|
1
|
Wells Fargo
San Francisco,
California
|
$94.6M
|
+$48.5M
|
+1,747,070
|
+94%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$34.8M
|
+$1.03M
|
+36,973
|
+3%
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$19.7M
|
+$1.6M
|
+57,685
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
+$2.19M
|
+78,820
|
+12%
|
|
|
5
|
Emery Howard Portfolio Management
Burlingame,
California
|
$6.69M
|
+$1.84M
|
+66,159
|
+35%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$5.92M
|
+$297K
|
+10,693
|
+5%
|
|
|
7
|
|
$4.8M
|
+$2.11M
|
+75,991
|
+71%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$4.25M
|
-$2.4M
|
-86,437
|
-35%
|
|
|
9
|
BlackRock Advisors
Wilmington,
Delaware
|
$4.03M
|
-$1.63M
|
-58,583
|
-28%
|
|
|
10
|
Integrated Wealth Counsel
Carmel,
California
|
$3.95M
|
-$308K
|
-11,095
|
-7%
|
|
|
11
|
|
$3.9M
|
-$23.9K
|
-861
|
-0.6%
|
|
|
12
|
|
$3.89M
|
+$521K
|
+18,780
|
+15%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.86M
|
+$685K
|
+24,687
|
+20%
|
|
|
14
|
|
$3.78M
|
-$4.16M
|
-150,031
|
-51%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.06M
|
-$33.6K
|
-1,209
|
-1%
|
|
|
16
|
Sentinel Trust
Houston,
Texas
|
$3.01M
|
+$1.47M
|
+53,135
|
+86%
|
|
|
17
|
BlackRock Institutional Trust
San Francisco,
California
|
$3M
|
-$19.2M
|
-691,487
|
-86%
|
|
|
18
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.62M
|
–
|
–
|
–
|
|
|
19
|
|
$2.55M
|
-$145K
|
-5,213
|
-5%
|
|
|
20
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.51M
|
+$261K
|
+9,395
|
+11%
|
|
|
21
|
Courier Capital
Buffalo,
New York
|
$2.43M
|
-$668K
|
-24,061
|
-21%
|
|
|
22
|
FDx Advisors
Chicago,
Illinois
|
$1.6M
|
-$58.3K
|
-2,101
|
-3%
|
|
|
23
|
Bank of New York Mellon
New York
|
$1.6M
|
+$3.63K
|
+131
|
+0.2%
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.41M
|
+$12.3K
|
+444
|
+0.8%
|
|
|
25
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.34M
|
+$76.2K
|
+2,745
|
+6%
|
|
