|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$31.1M
|
-$1.31M
|
-51,565
|
-4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$22.7M
|
-$6.23M
|
-244,873
|
-23%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$20.2M
|
+$9.53M
|
+374,322
|
+102%
|
|
|
4
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$13M
|
+$1.57M
|
+61,569
|
+15%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
+$12.2K
|
+481
|
+0.1%
|
|
|
6
|
Chandler Asset Management
San Diego,
California
|
$6.4M
|
+$131K
|
+5,160
|
+2%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$5.03M
|
+$4.71M
|
+184,949
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.31M
|
-$79.9K
|
-3,138
|
-2%
|
|
|
9
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$4.28M
|
+$827K
|
+32,500
|
+26%
|
|
|
10
|
|
$3.8M
|
-$12.5M
|
-490,670
|
-78%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.35M
|
+$1.47M
|
+57,615
|
+88%
|
|
|
12
|
Courier Capital
Buffalo,
New York
|
$2.91M
|
+$198K
|
+7,764
|
+8%
|
|
|
13
|
|
$2.78M
|
-$1.68M
|
-65,853
|
-39%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.47M
|
-$16.3K
|
-642
|
-0.7%
|
|
|
15
|
The Family Firm
Bethesda,
Maryland
|
$2.13M
|
+$48.1K
|
+1,888
|
+2%
|
|
|
16
|
Old Port Advisors
Portland,
Maine
|
$2.07M
|
+$116K
|
+4,543
|
+6%
|
|
|
17
|
|
$1.94M
|
-$32.6K
|
-1,281
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.75M
|
-$27.8K
|
-1,091
|
-2%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.51M
|
-$16.3K
|
-642
|
-1%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$1.28M
|
-$301K
|
-11,818
|
-20%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.27M
|
+$482K
|
+18,945
|
+78%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$1.15M
|
-$485K
|
-19,062
|
-31%
|
|
|
23
|
Bank of New York Mellon
New York
|
$1.15M
|
+$69.2K
|
+2,718
|
+7%
|
|
|
24
|
Agilis Partners
Waltham,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
|
25
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$854K
|
–
|
–
|
–
|
|
