|
1
|
Fisher Asset Management
Camas,
Washington
|
$221M
|
+$13.4M
|
+281,132
|
+7%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$67.8M
|
+$13.3M
|
+279,219
|
+25%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$64.4M
|
+$1.42M
|
+29,696
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$63.1M
|
+$11.2M
|
+235,042
|
+22%
|
|
|
5
|
|
$52.2M
|
+$1.78M
|
+37,297
|
+4%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.9M
|
+$2.66M
|
+55,645
|
+7%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$39.3M
|
+$12.5M
|
+261,751
|
+47%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.2M
|
+$3.12M
|
+65,318
|
+16%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
+$2.89M
|
+60,477
|
+16%
|
|
|
10
|
|
$21.4M
|
–
|
–
|
–
|
|
|
11
|
United Services Automobile Association
San Antonio,
Texas
|
$20.8M
|
-$70K
|
-1,465
|
-0.3%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$20.2M
|
+$37.5K
|
+785
|
+0.2%
|
|
|
13
|
|
$13.2M
|
+$9.99M
|
+209,142
|
+324%
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$13.1M
|
+$4.06M
|
+85,052
|
+46%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$10.5M
|
+$3.94M
|
+82,477
|
+61%
|
|
|
16
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$9.93M
|
+$1.28M
|
+26,835
|
+15%
|
|
|
17
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$9.14M
|
+$398K
|
+8,326
|
+5%
|
|
|
18
|
Bailard
Foster City,
California
|
$9.09M
|
+$1.11M
|
+23,203
|
+14%
|
|
|
19
|
Prospera Financial Services
Dallas,
Texas
|
$7.12M
|
+$947K
|
+19,829
|
+16%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$6.52M
|
+$81.8K
|
+1,712
|
+1%
|
|
|
21
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$5.91M
|
+$5.85M
|
+122,477
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$5.85M
|
+$271K
|
+5,683
|
+5%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.52M
|
-$346K
|
-7,237
|
-6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.37M
|
-$187K
|
-3,906
|
-3%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$4.01M
|
+$1.07M
|
+22,423
|
+37%
|
|
