|
1
|
Fisher Asset Management
Camas,
Washington
|
$206M
|
+$3.61M
|
+74,492
|
+2%
|
|
|
2
|
|
$57.2M
|
+$4.08M
|
+84,162
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$55.4M
|
+$3.43M
|
+70,662
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$51M
|
+$5.71M
|
+117,645
|
+13%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.7M
|
+$3.74M
|
+77,210
|
+12%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$20.5M
|
+$2.71M
|
+55,858
|
+15%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$20.4M
|
+$207K
|
+4,265
|
+1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$20.3M
|
+$5.63M
|
+116,085
|
+38%
|
|
|
9
|
|
$18.1M
|
–
|
–
|
–
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.5M
|
+$1.47M
|
+30,317
|
+10%
|
|
|
11
|
FDx Advisors
Chicago,
Illinois
|
$14.4M
|
+$988K
|
+20,373
|
+7%
|
|
|
12
|
|
$11.9M
|
+$1.19M
|
+24,634
|
+11%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$9.35M
|
+$9.36M
|
+192,962
|
New
|
|
|
14
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$8.95M
|
-$20.3K
|
-418
|
-0.2%
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.76M
|
+$2.88M
|
+59,456
|
+49%
|
|
|
16
|
Bailard
Foster City,
California
|
$8.36M
|
+$2.45M
|
+50,570
|
+41%
|
|
|
17
|
Barclays
London,
United Kingdom
|
$7.67M
|
+$669K
|
+13,793
|
+9%
|
|
|
18
|
|
$7.46M
|
+$1.15M
|
+23,629
|
+18%
|
|
|
19
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$7.25M
|
+$1.14M
|
+23,535
|
+19%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$7.04M
|
+$713K
|
+14,692
|
+11%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.14M
|
-$55M
|
-1,134,638
|
-90%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$6.06M
|
+$1.01M
|
+20,796
|
+20%
|
|
|
23
|
Laidlaw Group
Bedford Hills,
New York
|
$6M
|
+$462K
|
+9,535
|
+8%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.98M
|
-$498K
|
-10,263
|
-8%
|
|
|
25
|
Prospera Financial Services
Dallas,
Texas
|
$4.1M
|
+$774K
|
+15,956
|
+23%
|
|
