|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$30.7M
|
-$968K
|
-35,352
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$20.6M
|
-$2.35M
|
-85,827
|
-10%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$20.5M
|
+$20.7K
|
+757
|
+0.1%
|
|
|
4
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$14.4M
|
+$1.16M
|
+42,347
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.05M
|
-$3.54M
|
-129,409
|
-34%
|
|
|
6
|
Chandler Asset Management
San Diego,
California
|
$6.53M
|
+$38.1K
|
+1,390
|
+0.6%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$5.15M
|
+$46.3K
|
+1,692
|
+0.9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.65M
|
+$272K
|
+9,928
|
+6%
|
|
|
9
|
|
$4.41M
|
+$545K
|
+19,906
|
+14%
|
|
|
10
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$4.37M
|
–
|
–
|
–
|
|
|
11
|
Courier Capital
Buffalo,
New York
|
$3.09M
|
+$140K
|
+5,106
|
+5%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.45M
|
-$58K
|
-2,117
|
-2%
|
|
|
13
|
Old Port Advisors
Portland,
Maine
|
$2.35M
|
+$233K
|
+8,502
|
+11%
|
|
|
14
|
The Family Firm
Bethesda,
Maryland
|
$2.25M
|
+$61.7K
|
+2,252
|
+3%
|
|
|
15
|
|
$2.07M
|
+$101K
|
+3,687
|
+5%
|
|
|
16
|
|
$1.66M
|
+$928K
|
+33,878
|
+130%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.65M
|
+$1.13M
|
+41,355
|
+227%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.59M
|
-$181K
|
-6,628
|
-10%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.48M
|
-$52K
|
-1,899
|
-3%
|
|
|
20
|
|
$1.28M
|
-$1.53M
|
-55,937
|
-55%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$1.26M
|
-$36.6K
|
-1,337
|
-3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$1.2M
|
+$6.3K
|
+230
|
+0.5%
|
|
|
23
|
Bank of New York Mellon
New York
|
$1.12M
|
-$49.2K
|
-1,796
|
-4%
|
|
|
24
|
Agilis Partners
Waltham,
Massachusetts
|
$1.11M
|
–
|
–
|
–
|
|
|
25
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$867K
|
–
|
–
|
–
|
|
