|
1
|
Wells Fargo
San Francisco,
California
|
$51.7M
|
-$14.2M
|
-511,191
|
-18%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$27.3M
|
-$1.05M
|
-37,892
|
-3%
|
|
|
3
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$7.96M
|
+$6.03M
|
+217,739
|
+145%
|
|
|
4
|
Emery Howard Portfolio Management
Burlingame,
California
|
$6.89M
|
+$3.19M
|
+114,987
|
+56%
|
|
|
5
|
|
$6.13M
|
+$3.23M
|
+116,704
|
+70%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$5.92M
|
-$68.4K
|
-2,468
|
-0.9%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.01M
|
-$12.9M
|
-466,861
|
-67%
|
|
|
8
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$4.48M
|
+$5.3M
|
+191,243
|
+1,204%
|
|
|
9
|
Chandler Asset Management
San Diego,
California
|
$4.26M
|
+$129K
|
+4,670
|
+2%
|
|
|
10
|
|
$3.36M
|
+$4.31M
|
+155,560
|
New
|
|
|
11
|
Courier Capital
Buffalo,
New York
|
$2.87M
|
+$346K
|
+12,473
|
+10%
|
|
|
12
|
HNP Capital
Rochester,
New York
|
$2.87M
|
+$3.73M
|
+134,508
|
New
|
|
|
13
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$2.87M
|
+$285K
|
+10,267
|
+8%
|
|
|
14
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.3M
|
+$405K
|
+14,600
|
+16%
|
|
|
15
|
|
$1.62M
|
-$121K
|
-4,368
|
-6%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$1.55M
|
-$22.6K
|
-816
|
-1%
|
|
|
17
|
Bank of New York Mellon
New York
|
$1.51M
|
+$361K
|
+13,029
|
+23%
|
|
|
18
|
Old Port Advisors
Portland,
Maine
|
$1.5M
|
+$19.2K
|
+694
|
+1%
|
|
|
19
|
The Family Firm
Bethesda,
Maryland
|
$1.41M
|
-$61.8K
|
-2,231
|
-3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.37M
|
-$159K
|
-5,733
|
-8%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.35M
|
+$587K
|
+21,199
|
+51%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.03M
|
+$13.9K
|
+503
|
+1%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$1M
|
+$189K
|
+6,811
|
+17%
|
|
|
24
|
|
$932K
|
-$817K
|
-29,488
|
-41%
|
|
|
25
|
Agilis Partners
Waltham,
Massachusetts
|
$872K
|
-$151K
|
-5,453
|
-12%
|
|
