|
1
|
Wells Fargo
San Francisco,
California
|
$142M
|
+$15.3M
|
+514,760
|
+12%
|
|
|
2
|
Cantor Fitzgerald Investment Advisors
New York
|
$63.7M
|
+$2.31M
|
+77,771
|
+4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$46.1M
|
+$230K
|
+7,764
|
+0.5%
|
|
|
4
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$20.4M
|
+$2.29M
|
+77,363
|
+13%
|
|
|
5
|
VOYA Investment Management
Atlanta,
Georgia
|
$13.2M
|
+$434K
|
+14,629
|
+3%
|
|
|
6
|
AllianceBernstein
Nashville,
Tennessee
|
$13.1M
|
+$1.06M
|
+35,689
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$2.65M
|
+89,332
|
+36%
|
|
|
8
|
|
$9.63M
|
+$1.46M
|
+49,319
|
+18%
|
|
|
9
|
Sentinel Trust
Houston,
Texas
|
$8.13M
|
-$2.85K
|
-96
|
-0%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$7.35M
|
-$456K
|
-15,374
|
-6%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$7.06M
|
+$180K
|
+6,074
|
+3%
|
|
|
12
|
Emery Howard Portfolio Management
Burlingame,
California
|
$6.81M
|
-$279K
|
-9,398
|
-4%
|
|
|
13
|
|
$5.27M
|
-$936K
|
-31,573
|
-15%
|
|
|
14
|
|
$5.19M
|
+$354K
|
+11,948
|
+7%
|
|
|
15
|
|
$4.49M
|
+$1.22M
|
+41,015
|
+38%
|
|
|
16
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$4.37M
|
+$4.32M
|
+145,810
|
New
|
|
|
17
|
Millie Capital Management
Walnut Creek,
California
|
$4.22M
|
-$31K
|
-1,046
|
-0.7%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.03M
|
+$609K
|
+20,536
|
+18%
|
|
|
19
|
Independence Wealth Advisors
Mclean,
Virginia
|
$3.68M
|
+$3.64M
|
+122,686
|
New
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.63M
|
+$47.3K
|
+1,597
|
+1%
|
|
|
21
|
Courier Capital
Buffalo,
New York
|
$3.57M
|
-$83.5K
|
-2,816
|
-2%
|
|
|
22
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.41M
|
+$135K
|
+4,557
|
+4%
|
|
|
23
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$3.21M
|
+$44.5K
|
+1,500
|
+1%
|
|
|
24
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$3.16M
|
+$2.71M
|
+91,508
|
+657%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$2.61M
|
+$75.3K
|
+2,540
|
+3%
|
|
