|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$32M
|
-$491K
|
-16,777
|
-2%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$20.9M
|
-$1.03M
|
-35,170
|
-5%
|
|
|
3
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$15.4M
|
+$63.6K
|
+2,172
|
+0.4%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$11.3M
|
-$10.5M
|
-358,147
|
-48%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$7.72M
|
+$227K
|
+7,740
|
+3%
|
|
|
6
|
Chandler Asset Management
San Diego,
California
|
$7.4M
|
+$461K
|
+15,750
|
+7%
|
|
|
7
|
Merriman Wealth Management
Seattle,
Washington
|
$5.45M
|
-$20K
|
-685
|
-0.4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.97M
|
+$32.1K
|
+1,096
|
+0.6%
|
|
|
9
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$4.62M
|
–
|
–
|
–
|
|
|
10
|
|
$3.76M
|
-$926K
|
-31,644
|
-20%
|
|
|
11
|
Courier Capital
Buffalo,
New York
|
$3.33M
|
+$45.8K
|
+1,566
|
+1%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$3.27M
|
+$1.52M
|
+51,851
|
+87%
|
|
|
13
|
Old Port Advisors
Portland,
Maine
|
$3.25M
|
+$675K
|
+23,052
|
+27%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.85M
|
+$240K
|
+8,192
|
+9%
|
|
|
15
|
|
$2.38M
|
+$1.02M
|
+34,799
|
+75%
|
|
|
16
|
The Family Firm
Bethesda,
Maryland
|
$2.38M
|
-$8.93K
|
-305
|
-0.4%
|
|
|
17
|
|
$2.11M
|
-$88.2K
|
-3,013
|
-4%
|
|
|
18
|
|
$2.09M
|
+$330K
|
+11,288
|
+19%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2M
|
+$313K
|
+10,693
|
+19%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.56M
|
-$13.2K
|
-450
|
-0.8%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.47M
|
+$187K
|
+6,381
|
+15%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.3M
|
+$979K
|
+33,438
|
+310%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$1.29M
|
-$50.5K
|
-1,725
|
-4%
|
|
|
24
|
Agilis Partners
Waltham,
Massachusetts
|
$1.18M
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.07M
|
+$393K
|
+13,426
|
+58%
|
|
