|
1
|
Fisher Asset Management
Camas,
Washington
|
$241M
|
+$4.74M
|
+96,345
|
+2%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$80.7M
|
-$6.58M
|
-133,804
|
-8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$77.1M
|
+$6.5M
|
+132,048
|
+9%
|
|
|
4
|
|
$68M
|
+$10.7M
|
+217,943
|
+19%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$64.5M
|
+$1.31M
|
+26,652
|
+2%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$54.6M
|
+$3.14M
|
+63,863
|
+6%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.3M
|
+$1.23M
|
+24,956
|
+3%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43.7M
|
+$15.2M
|
+309,175
|
+54%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$30.3M
|
+$5.66M
|
+114,928
|
+23%
|
|
|
10
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$26.4M
|
+$11.8M
|
+240,755
|
+82%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$25M
|
+$2.24M
|
+45,429
|
+10%
|
|
|
12
|
|
$24.5M
|
–
|
–
|
–
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$21.4M
|
+$13.2M
|
+267,544
|
+161%
|
|
|
14
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$19.8M
|
+$9.41M
|
+191,284
|
+91%
|
|
|
15
|
USA Financial Formulas
Ada,
Michigan
|
$15.8M
|
+$15.8M
|
+320,149
|
New
|
|
|
16
|
|
$15M
|
+$35.5K
|
+721
|
+0.2%
|
|
|
17
|
Bailard
Foster City,
California
|
$14.4M
|
+$14.3M
|
+291,483
|
New
|
|
|
18
|
Brinker Capital
Berwyn,
Pennsylvania
|
$10.3M
|
+$4.38M
|
+89,037
|
+75%
|
|
|
19
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$10.2M
|
+$537K
|
+10,912
|
+6%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$9.52M
|
+$1.24M
|
+25,133
|
+15%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.38M
|
+$6.61M
|
+134,368
|
+380%
|
|
|
22
|
FDx Advisors
Chicago,
Illinois
|
$7.52M
|
-$2.16M
|
-43,830
|
-22%
|
|
|
23
|
BB&T Securities
Richmond,
Virginia
|
$6.62M
|
+$3.35M
|
+68,168
|
+103%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.96M
|
+$320K
|
+6,494
|
+6%
|
|
|
25
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$5.92M
|
-$125K
|
-2,545
|
-2%
|
|
