|
1
|
Fisher Asset Management
Camas,
Washington
|
$89M
|
+$4.82M
|
+416,056
|
+6%
|
|
|
2
|
American National Insurance
Galveston,
Texas
|
$720K
|
–
|
–
|
–
|
|
|
3
|
SVB Wealth
Boston,
Massachusetts
|
$395K
|
+$37.5K
|
+3,226
|
+10%
|
|
|
4
|
High Pointe Capital Management
Chicago,
Illinois
|
$392K
|
-$44.2K
|
-3,810
|
-10%
|
|
|
5
|
Todd Asset Management
Louisville,
Kentucky
|
$267K
|
–
|
–
|
–
|
|
|
6
|
Private Capital Group
West Hartford,
Connecticut
|
$76K
|
-$1.42K
|
-122
|
-2%
|
|
|
7
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23K
|
-$182
|
-16
|
-0.8%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$19K
|
+$19K
|
+1,651
|
New
|
|
|
9
|
Meeder Asset Management
Dublin,
Ohio
|
$13K
|
+$12.5K
|
+1,120
|
+2,667%
|
|
|
10
|
Sawyer & Company
Boston,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
11
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$5K
|
–
|
–
|
–
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$2K
|
-$3.01K
|
-250
|
-60%
|
|
|
13
|
Gemmer Asset Management
Walnut Creek,
California
|
$2K
|
–
|
–
|
–
|
|
|
14
|
Bartlett & Co
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
15
|
Winch Advisory Services
Appleton,
Wisconsin
|
$1K
|
+$10
|
+1
|
+1%
|
|
|
16
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$852
|
–
|
–
|
–
|
|
|
17
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$614
|
–
|
–
|
–
|
|
|
18
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$35M
|
-2,684,019
|
Closed
|
|
|
19
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
–
|
-$207K
|
-16,281
|
Closed
|
|
|
20
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$19K
|
-1,500
|
Closed
|
|
|
21
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$7K
|
-500
|
Closed
|
|
