|
1
|
Fisher Asset Management
Camas,
Washington
|
$222M
|
-$7.21M
|
-148,889
|
-3%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$215M
|
+$144M
|
+2,983,857
|
+193%
|
|
|
3
|
|
$141M
|
+$128M
|
+2,652,521
|
+824%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$104M
|
-$9.69M
|
-200,194
|
-8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$100M
|
+$29.4M
|
+608,012
|
+40%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$68.4M
|
+$69.8M
|
+1,440,853
|
New
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$58.6M
|
+$11.6M
|
+240,156
|
+24%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$52.8M
|
+$445K
|
+9,199
|
+0.8%
|
|
|
9
|
|
$47.4M
|
+$13.6M
|
+280,342
|
+39%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$31.4M
|
+$13.8M
|
+285,361
|
+76%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$24.4M
|
+$557K
|
+11,503
|
+2%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$24.3M
|
+$24.7M
|
+510,104
|
+36,964%
|
|
|
13
|
|
$21.7M
|
+$22.2M
|
+457,610
|
New
|
|
|
14
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$19M
|
+$17.4M
|
+358,513
|
+866%
|
|
|
15
|
Bailard
Foster City,
California
|
$18.8M
|
+$1.77M
|
+36,663
|
+10%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$17.8M
|
+$3.72M
|
+76,815
|
+26%
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$12.9M
|
+$180K
|
+3,724
|
+1%
|
|
|
18
|
Wealthcare Capital Management
Richmond,
Virginia
|
$12.8M
|
+$10.2M
|
+210,566
|
+360%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$4.77M
|
+98,535
|
+86%
|
|
|
20
|
Brinker Capital
Berwyn,
Pennsylvania
|
$9.18M
|
-$168K
|
-3,478
|
-2%
|
|
|
21
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.46M
|
+$1.5M
|
+30,957
|
+21%
|
|
|
22
|
|
$7.34M
|
-$13.5M
|
-277,931
|
-64%
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$7.32M
|
-$391K
|
-8,068
|
-5%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.94M
|
+$3.65M
|
+75,460
|
+106%
|
|
|
25
|
BB&T Securities
Richmond,
Virginia
|
$6.82M
|
–
|
–
|
–
|
|
