|
1
|
Wells Fargo
San Francisco,
California
|
$128M
|
+$5.65M
|
+204,218
|
+4%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$49.7M
|
+$46.8M
|
+1,693,074
|
+1,172%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$36.6M
|
-$1.8M
|
-65,200
|
-5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$12.2M
|
+$1.52M
|
+54,804
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
+$3.58M
|
+129,481
|
+52%
|
|
|
6
|
|
$7.03M
|
-$188K
|
-6,812
|
-3%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$6.61M
|
+$121K
|
+4,383
|
+2%
|
|
|
8
|
Sentinel Trust
Houston,
Texas
|
$5.63M
|
-$855K
|
-30,942
|
-13%
|
|
|
9
|
Emery Howard Portfolio Management
Burlingame,
California
|
$5.5M
|
-$619K
|
-22,372
|
-10%
|
|
|
10
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$4.41M
|
-$431K
|
-15,579
|
-9%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$4.13M
|
+$192K
|
+6,950
|
+5%
|
|
|
12
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.08M
|
+$1.86M
|
+67,428
|
+81%
|
|
|
13
|
|
$3.67M
|
+$117K
|
+4,234
|
+3%
|
|
|
14
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.2M
|
+$102K
|
+3,675
|
+3%
|
|
|
15
|
Courier Capital
Buffalo,
New York
|
$3.04M
|
-$233K
|
-8,414
|
-7%
|
|
|
16
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$3.02M
|
–
|
–
|
–
|
|
|
17
|
Chandler Asset Management
San Diego,
California
|
$2.99M
|
–
|
–
|
–
|
|
|
18
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$2.73M
|
+$2.41M
|
+87,157
|
+626%
|
|
|
19
|
Aspiriant LLC
Los Angeles,
California
|
$2.63M
|
–
|
–
|
–
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.2M
|
+$75.8K
|
+2,741
|
+3%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$2M
|
-$38.9K
|
-1,406
|
-2%
|
|
|
22
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.9M
|
+$1.95M
|
+70,366
|
New
|
|
|
23
|
Old Port Advisors
Portland,
Maine
|
$1.77M
|
+$1.73M
|
+62,526
|
New
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
$1.77M
|
+$28.9K
|
+1,046
|
+2%
|
|
|
25
|
Bank of New York Mellon
New York
|
$1.46M
|
+$965K
|
+34,904
|
+184%
|
|
