|
1
|
Fisher Asset Management
Camas,
Washington
|
$178M
|
-$89.3M
|
-3,044,160
|
-35%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$82.8M
|
-$8.23M
|
-280,700
|
-10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$67.8M
|
-$4.73M
|
-161,250
|
-7%
|
|
|
4
|
|
$66.9M
|
+$3.75M
|
+127,840
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$53.7M
|
+$466K
|
+15,890
|
+0.9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$50.6M
|
-$550K
|
-18,760
|
-1%
|
|
|
7
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$40.5M
|
-$324K
|
-11,050
|
-0.8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$39.5M
|
+$2.48M
|
+84,480
|
+7%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.6M
|
+$147K
|
+5,000
|
+0.7%
|
|
|
10
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$21.7M
|
-$5.03M
|
-171,360
|
-20%
|
|
|
11
|
Retirement Group
San Diego,
California
|
$16.8M
|
+$496K
|
+16,920
|
+3%
|
|
|
12
|
Apexium Financial
Dallas,
Texas
|
$16.7M
|
+$75.1K
|
+2,560
|
+0.5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
-$373K
|
-12,730
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
+$2.06M
|
+70,090
|
+17%
|
|
|
15
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$14.5M
|
–
|
–
|
–
|
|
|
16
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$11.4M
|
-$805K
|
-27,460
|
-7%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.4M
|
-$929K
|
-31,660
|
-8%
|
|
|
18
|
Pegasus Partners
Mequon,
Wisconsin
|
$9.41M
|
-$3.16M
|
-107,900
|
-26%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$9.31M
|
+$84.8M
|
+2,892,400
|
+66,492%
|
|
|
20
|
VitalStone Financial
Shavano Park,
Texas
|
$8.6M
|
+$3.73M
|
+127,180
|
+120%
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$8.24M
|
-$311K
|
-10,610
|
-4%
|
|
|
22
|
Segment Wealth Management
Houston,
Texas
|
$8.03M
|
-$7.08M
|
-241,520
|
-48%
|
|
|
23
|
|
$7.87M
|
+$199K
|
+6,790
|
+3%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$7.37M
|
-$537K
|
-18,320
|
-7%
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$7.3M
|
+$1.39M
|
+47,290
|
+25%
|
|
