|
1
|
Fisher Asset Management
Camas,
Washington
|
$221M
|
-$3.25M
|
-68,204
|
-1%
|
|
|
2
|
Wealthfront
Palo Alto,
California
|
$220M
|
+$2.97M
|
+62,298
|
+1%
|
|
|
3
|
|
$188M
|
+$45.1M
|
+946,582
|
+32%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
+$13.3M
|
+278,146
|
+13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$99.9M
|
-$4.84M
|
-101,651
|
-5%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$79.4M
|
+$10.3M
|
+216,727
|
+15%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$73.4M
|
+$19.9M
|
+418,351
|
+38%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$55.4M
|
-$3.77M
|
-79,116
|
-6%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$49.2M
|
+$17.5M
|
+366,483
|
+55%
|
|
|
10
|
|
$47.9M
|
-$26.2K
|
-549
|
-0.1%
|
|
|
11
|
|
$26.1M
|
+$4.14M
|
+86,964
|
+19%
|
|
|
12
|
Bailard
Foster City,
California
|
$25M
|
+$6M
|
+125,957
|
+32%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$24.1M
|
-$529K
|
-11,100
|
-2%
|
|
|
14
|
Brinker Capital
Berwyn,
Pennsylvania
|
$17.2M
|
+$7.87M
|
+165,189
|
+86%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$14.8M
|
-$3.13M
|
-65,762
|
-18%
|
|
|
16
|
|
$13.9M
|
+$6.42M
|
+134,737
|
+87%
|
|
|
17
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$12.7M
|
-$375K
|
-7,872
|
-3%
|
|
|
18
|
Wealthcare Capital Management
Richmond,
Virginia
|
$8.99M
|
-$3.88M
|
-81,408
|
-30%
|
|
|
19
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.97M
|
+$424K
|
+8,893
|
+5%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.99M
|
+$6.1M
|
+127,986
|
+714%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.45M
|
-$3.73M
|
-78,337
|
-37%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$6.29M
|
+$80.2K
|
+1,683
|
+1%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$6.1M
|
-$133K
|
-2,796
|
-2%
|
|
|
24
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5.82M
|
+$1.43M
|
+29,917
|
+33%
|
|
|
25
|
FDx Advisors
Chicago,
Illinois
|
$5.76M
|
-$813K
|
-17,052
|
-12%
|
|
