|
1
|
Wells Fargo
San Francisco,
California
|
$110M
|
+$17.6M
|
+613,970
|
+19%
|
|
|
2
|
Cantor Fitzgerald Investment Advisors
New York
|
$55.5M
|
+$55.7M
|
+1,948,107
|
New
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$41.8M
|
+$2.02M
|
+70,482
|
+5%
|
|
|
4
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$15.3M
|
+$429K
|
+14,987
|
+3%
|
|
|
5
|
AllianceBernstein
Nashville,
Tennessee
|
$11.9M
|
-$9.6M
|
-336,512
|
-45%
|
|
|
6
|
|
$9.6M
|
-$526K
|
-18,377
|
-5%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$7.95M
|
-$1.65M
|
-57,537
|
-17%
|
|
|
8
|
Emery Howard Portfolio Management
Burlingame,
California
|
$6.91M
|
-$262K
|
-9,166
|
-4%
|
|
|
9
|
Sentinel Trust
Houston,
Texas
|
$6.75M
|
+$1.24M
|
+43,521
|
+23%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$6.54M
|
+$59.9K
|
+2,096
|
+0.9%
|
|
|
11
|
|
$5.51M
|
+$1.3M
|
+45,594
|
+31%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.26M
|
+$1.01M
|
+35,175
|
+24%
|
|
|
13
|
|
$4.41M
|
–
|
–
|
–
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$3.87M
|
-$723K
|
-25,273
|
-16%
|
|
|
15
|
|
$3.69M
|
-$3.34M
|
-116,854
|
-47%
|
|
|
16
|
Courier Capital
Buffalo,
New York
|
$3.51M
|
+$30.2K
|
+1,056
|
+0.9%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.41M
|
+$13K
|
+453
|
+0.4%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.25M
|
+$58.2K
|
+2,034
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.19M
|
-$21.4K
|
-748
|
-0.7%
|
|
|
20
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.01M
|
+$123K
|
+4,292
|
+4%
|
|
|
21
|
|
$2.96M
|
+$996K
|
+34,820
|
+50%
|
|
|
22
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.88M
|
–
|
–
|
–
|
|
|
23
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.41M
|
+$2.42M
|
+84,472
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.38M
|
+$2.39M
|
+83,670
|
New
|
|
|
25
|
Bank of New York Mellon
New York
|
$2.3M
|
+$423K
|
+14,781
|
+22%
|
|
