|
1
|
Bank of America
Charlotte,
North Carolina
|
$53.1M
|
+$6.51M
|
+289,120
|
+12%
|
|
|
2
|
Fisher Asset Management
Camas,
Washington
|
$51.5M
|
+$3.95M
|
+175,350
|
+7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$33.7M
|
+$563K
|
+24,980
|
+1%
|
|
|
4
|
|
$26.4M
|
+$1.58M
|
+69,930
|
+5%
|
|
|
5
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$18.4M
|
+$9.64M
|
+427,780
|
+84%
|
|
|
6
|
|
$17.6M
|
+$5.8M
|
+257,580
|
+40%
|
|
|
7
|
Trilogy Capital
Irvine,
California
|
$15.2M
|
+$15.6M
|
+694,340
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.2M
|
-$1.71M
|
-75,980
|
-10%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$9.95M
|
-$439K
|
-19,480
|
-4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$9.73M
|
-$557K
|
-24,720
|
-5%
|
|
|
11
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$9.46M
|
+$478K
|
+21,230
|
+5%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$7.94M
|
+$2.9M
|
+128,600
|
+46%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$6.25M
|
-$693K
|
-30,780
|
-9%
|
|
|
14
|
Systelligence LLC
Bloomington,
Minnesota
|
$5.18M
|
+$5.97M
|
+264,810
|
New
|
|
|
15
|
IMC Chicago
Chicago,
Illinois
|
$5.15M
|
+$614K
|
+27,270
|
+12%
|
|
|
16
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$4.71M
|
-$504K
|
-22,350
|
-8%
|
|
|
17
|
Great Diamond Partners
Portland,
Maine
|
$3.65M
|
+$4.2M
|
+186,630
|
New
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.64M
|
-$577K
|
-25,610
|
-12%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.58M
|
-$296K
|
-13,130
|
-7%
|
|
|
20
|
Wellington Management Group
Boston,
Massachusetts
|
$3.29M
|
+$3.79M
|
+168,000
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$3.13M
|
+$2.01M
|
+89,420
|
+126%
|
|
|
22
|
Centaurus Financial
Anaheim,
California
|
$3.09M
|
+$3.14M
|
+139,190
|
+734%
|
|
|
23
|
SignalPoint Asset Management
Springfield,
Missouri
|
$2.94M
|
-$263K
|
-11,680
|
-7%
|
|
|
24
|
Credit Suisse
Zurich,
Switzerland
|
$2.85M
|
-$4.36M
|
-193,650
|
-57%
|
|
|
25
|
Focus Financial Network
Minneapolis,
Minnesota
|
$2.63M
|
+$3.03M
|
+134,370
|
New
|
|
