|
1
|
Wells Fargo
San Francisco,
California
|
$87.6M
|
-$6.35M
|
-210,316
|
-7%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$39.3M
|
+$530K
|
+17,544
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.1M
|
+$14.9M
|
+492,409
|
+239%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$8.35M
|
+$311K
|
+10,300
|
+4%
|
|
|
5
|
Emery Howard Portfolio Management
Burlingame,
California
|
$6.15M
|
+$142K
|
+4,690
|
+2%
|
|
|
6
|
Chandler Asset Management
San Diego,
California
|
$5.8M
|
+$868K
|
+28,730
|
+18%
|
|
|
7
|
|
$5.03M
|
-$2.01M
|
-66,455
|
-29%
|
|
|
8
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$4.54M
|
-$640K
|
-21,190
|
-12%
|
|
|
9
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.46M
|
-$96.9K
|
-3,208
|
-2%
|
|
|
10
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.7M
|
+$101K
|
+3,339
|
+3%
|
|
|
11
|
Courier Capital
Buffalo,
New York
|
$3.65M
|
+$136K
|
+4,497
|
+4%
|
|
|
12
|
Sentinel Trust
Houston,
Texas
|
$3.55M
|
-$775K
|
-25,645
|
-18%
|
|
|
13
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.77M
|
-$30.2K
|
-1,000
|
-1%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.43M
|
+$515K
|
+17,056
|
+27%
|
|
|
15
|
|
$2.39M
|
+$50.2K
|
+1,663
|
+2%
|
|
|
16
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$2.33M
|
+$2.34M
|
+77,401
|
New
|
|
|
17
|
|
$2.19M
|
-$453K
|
-14,986
|
-17%
|
|
|
18
|
AllianceBernstein
Nashville,
Tennessee
|
$2.19M
|
-$70.3K
|
-2,329
|
-3%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$2.18M
|
+$70.3K
|
+2,328
|
+3%
|
|
|
20
|
Aspiriant LLC
Los Angeles,
California
|
$2.08M
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
$2.08M
|
+$119K
|
+3,928
|
+6%
|
|
|
22
|
Old Port Advisors
Portland,
Maine
|
$2.06M
|
+$49.7K
|
+1,645
|
+2%
|
|
|
23
|
The Family Firm
Bethesda,
Maryland
|
$2.03M
|
+$117K
|
+3,890
|
+6%
|
|
|
24
|
Bank of New York Mellon
New York
|
$1.72M
|
+$87.4K
|
+2,893
|
+5%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.42M
|
+$469K
|
+15,512
|
+49%
|
|
