|
1
|
Fisher Asset Management
Camas,
Washington
|
$232M
|
+$8.58M
|
+177,579
|
+4%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$86.3M
|
+$17.6M
|
+364,825
|
+26%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$69.8M
|
+$5.93M
|
+122,729
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$62.5M
|
-$2.6M
|
-53,772
|
-4%
|
|
|
5
|
|
$56.5M
|
+$3.69M
|
+76,272
|
+7%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$50.8M
|
+$10.9M
|
+226,181
|
+28%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.5M
|
+$4.12M
|
+85,245
|
+10%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.1M
|
+$4.56M
|
+94,364
|
+20%
|
|
|
9
|
|
$24.9M
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$24.3M
|
+$2.51M
|
+52,027
|
+12%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$22.5M
|
+$2.02M
|
+41,724
|
+10%
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$20M
|
-$1.06M
|
-21,961
|
-5%
|
|
|
13
|
|
$14.8M
|
+$1.45M
|
+30,100
|
+11%
|
|
|
14
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$14.4M
|
+$1.16M
|
+23,961
|
+9%
|
|
|
15
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$10.9M
|
+$861K
|
+17,811
|
+9%
|
|
|
16
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$10.2M
|
-$430K
|
-8,899
|
-4%
|
|
|
17
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$9.6M
|
+$345K
|
+7,136
|
+4%
|
|
|
18
|
FDx Advisors
Chicago,
Illinois
|
$9.57M
|
+$9.49M
|
+196,319
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$8.19M
|
+$2.23M
|
+46,229
|
+38%
|
|
|
20
|
Prospera Financial Services
Dallas,
Texas
|
$8.08M
|
+$877K
|
+18,139
|
+12%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$6.97M
|
+$369K
|
+7,636
|
+6%
|
|
|
22
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$5.97M
|
–
|
–
|
–
|
|
|
23
|
Brinker Capital
Berwyn,
Pennsylvania
|
$5.8M
|
+$4.56M
|
+94,391
|
+387%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.58M
|
+$155K
|
+3,198
|
+3%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.37M
|
-$209K
|
-4,321
|
-4%
|
|
