|
1
|
Wells Fargo
San Francisco,
California
|
$143M
|
+$250K
|
+8,366
|
+0.2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$43M
|
-$1.59M
|
-53,253
|
-3%
|
|
|
3
|
VOYA Investment Management
Atlanta,
Georgia
|
$14.7M
|
+$1.29M
|
+42,967
|
+9%
|
|
|
4
|
AllianceBernstein
Nashville,
Tennessee
|
$8.74M
|
-$1.51M
|
-50,571
|
-14%
|
|
|
5
|
|
$8.29M
|
-$494K
|
-16,494
|
-5%
|
|
|
6
|
Sentinel Trust
Houston,
Texas
|
$7.89M
|
-$23.4K
|
-781
|
-0.3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$7.03M
|
-$393K
|
-13,120
|
-5%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$7.01M
|
+$98.2K
|
+3,280
|
+1%
|
|
|
9
|
Emery Howard Portfolio Management
Burlingame,
California
|
$6.7M
|
+$52.7K
|
+1,760
|
+0.8%
|
|
|
10
|
|
$6.07M
|
+$1M
|
+33,570
|
+19%
|
|
|
11
|
|
$5.33M
|
+$5.46M
|
+182,548
|
New
|
|
|
12
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$5.21M
|
+$179K
|
+5,988
|
+3%
|
|
|
13
|
|
$5.18M
|
+$61K
|
+2,039
|
+1%
|
|
|
14
|
|
$4.16M
|
-$67.4K
|
-2,253
|
-2%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$3.87M
|
+$497K
|
+16,617
|
+14%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.52M
|
-$9.13K
|
-305
|
-0.3%
|
|
|
17
|
Courier Capital
Buffalo,
New York
|
$3.48M
|
+$39K
|
+1,304
|
+1%
|
|
|
18
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.28M
|
-$80.1K
|
-2,675
|
-2%
|
|
|
19
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$3.26M
|
-$35.9K
|
-1,200
|
-1%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$3.09M
|
-$299K
|
-9,981
|
-9%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$2.83M
|
-$92.1K
|
-3,076
|
-3%
|
|
|
22
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.46M
|
+$6.02K
|
+201
|
+0.2%
|
|
|
23
|
Chandler Asset Management
San Diego,
California
|
$2.45M
|
–
|
–
|
–
|
|
|
24
|
LPL Financial
San Diego,
California
|
$2.41M
|
+$62.9K
|
+2,100
|
+3%
|
|
|
25
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$2.07M
|
+$246K
|
+8,227
|
+13%
|
|
