|
1
|
Wells Fargo
San Francisco,
California
|
$35.7M
|
-$19.3M
|
-849,030
|
-36%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$28.5M
|
-$810K
|
-35,645
|
-3%
|
|
|
3
|
|
$15.2M
|
+$8.44M
|
+371,751
|
+131%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$14.9M
|
+$8.36M
|
+368,183
|
+134%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.3M
|
+$3.85M
|
+169,569
|
+73%
|
|
|
6
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$8.58M
|
+$3.71M
|
+163,328
|
+79%
|
|
|
7
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$6.61M
|
-$1.88M
|
-82,852
|
-23%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.55M
|
+$5.97M
|
+262,934
|
+1,316%
|
|
|
9
|
Chandler Asset Management
San Diego,
California
|
$5.33M
|
+$758K
|
+33,380
|
+17%
|
|
|
10
|
Courier Capital
Buffalo,
New York
|
$3.25M
|
+$36.7K
|
+1,614
|
+1%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$2.75M
|
+$2.7M
|
+118,876
|
New
|
|
|
12
|
Bank of New York Mellon
New York
|
$2.54M
|
+$903K
|
+39,759
|
+57%
|
|
|
13
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.46M
|
–
|
–
|
–
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.12M
|
+$661K
|
+29,106
|
+47%
|
|
|
15
|
|
$1.75M
|
+$15.6K
|
+689
|
+0.9%
|
|
|
16
|
Old Port Advisors
Portland,
Maine
|
$1.63M
|
+$26.5K
|
+1,167
|
+2%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$1.57M
|
-$87.3K
|
-3,843
|
-5%
|
|
|
18
|
The Family Firm
Bethesda,
Maryland
|
$1.57M
|
+$57.9K
|
+2,551
|
+4%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.46M
|
+$352K
|
+15,493
|
+32%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.45M
|
-$12K
|
-527
|
-0.8%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$1.37M
|
+$292K
|
+12,850
|
+28%
|
|
|
22
|
|
$1.13M
|
-$2.43M
|
-106,982
|
-69%
|
|
|
23
|
Agilis Partners
Waltham,
Massachusetts
|
$935K
|
–
|
–
|
–
|
|
|
24
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$770K
|
+$4.18K
|
+184
|
+0.6%
|
|
|
25
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$729K
|
+$57.9K
|
+2,550
|
+9%
|
|
