|
1
|
Wells Fargo
San Francisco,
California
|
$107M
|
-$6.53M
|
-218,644
|
-6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$38.3M
|
-$658K
|
-22,034
|
-2%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$7.43M
|
+$85K
|
+2,845
|
+1%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$7.08M
|
-$10.2M
|
-342,345
|
-59%
|
|
|
5
|
|
$7.05M
|
-$78.2K
|
-2,616
|
-1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.09M
|
-$4.51M
|
-150,929
|
-42%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$5.99M
|
+$2.31M
|
+77,346
|
+63%
|
|
|
8
|
Emery Howard Portfolio Management
Burlingame,
California
|
$5.96M
|
-$15.5K
|
-520
|
-0.3%
|
|
|
9
|
|
$4.9M
|
+$3.78M
|
+126,579
|
+335%
|
|
|
10
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.56M
|
-$43.3K
|
-1,449
|
-0.9%
|
|
|
11
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$4.25M
|
-$511K
|
-17,103
|
-11%
|
|
|
12
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.5M
|
+$11.7K
|
+391
|
+0.3%
|
|
|
13
|
Courier Capital
Buffalo,
New York
|
$3.43M
|
+$48.3K
|
+1,616
|
+1%
|
|
|
14
|
Sentinel Trust
Houston,
Texas
|
$3.21M
|
-$2.96M
|
-98,927
|
-48%
|
|
|
15
|
Chandler Asset Management
San Diego,
California
|
$3.21M
|
+$91.6K
|
+3,065
|
+3%
|
|
|
16
|
|
$2.92M
|
+$76.2K
|
+2,550
|
+3%
|
|
|
17
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.58M
|
-$565K
|
-18,900
|
-18%
|
|
|
18
|
|
$2.34M
|
-$1.31M
|
-43,680
|
-36%
|
|
|
19
|
AllianceBernstein
Nashville,
Tennessee
|
$2.12M
|
+$999K
|
+33,447
|
+89%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$2.1M
|
-$59.9K
|
-2,005
|
-3%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$2.06M
|
-$22.7K
|
-759
|
-1%
|
|
|
22
|
Old Port Advisors
Portland,
Maine
|
$1.98M
|
+$66K
|
+2,210
|
+4%
|
|
|
23
|
The Family Firm
Bethesda,
Maryland
|
$1.98M
|
+$1.55K
|
+52
|
+0.1%
|
|
|
24
|
Bank of New York Mellon
New York
|
$1.61M
|
+$26.9K
|
+900
|
+2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.6M
|
-$1.01M
|
-33,935
|
-39%
|
|
