
+189
|
+1%
|
|
