|
1
|
Fisher Asset Management
Camas,
Washington
|
$251M
|
+$4.77M
|
+95,620
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$109M
|
+$29.8M
|
+596,699
|
+38%
|
|
|
3
|
Wealthfront
Palo Alto,
California
|
$80.4M
|
-$2.37M
|
-47,475
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$74.1M
|
+$7.79M
|
+156,278
|
+12%
|
|
|
5
|
|
$54.7M
|
-$14.8M
|
-296,514
|
-22%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$53.2M
|
-$2.74M
|
-54,968
|
-5%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$52.9M
|
+$3.33M
|
+66,813
|
+7%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.3M
|
+$4.43M
|
+88,818
|
+10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$30.6M
|
-$482K
|
-9,657
|
-2%
|
|
|
10
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$27.1M
|
-$35.3K
|
-707
|
-0.1%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$26.9M
|
+$1.22M
|
+24,486
|
+5%
|
|
|
12
|
|
$24.3M
|
–
|
–
|
–
|
|
|
13
|
Prospera Financial Services
Dallas,
Texas
|
$19.8M
|
-$2.06M
|
-41,340
|
-10%
|
|
|
14
|
Bailard
Foster City,
California
|
$17M
|
+$2.25M
|
+45,172
|
+15%
|
|
|
15
|
|
$14.7M
|
+$14.5M
|
+290,220
|
New
|
|
|
16
|
|
$14.6M
|
-$791K
|
-15,861
|
-5%
|
|
|
17
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$13.4M
|
-$6.76M
|
-135,515
|
-34%
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$12.4M
|
+$12.2M
|
+244,744
|
New
|
|
|
19
|
Brinker Capital
Berwyn,
Pennsylvania
|
$10.8M
|
+$323K
|
+6,481
|
+3%
|
|
|
20
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$10.1M
|
-$385K
|
-7,725
|
-4%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$8.94M
|
+$8.82M
|
+176,773
|
New
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.67M
|
+$84.4K
|
+1,693
|
+1%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$7.53M
|
+$4.94M
|
+99,130
|
+200%
|
|
|
24
|
Suntrust Banks
Atlanta,
Georgia
|
$7.08M
|
+$3.73M
|
+74,799
|
+115%
|
|
|
25
|
FDx Advisors
Chicago,
Illinois
|
$6.89M
|
-$813K
|
-16,300
|
-11%
|
|
